Brian Furleiter is a financial consultant specializing in private wealth management and tax-efficient investing.
Mr. Furleiter implements investment strategies to assist clients in reaching their respective short, mid, and long-term financial and retirement goals.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarfeld Financial Advisors, LLC | Tarrytown, NY | Jan 2017 - Current | 7 |
| Axa Advisors, LLC | New York, NY | Feb 2015 - Jan 2017 | 1 |
| Unemployed | Brooklyn, NY | May 2014 - Feb 2015 | < 1 |
| Fordham University | Bronx, NY | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- NY
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Total Assets Under Management9,516MILLIONS
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Total Number of Accounts4,456ACCOUNTS
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Average Account Value$2,135,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, TX, VA, VT, WA, WY
AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.
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