Brandon
Curneen

D.A. Davidson & Co

CRD#4949355
Investment Advisor
in Seattle, WA
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About this Advisor

Brandon Curneen is a certified financial planner operating out of Seattle, Washington, with 13 years in the industry. Curneen works at D.A. Davidson & Co. During their career, Curneen has held roles at D.A. Davidson & Co, Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Glacier Peak Capital. Curneen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas and Washington. D.A. Davidson & Co is a registered investment company that has its headquarters in Seattle, Washington. It has offices in 67 locations and a total of 515 employees. It oversees $15 billion in assets under management among its 47,201 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 582 charities and foundations. Of its 47,201 customer accounts, 18% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which services are offered. However, fee types billed by D.A. Davidson & Co most likely include asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

Columbia Center, 701 5Th Avenue Suite 4050
Seattle, WA 98104

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$17,105,038,923

WA Average: $2,609,029,241
Total Number of Employees

630

WA Average: 66
Total Number of Accounts

53,308

WA Average: 6,076
Average Account Size

$320,872

WA Average: $429,399

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brandon Curneen Work History

Brandon has 13 years of experience.

2013 - Present (6 years)

D.A. Davidson & Co

2012 - 2012 (0 years)

Glacier Peak Capital

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

2005 - 2009 (4 years)

Citigroup Global Markets Inc

Disclosures

Brandon Curneen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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