FIND A BLUMENTHAL SECURITIES, INC. FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at BLUMENTHAL SECURITIES, INC.
CRD#: 1262
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for BLUMENTHAL SECURITIES, INC. Comes From
Understanding the Statistics for BLUMENTHAL SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
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FIRM INFORMATION
Established
New York since 12/13/1982
Firm Type
Corporation
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BLUMENTHAL SECURITIES, INC.
Danielle Dabney Harmon
PR
CRD#: 5253310
Location:
Boston, MA 02115-1929
Company:
ORIGIN INVESTMENT ADVISORY LLC
Disclosures:
Experience:
18 years
Jon Hoyle
RR
CRD#: 5978160
Location:
Charlotte, NC 28210
Company:
INNOVATION PARTNERS LLC
Disclosures:
Experience:
14 years
Nicholas Wayne Rygiel
IAR
CRD#: 5996576
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