Steven BravermanCRD Number: 1172475
Current Firm: Pathstone Federal Street
Steven Braverman (CRD# 1172475) is an Investment Advisor Representative working at Pathstone Federal Street in Fort Lee, NJ and has over 12 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Pathstone Federal Street||Fort Lee, NJ||Jan 2016 - Current||1|
|Pathstone Family Office, LLC||Fort Lee, NJ||Jan 2010 - Dec 2015||5|
|Harris Mycfo Investment Advisory Services LLC||Fort Lee, NJ||Oct 2006 - Feb 2010||3|
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2005 - Dec 2006||1|
|Tahoe Advisers||Englewood Cliffs, NJ||Nov 2003 - Oct 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
|S65||NASAA Investment Advisors Law Examination||Nov 2004|
Total Assets Under Management5,506MILLIONS
Total Number of Accounts3,950ACCOUNTS
Average Account Value$1,393,992
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, CT, DC, DE, FL, GA, LA, MA, MD, ME, MI, MS, NH, NJ, NY, PA, TX, VA, VT
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