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Brett David Gardner

KARPUS MANAGEMENT INC·PITTSFORD, New York
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183 SULLY'S TRAIL, PITTSFORD, NY 14534CRD# 4882185Firm CRD# 110275
01

About

Brett David Gardner is a registered financial advisor based in PITTSFORD, New York, affiliated with KARPUS MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
KARPUS MANAGEMENT INC
KARPUS INVESTMENT MANAGEMENT
AUM
$4.0B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at KARPUS MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4882185
Firm CRD# 110275
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett David Gardner offer?
Brett David Gardner specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PITTSFORD, New York for a consultation.
What are Brett David Gardner's credentials?
Brett David Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett David Gardner located?
Brett David Gardner is based in PITTSFORD, New York, working with KARPUS MANAGEMENT INC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Brett David Gardner charge for services?
Brett David Gardner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KARPUS MANAGEMENT INC?
KARPUS MANAGEMENT INC has approximately 38 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PITTSFORD
Joseph Patrick Zappia — LVW ADVISORS, LLCVictoria Ann Hemiup — LVW ADVISORS, LLCRichard H Van Kuren — LVW ADVISORS, LLCScott Nasca — GENERATION CAPITAL MANAGEMENT LLCMichael Joseph Cudlipp — CUDLIPP ADVISOR SERVICES, LLC
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Research
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