linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian M Lomedico

Amundi Asset Management US, Inc.

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

About Brian M Lomedico

Brian Lomedico is an active investment advisor representative with Amundi Asset Management US, Inc. Brian has been in the industry since June 7, 2009, and holds a Series 66 license. Brian was previously registered with Realty Capital Securities, LLC, Columbia Management Investment Distributors, Inc. and AXA Advisors, LLC. Brian Lomedico focuses on providing investment advice to investment companies, pooled investment vehicles, and individuals.

Firm Information

Brian Lomedico is currently registered with Amundi Asset Management US, Inc.. Amundi Asset Management US, Inc. is an investment advisor registered with the SEC. The firm has offices in Boston, MA and manages more than $50 billion in assets. They offer a range of portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
Amundi Asset Management US, Inc.

60 STATE STREET

BOSTON, MA 02109-1820

$119.88B

Assets Under Management

Not reported

Total Clients

76

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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.

Brian Lomedico’s Registration & Firm History

MA

12/15/2020 - Present

Amundi Asset Management US, Inc. (BOSTON MA)

MA

05/27/2014 - 12/04/2015

REALTY CAPITAL SECURITIES, LLC (BOSTON MA)

MA

01/14/2011 - 05/20/2014

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

NY

04/20/2009 - 01/07/2011

AXA ADVISORS, LLC (CLIFTON PARK NY)

Not sure if Brian M Lomedico is right for you?

Licenses & Designations

BOTH

Issued 05/29/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian M Lomedico.
Not sure if Brian M Lomedico is right for you?