Max Kolbrenner, financial advisor Greenwich CT
93 score

Max Kolbrenner

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Max Kolbrenner
Phone Number: 781-849-9200
Firm Website: http://www.1099tax.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    371
    MILLIONS
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $231,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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