Brock Fiduciary Services LLC

Brock Fiduciary Services LLC (CRD# 153055) is a financial advisory firm headquartered in New York, NY. They manage $5,414,666,700 in 1 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
505 Park Avenue, 14th Floor, New York, NY 10022
http://www.brockcapital.com/independent-fiduciary
By the Numbers
  • Total Assets Under Management
    5,415
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $5,414,666,700
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Other
Types of Clients
Registered States
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, financial advisor New York NY
Jongsoo Lee
CRD#: 5434434
505 Park Avenue, 14th Floor, New York, NY 10022

Jongsoo Lee (CRD# 5434434) is an Investment Advisor Representative working at Brock Fiduciary Services LLC in New York, NY and has over 16 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals