Brock Fiduciary Services LLC

Brock Fiduciary Services LLC (CRD# 153055) is a financial advisory firm headquartered in New York, NY. They manage $13,480,000,000 in 2 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,480
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $6,740,000,000
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

CT, MI, TX

Financial Advisors at Brock Fiduciary Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jongsoo Lee
CRD#: 5434434
521 Fifth Avenue, 39th Floor, New York, NY 10175
93
Wealthminder
score

Jongsoo Lee (CRD# 5434434) is an Investment Advisor Representative working at Brock Fiduciary Services LLC in New York, NY and has over 8 years of experience in the finance industry.

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