Unclaimed Profile

Bert E Brodsky

BELHEALTH INVESTMENT PARTNERS, LLC·PORT WASHINGTON, New York

BELHEALTH INVESTMENT PARTNERS, LLC

26 HARBOR PARK DRIVE, PORT WASHINGTON, NY 11050CRD# 6038522Firm CRD# 162674

Profile Verification

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

Identity

Bert E Brodsky · PORT WASHINGTON, NY

Registration

CRD #6038522 · BELHEALTH INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BELHEALTH INVESTMENT PARTNERS, LLC

AUM

$310M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BELHEALTH INVESTMENT PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6038522

Firm CRD# 162674

View on FINRA BrokerCheck →

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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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