BN
BN

Brandon De Otaduy Nam

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
128 advisors
Number of Clients
5,837 clients
Average Client Portfolio
$540K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$50K
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Location

1115 W Fulton Market, 3rd Floor, Chicago, IL, 60607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brandon is a Senior Associate at Golub Capital, dedicating full-time hours to this role. This activity is not investment-related.

Employment History
Current Registrations
Arete Wealth Management, LLCBroker
May 2024 - Present · 1 yr 9 mos
Arete Wealth Advisors, LLC
May 2024 - Present · 1 yr 9 mos
Arete Wealth Management, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Blackrock Investment Management, LLC
December 2020 - April 2024 · 3 yrs 4 mos
Blackrock Investments, LLCBroker
November 2020 - April 2024 · 3 yrs 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.