Unclaimed Profile

Patrick Jan Broger

US SELECT ASSET MANAGEMENT, INC.·JERSEY CITY, New Jersey

Series 65Clean record5 years registeredUS SELECT ASSET MANAGEMENT, INC.

HARBORSIDE PLAZA 2, 200 HUDSON ST, JERSEY CITY, NJ 07311CRD# 7328502Firm CRD# 166672

Profile Verification

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

Identity

Patrick Jan Broger · JERSEY CITY, NJ

Registration

CRD #7328502 · US SELECT ASSET MANAGEMENT, INC. · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: US SELECT ASSET MANAGEMENT, INC.

US SELECT ASSET MANAGEMENT, INC.

Jul 2022 – Dec 2023

Sydney

E&P ASSET MANAGEMENT USA, INC.

Jun 2021 – Mar 2022

New South Wales

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 8, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

US SELECT ASSET MANAGEMENT, INC.

CRD 166672 · SEC 801-85167

AUM

$513M

Regulatory assets under management

Employees

4 client accounts

Services offered by US SELECT ASSET MANAGEMENT, INC.

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at US SELECT ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Patrick Jan Broger offer?

Patrick Jan Broger specializes in Retirement Planning.

What are Patrick Jan Broger's credentials?

Patrick Jan Broger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Jan Broger located?

Patrick Jan Broger is based in JERSEY CITY, New Jersey, last registered with US SELECT ASSET MANAGEMENT, INC..

How does Patrick Jan Broger charge for services?

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

How large is US SELECT ASSET MANAGEMENT, INC.?

US SELECT ASSET MANAGEMENT, INC. has approximately 7 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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