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Brandon Stewart Matz

Artisan Partners Distributors LLC

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About Brandon Stewart Matz

Brandon Matz is a financial advisor with Artisan Partners Distributors LLC. Brandon has been in the securities industry since November 3, 2012. Brandon is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative (Series 7), and holds the Securities Industry Essentials Examination (SIE). Brandon is also registered in 53 states as a broker-dealer. Brandon was previously registered with Sanford C. Bernstein & Co., LLC, FBR Capital Markets & Co., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Legg Mason Investor Services, LLC.

Firm Information

Brandon Matz is currently registered with Artisan Partners Distributors LLC. Artisan Partners Distributors LLC is a Limited Liability Company formed in December 1997 and is registered in 53 states and the District of Columbia. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

79

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.

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.

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Brandon Matz’s Registration & Firm History

WI

09/27/2023 - Present

Artisan Partners Distributors LLC (MILWAUKEE WI)

NY

02/28/2017 - 03/14/2018

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

05/10/2010 - 08/12/2015

FBR CAPITAL MARKETS & CO. (NEW YORK NY)

NY

06/01/2009 - 05/28/2010

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

04/01/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

12/01/2005 - 04/09/2008

LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)

NY

10/05/2005 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/16/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Stewart Matz.
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