Max KolbrennerCRD Number: 4474808
Current Firm: Us Financial Advisors, LLC
Max Kolbrenner (CRD# 4474808) is an Investment Advisor Representative working at Us Financial Advisors, LLC in Greenwich, CT and has over 15 years of experience in the finance industry.
Altium Wealth Management LLC
Axa Advisors, LLC
H. Beck, Inc.
|Lpl Financial, LLC||Greenwich, CT||Dec 2011 - Current||5|
|Us Financial Advisors, LLC||Braintree, MA||Apr 2002 - Current||14|
|Kolbrenner & Alexander LLC||Greenwich, CT||Sep 1985 - Current||31|
|Lincoln Financial Securities Corporation||Greenwich, CT||May 2009 - Dec 2011||2|
|U.s. Wealth Advisors, LLC||Braintree, MA||Jan 2006 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management371MILLIONS
Total Number of Accounts1,600ACCOUNTS
Average Account Value$231,845
- 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)
AK, CA, CT, DC, FL, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA
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