Broad Wealth Management, Inc.

Broad Wealth Management, Inc. (CRD# 125479) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Broad Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard M. Blonstein
CRD#: 4431565
Rye, NY

Richard Blonstein (CRD# 4431565) is an Investment Advisor Representative working at Broad Wealth Management, Inc. in Rye, NY and has over 23 years of experience in the finance industry. Richard Blonstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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