Brendan Bostock, financial advisor Richmond VA

Brendan Bostock

CRD Number: 6212696
Current Firm: Apogem Capital LLC

Brendan Bostock (CRD# 6212696) is an Investment Advisor Representative working at Apogem Capital LLC in Richmond, VA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Apogem Capital Richmond, VA Apr 2022 - Current 1
Private Advisors LLC Richmond, VA Mar 2019 - Apr 2022 3
Unemployed Richmond, VA Jan 2019 - Mar 2019 < 1
Aspen Partners, Ltd. Richmond, VA Oct 2016 - Jan 2019 2
Alliancebernstein Investments, Inc. New York, NY Nov 2014 - Oct 2016 1
Unemployed New Paltz, NY Oct 2014 - Nov 2014 < 1
Laidlaw & Company New York, NY Jun 2013 - Oct 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Brendan Bostock
Phone Number: (212) 601-3600
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    40,296
    MILLIONS
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $356,597,750
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

DE, IL, NY, OH, TX, VA

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