linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brando Palazzo-giorgio

Icon Wealth Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brando? Claim Your Profile

About Brando Palazzo-giorgio

Brando Palazzo-Giorgio is a registered representative with Icon Wealth Partners. Brando Palazzo-Giorgio has been in the financial services industry since 2011. Previously, Brando Palazzo-Giorgio worked for LPL Financial LLC, Greenbriar Financial Services, Inc. and Purshe Kaplan Sterling Investments, Inc. Brando Palazzo-Giorgio is also a registered investment advisor. Brando Palazzo-Giorgio works with individuals, high net worth individuals, corporations or other businesses, charitable organizations, and trusts. Brando Palazzo-Giorgio provides a variety of financial services including financial planning, portfolio management for individuals, selection of other advisors, and credit and cash management solutions. The advisor has Series 7, Series 63 and Series 65 licenses.

Firm Information

Brando Palazzo-giorgio is currently registered with Icon Wealth Partners. Icon Wealth Partners is a Houston, TX-based registered investment advisor with approximately $1.90 billion in regulatory assets under management. They offer a range of advisory services, including financial planning, portfolio management for individuals, and credit and cash management solutions. The firm primarily serves high-net-worth individuals and corporations, with a focus on providing personalized wealth management solutions.
Icon Wealth Partners

1980 POST OAK BOULEVARD

HOUSTON, TX 77056

$1.91B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

credit and cash management solutions

Credit and cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Revenue sharing on eligible credit and cash management solutions

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brando Palazzo-giorgio’s Registration & Firm History

TX

08/02/2022 - Present

Icon Wealth Partners (HOUSTON TX)

TX

02/23/2011 - 09/07/2018

LPL FINANCIAL LLC (HOUSTON TX)

Not sure if Brando Palazzo-giorgio is right for you?

Licenses & Designations

IA

Issued 03/27/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brando Palazzo-giorgio. Review regulatory record here.
Not sure if Brando Palazzo-giorgio is right for you?