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Bert E Brodsky

BELHEALTH INVESTMENT PARTNERS, LLC·PORT WASHINGTON, New York
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26 HARBOR PARK DRIVE, PORT WASHINGTON, NY 11050CRD# 6038522Firm CRD# 162674
01

About

Bert E Brodsky is a registered financial advisor based in PORT WASHINGTON, New York, affiliated with BELHEALTH INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BELHEALTH INVESTMENT PARTNERS, LLC
BELHEALTH INVESTMENT PARTNERS, LLC
AUM
$310M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BELHEALTH INVESTMENT PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6038522
Firm CRD# 162674
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bert E Brodsky offer?
Bert E Brodsky specializes in Retirement Planning. Contact their office in PORT WASHINGTON, New York for a consultation.
What are Bert E Brodsky's credentials?
Bert E Brodsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bert E Brodsky located?
Bert E Brodsky is based in PORT WASHINGTON, New York, working with BELHEALTH INVESTMENT PARTNERS, LLC. Their office serves clients in the PORT WASHINGTON metropolitan area and surrounding communities.
How does Bert E Brodsky charge for services?
Bert E Brodsky'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 BELHEALTH INVESTMENT PARTNERS, LLC?
BELHEALTH INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $310M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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