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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Thomas Braun (CRD# 5599929) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Nyack, NY and has over 15 years of experience in the finance industry.
Christopher Brenner (CRD# 3062285) is an Investment Advisor Representative working at Lpl Financial LLC in White Plains, NY and has over 25 years of experience in the finance industry.
Jacob Brett (CRD# 5899373) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 12 years of experience in the finance industry.
Connor Briggs (CRD# 6718823) is an Investment Advisor Representative working at Murphy Wealth Management Group in Fishkill, NY and has over 6 years of experience in the finance industry.
Curtis Brooks (CRD# 1260487) is an Investment Advisor Representative working at 5c Capital Management, LLC in Woodcliff Lake, NJ and has over 39 years of experience in the finance industry. Curtis Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrea Brown (CRD# 2014115) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Newburgh, NY and has over 14 years of experience in the finance industry.
Richard Brown (CRD# 5269606) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Ramsey, NJ and has over 16 years of experience in the finance industry.
Robert Buonanno (CRD# 3058994) is an Investment Advisor Representative working at Skyview Financial Group, LLC in Mahwah, NJ and has over 25 years of experience in the finance industry.
Matthew Burkhart (CRD# 2624649) is an Investment Advisor Representative working at Park Avenue Securities LLC in Woodcliff Lake, NJ and has over 25 years of experience in the finance industry.
Mark Burlingame (CRD# 3122975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Poughkeepsie, NY and has over 25 years of experience in the finance industry.