Robert Bregman (CRD# 2088655) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 34 years of experience in the finance industry.
CRD# 6555058
Morgan Stanley
CRD# 5563596
Eagle Strategies LLC
CRD# 1778571
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, Na | New York, NY | Jan 2020 - Current | 4 |
Jpmorgan Securities, LLC | New York, NY | Jan 2020 - Current | 4 |
Tetra Music Corporation | New York, NY | Feb 1967 - Current | 57 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jan 2020 | 5 |
Morgan Stanley Smith Barney | New York, NY | Jun 2009 - Jan 2020 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1990 |
S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
- NY
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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