Meadowbrook Wealth Management, LLC

Meadowbrook Wealth Management, LLC (CRD# 110508) is a financial advisory firm headquartered in Garden City, NY. They manage $61,381,000 in 238 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1044 Franklin Avenue, Suite 204, Garden City, NY 11530
http://www.meadowbrookwealth.com
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $257,903
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Meadowbrook Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Efthimiou, financial advisor Garden City NY
Thomas G. Efthimiou
CRD#: 2336798
1044 Franklin Avenue, Suite 204, Garden City, NY 11530

Thomas Efthimiou (CRD# 2336798) is an Investment Advisor Representative working at Meadowbrook Wealth Management, LLC in Garden City, NY and has over 31 years of experience in the finance industry.

2
Richard Jack, financial advisor Garden City NY
Richard F. Jack
CRD#: 4166546
1044 Franklin Avenue, Suite 204, Garden City, NY 11530

Richard Jack (CRD# 4166546) is an Investment Advisor Representative working at Meadowbrook Wealth Management, LLC in Garden City, NY and has over 23 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.

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