John Brenkovich, financial advisor Mamaroneck NY
96 score

John Brenkovich

CRD Number: 1888433
Current Firm: Royal Alliance Associates, Inc.

John Brenkovich (CRD# 1888433) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Mamaroneck, NY and has over 28 years of experience in the finance industry. John Brenkovich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Mamaroneck, NY Dec 2012 - Current 4
Brenkovich Financial Management, Inc. Mamaroneck, NY Apr 2011 - Current 5
Real Estate New York, NY Dec 2006 - Current 10
Finra/nyse Arbitrator Panel New York, NY Aug 2005 - Current 11
Cadaret, Grant & Company, Inc. Mamaroneck, NY Apr 2011 - Dec 2012 1
United Nations Federal Credit Union New York, NY Aug 2009 - Apr 2011 1
Insurance Ny, NY Mar 2006 - Apr 2011 5
Raymond James Financial Services, Inc. New York, NY Aug 2004 - Apr 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
Contact Info for John N. Brenkovich
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
  • PA
  • CT
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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