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FIRM PROFILE
Overview
INDEPENDENT BROKERAGE SOLUTIONS LLC is located at 485 Madison Avenue 15th Floor, New York, NY 10022 and was first established at New York, New York in 12/21/2009. After operating for 16 years, INDEPENDENT BROKERAGE SOLUTIONS 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 INDEPENDENT BROKERAGE SOLUTIONS LLC’s clients are individuals and 0% of their clients are high net worth individuals. INDEPENDENT BROKERAGE SOLUTIONS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at INDEPENDENT BROKERAGE SOLUTIONS LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 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 INDEPENDENT BROKERAGE SOLUTIONS 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 INDEPENDENT BROKERAGE SOLUTIONS 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.
Where the Statistical Data for INDEPENDENT BROKERAGE SOLUTIONS LLC Comes From
Understanding the Statistics for INDEPENDENT BROKERAGE SOLUTIONS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
485 Madison Avenue 15th Floor, New York, NY 10022
485 Madison Avenue 15th Floor, New York, NY 10022
Small
(212) 751-4424
New York since 12/21/2009
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 INDEPENDENT BROKERAGE SOLUTIONS LLC
Lisbeth Rae Barron
John Paul Leveque
Christopher J Belcher
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