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FIRM PROFILE
Overview
BROOKFIELD PRIVATE ADVISORS LLC is located at Brookfield Place 250 Vesey Street, 15th Floor, New York, NY 10281-1021 and was first established at New York, Delaware in 07/21/2009. After operating for 16 years, BROOKFIELD PRIVATE ADVISORS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BROOKFIELD PRIVATE ADVISORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. BROOKFIELD PRIVATE ADVISORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BROOKFIELD PRIVATE ADVISORS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BROOKFIELD PRIVATE ADVISORS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BROOKFIELD PRIVATE ADVISORS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Total Client Assets:
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FIRM INFORMATION
Brookfield Place 250 Vesey Street 15th Floor, New York, NY, 10281-1021
Brookfield Place 250 Vesey Street 15th Floor, New York, NY, 10281-1021
Small
(212) 417-7000
Delaware since 07/21/2009
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BROOKFIELD PRIVATE ADVISORS LLC
Lisa Gay Anderson
Whitney Coulter Sprague
Taylor Jean Dever
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