Broad Brook Financial LLC

Broad Brook Financial LLC (CRD# 173835) is a financial advisory firm headquartered in , . They manage $796,959 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $79,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CT

Financial Advisors at Broad Brook Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carlos Rodriguez
CRD#: 2064625
Broad Brook, CT
92
Wealthminder
score

Carlos Rodriguez (CRD# 2064625) is an Investment Advisor Representative working at Broad Brook Financial LLC in Broad Brook, CT and has over 3 years of experience in the finance industry.

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