Brave Family Advisors

Brave Family Advisors (CRD# 108512) is a financial advisory firm headquartered in Summit, NJ. They manage $439,349,725 in 726 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
47 Summit Avenue, Summit, NJ 07901
https://www.linkedin.com/company/brave-asset-management/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    439
    MILLION
  • Total Number of Accounts
    726
    ACCOUNTS
  • Average Account Value
    $605,165
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, NH, NJ, NY, PA, RI, TX

Financial Advisors at Brave Family Advisors
Showing 1 - 7 of 7 top financial advisors.
1
David Bunting, financial advisor Summit NJ
David G. Bunting
CRD#: 35222
47 Summit Avenue, Summit, NJ 07901

David Bunting (CRD# 35222) is an Investment Advisor Representative working at Brave Family Advisors in Summit, NJ and has 1 year of experience in the finance industry.

2
Yiorgos Georgeson, financial advisor Summit NJ
Yiorgos Georgeson
CRD#: 6867268
47 Summit Avenue, Summit, NJ 07901

Yiorgos Georgeson (CRD# 6867268) is an Investment Advisor Representative working at Brave Family Advisors in Summit, NJ and has over 5 years of experience in the finance industry.

3
Thomas Haire, financial advisor Summit NJ
Thomas B. Haire
CRD#: 824182
47 Summit Avenue, Summit, NJ 07901

Thomas Haire (CRD# 824182) is an Investment Advisor Representative working at Brave Family Advisors in Summit, NJ and has 1 year of experience in the finance industry.

4
Scott Morrison, financial advisor Providence RI
Scott A. Morrison
CRD#: 1878820
10 Dorrance Street, Suite 700, Providence, RI 02903

Scott Morrison (CRD# 1878820) is an Investment Advisor Representative working at Brave Family Advisors in Providence, RI and has over 8 years of experience in the finance industry.

5
James Haire, financial advisor Summit NJ
James P. Haire
CRD#: 4953517
47 Summit Avenue, Summit, NJ 07901

James Haire (CRD# 4953517) is an Investment Advisor Representative working at Brave Family Advisors in Summit, NJ and has over 17 years of experience in the finance industry.

6
William Swart, financial advisor Tiverton RI
William M. Swart
CRD#: 7630365
3913 Main Road, Tiverton, RI 02878

William Swart (CRD# 7630365) is an Investment Advisor Representative working at Brave Family Advisors in Tiverton, RI and has 1 year of experience in the finance industry.

7
Peter Van Alstyne, financial advisor Summit NJ
Peter C. Van Alstyne
CRD#: 7263015
47 Summit Avenue, Summit, NJ 07901

Peter Van Alstyne (CRD# 7263015) is an Investment Advisor Representative working at Brave Family Advisors in Summit, NJ and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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