Unclaimed Profile

Brett C. Fingerhut

MANAGED ACCOUNT SERVICES INC·COCONUT GROVE, Florida

Series 7, Series 65, Series 66Clean record20 years registeredMANAGED ACCOUNT SERVICES INC

2665 S. BAYSHORE DR., COCONUT GROVE, FL 33133CRD# 5129055Firm CRD# 106532

Profile Verification

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

Identity

Brett C. Fingerhut · COCONUT GROVE, FL

Registration

CRD #5129055 · MANAGED ACCOUNT SERVICES INC · 20 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Oct 2021 – present

INVESTOR SOLUTIONS

Aug 2012 – Nov 2021

COCONUT GROVE, FL

AXA ADVISORS, LLC

Jun 2006 – May 2009

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · June 21, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MANAGED ACCOUNT SERVICES INC

CRD 106532 · SEC 801-47251

AUM

$1.0B

Regulatory assets under management

Employees

1,581 client accounts

Services offered by MANAGED ACCOUNT SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MANAGED ACCOUNT SERVICES INC →

Introduction

Speak with Brett

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brett is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COCONUT GROVE?

Browse all registered financial advisors in COCONUT GROVE, Florida or claim this profile if it's yours.

Browse COCONUT GROVE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brett C. Fingerhut offer?

Brett C. Fingerhut specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COCONUT GROVE, Florida for a consultation.

What are Brett C. Fingerhut's credentials?

Brett C. Fingerhut is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett C. Fingerhut located?

Brett C. Fingerhut is based in COCONUT GROVE, Florida, working with MANAGED ACCOUNT SERVICES INC. Their office serves clients in the COCONUT GROVE metropolitan area and surrounding communities.

How does Brett C. Fingerhut charge for services?

Brett C. Fingerhut's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MANAGED ACCOUNT SERVICES INC?

MANAGED ACCOUNT SERVICES INC has approximately 11 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →