Bryan ZegarCRD Number: 5663752
Current Firm: Ameriprise Financial Services, LLC
Bryan Zegar (CRD# 5663752) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Flemington, NJ and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Blackrock Investment Management, LLC
|Ameriprise Financial Services, Inc.||Flemington, NJ||Oct 2018 - Current||4|
|Allshapes Bonsai||Ringoes, NJ||Jan 2002 - Current||21|
|College & Retirement Solutions||Green Village, NJ||May 2011 - Mar 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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