Brandon Nicholas Berdecia

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2018 → 03/2021
  Charles Schwab & Co., Inc.
  New York, NY
• 10/2018 → 03/2021
  Charles Schwab Bank
  New York, NY
• 04/2018 → 09/2018
  Bnb Bank
  Patchogue, NY
• 12/2017 → 05/2018
  C & J Clark America
  Lake Grove, NY
• 06/2017 → 09/2017
  Arner Bank
  Lugano
• 05/2016 → 01/2017
  Pandora Jewelry
  Lake Grove, NY
• 01/2017 → 06/2017
  Franklin University Switzerland
  Lugano
• 09/2017 → 12/2017
  Franklin University Switzerland
  Lugano
• 02/2021 → 06/2021
  Southampton Animal Shelter Foundation
  Hampton Bays, NY
• 07/2021 → 02/2022
  Southampton Animal Shelter Foundation
  Hampton Bays, NY
• 01/2022 → 10/2023
  Crowdstreet Capital, Llc
  Austin, TX
• 12/2023 → Present
  Robert W. Baird & Co. Inc.
  Anchorage, AK
• 11/2023 → 11/2023
  Unemployed
  Centereach, NY

Other Businesses

Name/Address: Steward Lending LLC / 228 Park Ave S #41153. New York, NY 10003 Start Date: 08/18/2021 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Passive Participant Non Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-28
• S63 Uniform Securities Agent State Law Examination
  2019-06-28