Brandon E Frye

Employer firm

Robertson Stephens CRD 289977

$8.76B regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Vodia Capital, Llc
  Lincoln, MA
• 12/2022 → Present
  Robertson Stephens Wealth Management, Llc
  Lincoln, MA

Previous Registrations

• 2007-07-30 → 2022-12-20
  Vodia Capital, Llc
  Concord, MA
  Waltham, MA

Other Businesses

Wings for Widows; investment-related; 290 Peavey Road, Wayzata MN 55391, Provides financial coaching for new widows; Financial Coach; start date 06/01/2022; I devote 1% of my time to this activity; .5% during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-25

Designations

• Certified Financial Planner