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Tannis Patricia Pratt

Investment adviser representative at Odlum Brown USA Investment Management Limited
23 yearsExperience
2 statesRegistered in
$174.6MFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

23 years in the industry.

  1. Odlum Brown USA Investment Management LimitedSep 2014 to now
  2. Odlum Brown LimitedAug 2003 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 2 states (CA, WA).

Odlum Brown USA Investment Management Limited

$174.6MAssets managed
255Clients
30Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6401229
Firm CRD
132242
Advisor's SEC record (opens in a new tab)
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