Brando
Palazzo-Giorgio

Icon Wealth Partners

CRD#5778794
Investment Advisor
in Houston, TX

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About this Advisor

Brando Palazzo-Giorgio is a financial advisor based in Houston, Texas, working with Icon Wealth Partners. Brando has previously held positions at Lpl Financial, LLC, Greenbriar Financial Services, Inc, Icon Wealth Partners, LLC, Purshe Kaplan Sterling Investments, and Icon Wealth Advisors, LLC. Brando has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Brando is part of Icon Wealth Partners, which operates out of Houston, Texas. The firm has 1 office and 21 employees. The firm manages assets totaling $1.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Icon Wealth Partners includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

1980 Post Oak Boulevard Suite 1300
Houston, TX 77056

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Icon Wealth Partners Brokerage Details

Total Assets Under Management

$1,905,261,319

TX Average: $3,042,739,679
Total Number of Employees

21

TX Average: 49
Total Number of Accounts

3,998

TX Average: 2,315
Average Account Size

$476,554

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Brando Palazzo-Giorgio Work History

2022 - Present (3 years)

Icon Wealth Advisors, LLC

2018 - Present (7 years)

Purshe Kaplan Sterling Investments

2018 - 2022 (4 years)

Icon Wealth Partners, LLC

2012 - 2018 (6 years)

Greenbriar Financial Services, Inc

2010 - 2018 (8 years)

Lpl Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brando Palazzo-Giorgio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Icon Wealth Partners

Jennifer Moore
Houston, TX
Kyle Bruchmiller
Houston, TX
Michael Cregan
Houston, TX
Allison Mckibbon
Houston, TX
Ricardo Mihaly
Houston, TX
Brooks Mcgee
Houston, TX
Blake Pratz
Houston, TX
Jack Wiesen
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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