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NB

Norman J. Brodeur

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CRD#: 2351380
NB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Norman John Brodeur JR was a registered financial professional .

Norman is a previously registered financial professional and started their career in finance in 1993. Norman had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 10, 2021 - October 11, 2021

AEON GLOBAL ASSET MANAGEMENT LLC

RIA
CRD#: 310743
NEW YORK, NY
Past

October 23, 2002 - October 31, 2002

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
WOODSTOCK, GA
Past

October 23, 2002 - August 24, 2004

AURA FINANCIAL SERVICES, INC.

BD
CRD#: 42822
BIRMINGHAM, AL
Past

March 27, 2001 - October 31, 2002

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

June 5, 2000 - April 16, 2001

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

December 5, 1997 - June 13, 2000

CAMBRIDGE CAPITAL, LLC

BD
CRD#: 41464
GARDEN CITY, NY
Past

January 11, 1996 - December 19, 1997

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

July 1, 1994 - January 1, 1996

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

June 24, 1993 - July 27, 1994

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/2/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AG
AEON GLOBAL ASSET MANAGEMENT LLC
AEON GLOBAL ASSET MANAGEMENT LLC

CRD#: 310743 / SEC#: 801-120116

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Contact information


Main Address
144 East 44th Street Unit 4 - Lower Level, New York, NY 10017
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

AGAM FORM AVV - PART 2A (5/21/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


AEON GLOBAL ASSET MANAGEMENT LLC

CRD#: 310743

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