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Brian Robert Willer
19 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
204 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B
Fee Structure
Financial Planning:Investment management only
Federated Global Investment Management Corp.'s fees for providing Investment Supervisory Services to Investment Companies generally are based upon the client’s average net assets. Fees currently range from 0.55% to 0.90% (0.40% to 0.50% for sub-advised Investment Companies).
Areas of Practice
Investment Management
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Advisor Information
Office location
1001 Liberty Avenue, Pittsburgh, PA, 15222-3779
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian owns Willer or Marlie Willer since 2018. This activity is not performed during trading hours, is not investment related, and requires minimal time.
Employment History
Current Registrations
Federated Global Investment Management CORP.
August 2021 - Present · 4 yrs 5 mos
Mdt Advisers, a Division of Federated Mdta LLC
June 2013 - Present · 12 yrs 7 mos
Federated Investment Counseling
June 2013 - Present · 12 yrs 7 mos
Federated Securities CORP.
June 2013 - Present · 12 yrs 7 mos
Federated Securities CORP. Broker
April 2013 - Present · 12 yrs 9 mos
Federated Securities CORP.
April 2013 - Present · 12 yrs 9 mos
Previous Registrations
Adp Broker-Dealer, INC.Broker
April 2011 - April 2013 · 2 yrs
Fidelity Investments Institutional Services Company, INC.Broker
July 2006 - April 2011 · 4 yrs 9 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.