Brandon Berman, financial advisor San Rafael CA
96 score

Brandon Berman

CRD Number: 5911138
Current Firm: Polaris Greystone Financial Group, LLC

Brandon Berman (CRD# 5911138) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in San Rafael, CA and has over 6 years of experience in the finance industry. Brandon Berman 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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Professional Designations
Company Name Location Dates Years
Polaris Greystone Financial Group, LLC San Rafael, CA Apr 2017 - Current 1
J.p. Morgan Securities LLC Westlake Village, CA Oct 2012 - Apr 2017 4
Greatmate San Diego, CA Jun 2014 - Jun 2016 2
Chase Investment Services Corp Westlake Village, CA Apr 2011 - Oct 2012 1
Jp Morgan Chase Bank Na Simi Valley, CA Jul 2010 - Sep 2012 2
Promotion Surge Simi Valley, CA Nov 2009 - Jun 2010 < 1
Hawaii Pacific University Honolulu, HI Aug 2006 - May 2010 3
Niketown Honolulu, HI Dec 2008 - Dec 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Brandon M. Berman
Phone Number: 415-263-5600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,103
    MILLIONS
  • Total Number of Accounts
    3,021
    ACCOUNTS
  • Average Account Value
    $364,983
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KS, LA, MI, MN, MO, MS, MT, NC, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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