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Robert Michael Fine

BREAN ASSET MANAGEMENT, LLC·SUMMIT, New Jersey
SIE, Series 7, Series 24, Series 52TO, Series 63, Series 79TO, Series 99TOClean recordBREAN ASSET MANAGEMENT, LLC
35 BEECHWOOD ROAD, SUMMIT, NJ 07901CRD# 1450313Firm CRD# 281712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Michael Fine · SUMMIT, NJ
Registration
CRD #1450313 · BREAN ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BREAN ASSET MANAGEMENT, LLC
CRD 281712 · SEC 801-117198
AUM
$215M
Regulatory assets under management
Employees
9
1 client accounts
Services offered by BREAN ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at BREAN ASSET MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Robert Michael Fine offer?
Robert Michael Fine specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SUMMIT, New Jersey for a consultation.
What are Robert Michael Fine's credentials?
Robert Michael Fine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Michael Fine located?
Robert Michael Fine is based in SUMMIT, New Jersey, working with BREAN ASSET MANAGEMENT, LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Robert Michael Fine charge for services?
Robert Michael Fine'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 BREAN ASSET MANAGEMENT, LLC?
BREAN ASSET MANAGEMENT, LLC has approximately 9 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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