Brandon Labbe
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Elm WealthMay 2024 to now
- Elm Partners Management LLCNov 2023 to now
- PGM AccountingOct 2021 to Sep 2023
- SaxbysAug 2021 to Aug 2021
- HannafordMar 2020 to Sep 2020
- The Philadelphia OrchestraApr 2019 to Sep 2019
- Cumberland County Federal Credit UnionMay 2018 to Sep 2018
- Drexel UniversityAug 2017 to May 2022
- Cumberland County Federal Credit UnionJun 2017 to Sep 2017
- High SchoolAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Elm Wealth
Legal name: Elm Partners Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7890414
- 167225