Brandy R. Niclai

ALASKA PERMANENT CAPITAL MANAGEMENT

Anchorage, AK 99503

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CRD#: 4291657

Professional summary

Brandy Romer Niclai, who also goes by Brandy Christine Romer, is a registered financial advisor currently at ALASKA PERMANENT CAPITAL MANAGEMENT, LLC located in Anchorage, Alaska.

Brandy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brandy has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandy Christine Romer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandy Romer Niclai's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 28, 2009 - Present

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

Office #1: 3800 Centerpoint Drive, Suite 910, Anchorage, AK 99503

RIA

CRD#: 106233

Anchorage, AK

Past

November 28, 2001 - August 19, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ANCHORAGE, AK

Past

December 1, 2000 - August 19, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

ALASKA PERMANENT CAPITAL MANAGEMENT CO | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

CRD#: 106233 / SEC#: 801-40501

RIA

Registered Investment Advisory firm - (12/31/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alaska
(1/28/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/22/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/8/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/30/2000

General Securities Representative Examination

Current Firm

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

ALASKA PERMANENT CAPITAL MANAGEMENT CO | ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

CRD#: 106233 / SEC#: 801-40501

RIA

Registered Investment Advisory firm - (12/31/1991 Approved)

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Contact information

Main Address

3800 Centerpoint Drive, Suite 910, Anchorage, AK 99503

Mailing Address

Phone number

(907) 272-7575

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

APCM ADV PART 2 (11/24/2025)

Regulatory assets under management

Total Number of Accounts	189
AUM (Assets Under Management)	$ 4,088,303,397

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brandy R. Niclai

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandy Romer Niclai's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2000

Series 63

Date: 12/8/2000

Series 7

Date: 11/30/2000

Current Firm

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

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