Unclaimed Profile

Colleen Sue Breit-Supran

BINGHAM, OSBORN & SCARBOROUGH LLC·SAN FRANCISCO, California

Series 7, Series 63Clean record22 years registeredBINGHAM, OSBORN & SCARBOROUGH LLC

345 CALIFORNIA STREET, SUITE 1100, SAN FRANCISCO, CA 94104CRD# 1695697Firm CRD# 110496

Profile Verification

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

Identity

Colleen Sue Breit-Supran · SAN FRANCISCO, CA

Registration

CRD #1695697 · BINGHAM, OSBORN & SCARBOROUGH LLC · 22 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Nov 2021 – present

B|O|S

Jun 2007 – Nov 2021

SAN FRANCISCO, CA

MORRISON & FRAZIER, LLC

Nov 2004 – May 2007

LAFAYETTE, CA

COMPASS FUND MANAGEMENT, LLC

Mar 2004 – Nov 2004

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · March 11, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BINGHAM, OSBORN & SCARBOROUGH LLC

CRD 110496 · SEC 801-51641

AUM

$5.0B

Regulatory assets under management

Employees

3,604 client accounts

Services offered by BINGHAM, OSBORN & SCARBOROUGH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BINGHAM, OSBORN & SCARBOROUGH LLC →

Introduction

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Frequently Asked Questions

What services does Colleen Sue Breit-Supran offer?

Colleen Sue Breit-Supran specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Colleen Sue Breit-Supran's credentials?

Colleen Sue Breit-Supran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Colleen Sue Breit-Supran located?

Colleen Sue Breit-Supran is based in SAN FRANCISCO, California, working with BINGHAM, OSBORN & SCARBOROUGH LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Colleen Sue Breit-Supran charge for services?

Colleen Sue Breit-Supran's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BINGHAM, OSBORN & SCARBOROUGH LLC?

BINGHAM, OSBORN & SCARBOROUGH LLC has approximately 40 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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