Teresa BrogdenCRD Number: 6109274
Current Firm: J.p. Morgan Securities LLC
Teresa Brogden (CRD# 6109274) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Grove, NY and has over 5 years of experience in the finance industry.
American Portfolios Advisors, Inc.
Scholtz & Co
Royal Alliance Associates, Inc.
|Jp Morgan Securities, LLC||Lake Grove, NY||Nov 2017 - Current||< 1|
|Dynamite Endeavors LLC||Wading River, NY||Jul 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Riverhead, NY||Apr 2017 - Nov 2017||< 1|
|Bank Of America, N.a.||Riverhead, NY||Apr 2017 - Nov 2017||< 1|
|Capital One Investing, LLC||New York, NY||May 2015 - Mar 2017||1|
|Capital One Advisors,llc||New York, NY||May 2015 - Mar 2017||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - May 2015||< 1|
|Morgan Stanley||Riverhead, NY||May 2013 - May 2015||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Riverhead, NY||Nov 2014 - Nov 2014||< 1|
|New York Life Insurance Company||Melville, NY||Aug 2012 - May 2013||< 1|
|Nylife Securities LLC||Melville, NY||Aug 2012 - May 2013||< 1|
|Powerhouse Gym||Miller Place, NY||May 2012 - Sep 2012||< 1|
|Micropower Career Inst||Hauppauge, NY||Nov 2011 - Jun 2012||< 1|
|Sanctuary East||E. Islip, NY||Jun 2011 - Nov 2011||< 1|
|Katherine Gibbs Corp Of Melville||Melville, NY||Jan 2009 - Nov 2011||2|
|Right Reason Technologies||Bethlehem, PA||Jul 2011 - Aug 2011||< 1|
|Phoenix House Of Li||Hauppauge, NY||Dec 2009 - May 2011||1|
|Macy's||Lake Grove, NY||Oct 2009 - Jan 2010||< 1|
|Home Depot||Coram, NY||Mar 2009 - Apr 2009||< 1|
|Longwood Central School District||Middle Island, NY||Sep 1999 - Dec 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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