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Brandon Labbe

Elm Wealth

Philadelphia, PA

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Current Employers
Elm Wealth

50 S 16Th St. Fl 18 Ste C, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-08
  • PA RA
    APPROVED
    Since 2024-05-08

Branch Locations

50 S 16Th St. Fl 18 Ste C, Philadelphia, PA 19102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elm Partners Management Llc Philadelphia PA 11/2023 Present
Pgm Accounting Biddeford ME 10/2021 09/2023
Saxbys Philadelphia PA 08/2021 08/2021
Hannaford Westbrook ME 03/2020 09/2020
The Philadelphia Orchestra Philadelphia PA 04/2019 09/2019
Cumberland County Federal Credit Union Portland ME 05/2018 09/2018
Cumberland County Federal Credit Union Portland ME 06/2017 09/2017
Drexel University Philadelphia PA 08/2017 05/2022
High School Westbrook ME 08/2014 05/2017
  • 11/2023 → Present
    Elm Partners Management Llc
    Philadelphia, PA
  • 10/2021 → 09/2023
    Pgm Accounting
    Biddeford, ME
  • 08/2021 → 08/2021
    Saxbys
    Philadelphia, PA
  • 03/2020 → 09/2020
    Hannaford
    Westbrook, ME
  • 04/2019 → 09/2019
    The Philadelphia Orchestra
    Philadelphia, PA
  • 05/2018 → 09/2018
    Cumberland County Federal Credit Union
    Portland, ME
  • 06/2017 → 09/2017
    Cumberland County Federal Credit Union
    Portland, ME
  • 08/2017 → 05/2022
    Drexel University
    Philadelphia, PA
  • 08/2014 → 05/2017
    High School
    Westbrook, ME
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-08
  • S65 Uniform Investment Adviser Law Examination
    2024-05-08

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC

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Adam Mark Conish
VICTOR TRAN
Eric Jason Richman
Mark Fleming
Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

More in Philadelphia, PA

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