Brandon Douglas Engle
Investment adviser representative at Ptma Investment Advisors
17 yearsExperience
1 stateRegistered in
$30.6BFirm assets
7 yearsFirm in business
Are you Brandon Douglas Engle? Claim your profile
Contact this firm
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
17 years in the industry.
- Ptma Investment AdvisorsFeb 2022 to now
- Pma Securities, LLCFeb 2021 to now
- RBC Public Funds ServicesMay 2019 to Feb 2021
- United Way of Lancaster CountyAug 2014 to May 2019
- Dutch WonderlandJun 2009 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ptma Investment Advisors
Legal name: Prudent Man Advisors, LLC
$30.6BAssets managed
161Clients
27Advisers
7 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
- 7122496
- Firm CRD
- 301973