Brett is one of the founding partners of Client Focused Advisors. He works with individuals, families and businesses to create a unique holistic plan to achieve financial security. He helps clients to accomplish this goal by ensuring that potential risks are protected against, and that they properly plan for various life events such as children’s education, retirement and legacy goals. Brett is committed to becoming a lifetime resource for each and every client.
Brett holds a Series 6, 63, & 65 license along with life & health insurance licenses.
Brett was raised in Scarsdale, NY and he graduated from Boston University with Cum Laude honors . He currently lives in Manhattan and he enjoys playing sports, seeing concerts, traveling and spending time with family and friends.
Brett Sigler (CRD# 5841134) is an Investment Advisor Representative working at Signator Investors, Inc. in New York, NY and has over 5 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Greenwich, CT | Nov 2018 - Current | 5 |
Jhfn Sii | New York, NY | Aug 2010 - Nov 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2010 |
S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
- CT
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
Client Focused Advisors is not affiliated with Signator Investors, Inc., Registered Representative/Securities and Investment Advisory Services offered through Signator Investors Inc., Member FINRA, SIPC., a Registered Investment Adviser. 290 West Mount Pleasant Ave., Suite 2300, Livingston, NJ 07039 (973)994-0100
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