Unclaimed Profile

Patrick Stanley Kaser

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania

Series 3, Series 7, Series 63, Series 65Clean record9 years registeredBRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

1735 MARKET STREET, PHILADELPHIA, PA 19103CRD# 2702768Firm CRD# 110783

Profile Verification

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

Identity

Patrick Stanley Kaser · PHILADELPHIA, PA

Registration

CRD #2702768 · BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

Dec 2016 – Dec 2025

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · December 21, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

CRD 110783 · SEC 801-27797

AUM

$66.4B

Regulatory assets under management

Employees

122

1,060 client accounts

Services offered by BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Stanley Kaser offer?

Patrick Stanley Kaser specializes in Investment Management, Retirement Planning, Wealth Management.

What are Patrick Stanley Kaser's credentials?

Patrick Stanley Kaser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Stanley Kaser located?

Patrick Stanley Kaser is based in PHILADELPHIA, Pennsylvania, last registered with BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC.

How does Patrick Stanley Kaser charge for services?

Patrick Stanley Kaser's firm is compensated through percentage of aum, performance-based fees, other: asset-based fee from model-only recipients. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC?

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC has approximately 122 employees and manages $66.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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