Arthur BrodskyCRD Number: 3126708
Current Firm: H. Beck, Inc.
Arthur Brodsky (CRD# 3126708) is an Investment Advisor Representative working at H. Beck, Inc. in Gaithersburg, MD and has over 17 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|The Gottlieb Law Firm, LLC||Gaithersburg, MD||Jun 2015 - Current||1|
|K-rpg||Gaithersburg, MD||Jun 2014 - Current||2|
|Financial Telesis Inc.||San Rafael, CA||Jun 2014 - Jul 2014||< 1|
|Triad Advisors, Inc.||Norcross, GA||Feb 2013 - Jun 2014||1|
|Coliseum Wealth Management, LLC||North Bethesda, MD||Feb 2013 - Jun 2014||1|
|Ameriprise Financial Services||North Bethesda, MD||Sep 2005 - Feb 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 2006|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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