FIND A ALTMAN, BRENNER & WASSERMAN, INC. FINANCIAL ADVISOR NEAR ME
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CRD#: 17498
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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 ALTMAN, BRENNER & WASSERMAN, INC. Comes From
Understanding the Statistics for ALTMAN, BRENNER & WASSERMAN, 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
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Established
New York since 12/10/1985
Firm Type
Corporation
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 ALTMAN, BRENNER & WASSERMAN, INC.
Natalia Carolina Avila
IAR
RR
CRD#: 6761906
Location:
Santa Clarita, CA 91355
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
9 years
Steven Alan Boorstein
IAR
CRD#: 3179971
Location:
Somers Point, NJ 08244
Company:
ROCKCREST FINANCIAL LLC
Disclosures:
Experience:
27 years
Richard R Rake
IAR
CRD#: 841223
Location:
Glastonbury, CT 06033
Company:
FINANCIAL RESOURCES GROUP, LLC
Disclosures:
Experience:
48 years
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