MB
Michael Bronson
MB FINANCIAL PLANNING LLC
Richmond, RI
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CRD#: 6831876
MB
Professional summary
Michael Bronson is a registered financial advisor currently at MB FINANCIAL PLANNING LLC located in Richmond, Rhode Island.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Instructor at Roger Williams University School of Justice Studies
Non-investment related
1 Old Ferry Road Bristol, RI 02809
Instructor of Financial Crimes and Understanding Pensions and Retirement
3/2019 start date
I devote 5 hours of time monthly, none during trading hours
I teach seminars to current and retired police officers, each is typically 8 hours once or twice a semester.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Bronson'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®
NoneExperience
Current
August 22, 2017 - Present
MB FINANCIAL PLANNING LLC
RIA
CRD#: 289141
Richmond, RI
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
Rhode Island(8/22/2017)
Current Firm
MF
MB FINANCIAL PLANNING LLC
MB FINANCIAL PLANNING LLC
CRD#: 289141 / SEC#:
Massachusetts
Registered Investment Advisory firm - (1/7/2025 Terminated)Rhode Island
Registered Investment Advisory firm - (8/22/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Richmond, RI
Mailing Address
Phone number
(401) 789-0459
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 4,628,847 |
Red Flags
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