Diedre W. Braverman

BRAVERMAN WEALTH ADVISORS

Boulder, CO 80302

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CRD#: 7124543

Professional summary

Diedre Wachbrit Braverman, CFP® is a registered financial advisor currently at BRAVERMAN WEALTH ADVISORS, LLC located in Boulder, Colorado.

Diedre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Diedre 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.

Braverman Law Group, LLC is not investment-related. The address is 1823 Folsom Street, Suite 101, Boulder, CO 80302. It is a law firm. I am a member of the LLC and an attorney with the law firm. I devote half of my time to this firm. 60% of that time is during securities trading hours. I help clients to write wills and trusts to plan their estate.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Diedre Wachbrit Braverman'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®

CFP^®

Certified Financial Planner

Experience

Current

July 31, 2020 - Present

BRAVERMAN WEALTH ADVISORS, LLC

Office #1: 1823 Folsom Street Suite 101, Boulder, CO 80302

RIA

CRD#: 304291

Boulder, CO

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

Colorado
(7/31/2020)

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: 5/2/2019

Uniform Investment Adviser Law Examination

Current Firm

BRAVERMAN WEALTH ADVISORS, LLC

CRD#: 304291 / SEC#:

Colorado

Registered Investment Advisory firm - (7/31/2020 Approved)

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Contact information

Main Address

507 Canyon Blvd Ste 203, Boulder, CO 80302

Mailing Address

Phone number

(303) 800-1588

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 6,469,491

Red Flags

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

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Diedre W. Braverman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Diedre Wachbrit Braverman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRAVERMAN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2019

Current Firm

BRAVERMAN WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRAVERMAN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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