Unclaimed Profile

Laura Joan Braverman

BLUEPOINTE CAPITAL MANAGEMENT, LLC·MENLO PARK, California

Series 3, Series 7, Series 63, Series 65Clean record19 years registeredBLUEPOINTE CAPITAL MANAGEMENT, LLC

1300 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 2046140Firm CRD# 140262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laura Joan Braverman · MENLO PARK, CA

Registration

CRD #2046140 · BLUEPOINTE CAPITAL MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

LIDO

May 2025 – present

BLUEPOINTE CAPITAL MANAGEMENT, LLC

Dec 2006 – Jun 2025

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · December 19, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEPOINTE CAPITAL MANAGEMENT, LLC

CRD 140262 · SEC 801-66670

AUM

$764M

Regulatory assets under management

Employees

324 client accounts

Services offered by BLUEPOINTE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at BLUEPOINTE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Laura Joan Braverman offer?

Laura Joan Braverman specializes in Investment Management, Retirement Planning. Contact their office in MENLO PARK, California for a consultation.

What are Laura Joan Braverman's credentials?

Laura Joan Braverman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laura Joan Braverman located?

Laura Joan Braverman is based in MENLO PARK, California, working with BLUEPOINTE CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Laura Joan Braverman charge for services?

Laura Joan Braverman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEPOINTE CAPITAL MANAGEMENT, LLC?

BLUEPOINTE CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $764M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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