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Patrick Stanley Kaser

Brandywine Global Investment Management, LLC

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About Patrick Stanley Kaser

Patrick Kaser is an Investment Advisor Representative with Brandywine Global Investment Management, LLC in Philadelphia, Pennsylvania. Patrick has been in the financial services industry since 1996. He has held previous roles at Legg Mason Wood Walker, Incorporated, Dean Witter Reynolds Inc., and Prudential Securities Incorporated. Patrick has experience working with high-net-worth individuals, corporations, pooled investment vehicles, and pension and profit-sharing plans. He holds the Series 3, Series 7, and Series 63 licenses and is a Chartered Financial Analyst.

Firm Information

Patrick Kaser is currently registered with Brandywine Global Investment Management, LLC. Brandywine Global Investment Management, LLC is an investment advisor headquartered in Philadelphia, Pennsylvania. The firm manages over $66 billion in assets for a variety of clients, including individuals, institutions, and investment companies. Brandywine Global offers a range of investment services, including portfolio management, model portfolios, and wrap fee programs. The firm specializes in equity and fixed income strategies, with a focus on global investing.
Brandywine Global Investment Management, LLC

1735 MARKET STREET

PHILADELPHIA, PA 19103

$66.45B

Assets Under Management

Not reported

Total Clients

15

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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model-only portfolios

Model-only 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.

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percentage of assets

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

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performance-based fees

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

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other

Asset-based fee from model-only recipients

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Patrick Kaser’s Registration & Firm History

PA

12/21/2016 - Present

Brandywine Global Investment Management, LLC (PHILADELPHIA PA)

MD

11/08/1999 - 04/05/2002

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

08/12/1996 - 11/05/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

06/06/1996 - 08/21/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/03/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2013

Series 3 - National Commodity Futures Examination

BC

Issued 06/05/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Stanley Kaser.
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