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Brett Charles Goverman

GOVERMAN FINANCIAL SOLUTIONS, LLC·DEDHAM, Massachusetts
Clean recordGOVERMAN FINANCIAL SOLUTIONS, LLC
990 WASHINGTON STREET, DEDHAM, MA 02026CRD# 6606767Firm CRD# 130397

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Charles Goverman · DEDHAM, MA
Registration
CRD #6606767 · GOVERMAN FINANCIAL SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brett Charles Goverman is a registered financial advisor based in DEDHAM, Massachusetts, affiliated with GOVERMAN FINANCIAL SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GOVERMAN FINANCIAL SOLUTIONS, LLC
FINANCIAL SOLUTIONS ASSOCIATES
AUM
$132M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GOVERMAN FINANCIAL SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6606767
Firm CRD# 130397
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Charles Goverman offer?
Brett Charles Goverman specializes in Financial Planning, Investment Management. Contact their office in DEDHAM, Massachusetts for a consultation.
What are Brett Charles Goverman's credentials?
Brett Charles Goverman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Charles Goverman located?
Brett Charles Goverman is based in DEDHAM, Massachusetts, working with GOVERMAN FINANCIAL SOLUTIONS, LLC. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.
How does Brett Charles Goverman charge for services?
Brett Charles Goverman'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 GOVERMAN FINANCIAL SOLUTIONS, LLC?
GOVERMAN FINANCIAL SOLUTIONS, LLC has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GOVERMAN FINANCIAL SOLUTIONS, LLC

Barnet Goverman
DEDHAM, MA

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Research
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