Unclaimed Profile

Brandon Timothy Mckerney

LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC·SAN FRANCISCO, California

Series 65Clean record14 years registeredLAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

580 CALIFORNIA ST., SAN FRANCISCO, CA 94104CRD# 5984120Firm CRD# 107341

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon Timothy Mckerney · SAN FRANCISCO, CA

Registration

CRD #5984120 · LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

ALASKA WEALTH ADVISORS

Apr 2025 – present

MORTON WEALTH

Feb 2022 – Jun 2022

Edmonds, WA

COLUMBIA PACIFIC WEALTH MANAGEMENT

Sep 2017 – Jul 2021

SEATTLE, WA

AVIER WEALTH ADVISORS

Apr 2012 – Dec 2015

BELLEVUE, WA

RETIREMENT ASSET MANAGEMENT, LLC

Nov 2011 – Jun 2012

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 8, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD 107341 · SEC 801-36445

AUM

$7.3B

Regulatory assets under management

Employees

3,828 client accounts

Services offered by LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brandon Timothy Mckerney offer?

Brandon Timothy Mckerney specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Brandon Timothy Mckerney's credentials?

Brandon Timothy Mckerney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon Timothy Mckerney located?

Brandon Timothy Mckerney is based in SAN FRANCISCO, California, working with LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Brandon Timothy Mckerney charge for services?

Brandon Timothy Mckerney's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC?

LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC has approximately 87 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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