Laura Braverman, financial advisor Menlo Park CA

Laura Braverman

CRD Number: 2046140
Current Firm: Bluepointe Capital Management, LLC

Laura Braverman (CRD# 2046140) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in Menlo Park, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Bluepointe Capital Management, LLC San Mateo, CA Jul 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Laura J. Braverman
Phone Number: 650-293-4545
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    642
    MILLIONS
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $2,316,964
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)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA

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