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Jamie Marc Brodsky

BREAKWALL INVESTMENT ADVISOR LLC·PORT WASHINGTON, New York
SIE, Series 7, Series 24, Series 63, Series 79TOClean recordBREAKWALL INVESTMENT ADVISOR LLC
921 PORT WASHINGTON, PORT WASHINGTON, NY 11050CRD# 4874515Firm CRD# 328990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jamie Marc Brodsky · PORT WASHINGTON, NY
Registration
CRD #4874515 · BREAKWALL INVESTMENT ADVISOR LLC
Brand Profile
Not yet started
01

Registrations & Exams

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

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BREAKWALL INVESTMENT ADVISOR LLC
CRD 328990 · SEC 801-129195
AUM
$1.8B
Regulatory assets under management
Employees
8
9 client accounts
Services offered by BREAKWALL INVESTMENT ADVISOR LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at BREAKWALL INVESTMENT ADVISOR LLC →
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Frequently Asked Questions

What services does Jamie Marc Brodsky offer?
Jamie Marc Brodsky specializes in Retirement Planning. Contact their office in PORT WASHINGTON, New York for a consultation.
What are Jamie Marc Brodsky's credentials?
Jamie Marc Brodsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie Marc Brodsky located?
Jamie Marc Brodsky is based in PORT WASHINGTON, New York, working with BREAKWALL INVESTMENT ADVISOR LLC. Their office serves clients in the PORT WASHINGTON metropolitan area and surrounding communities.
How does Jamie Marc Brodsky charge for services?
Jamie Marc 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 BREAKWALL INVESTMENT ADVISOR LLC?
BREAKWALL INVESTMENT ADVISOR LLC has approximately 8 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BREAKWALL INVESTMENT ADVISOR LLC

Christopher Anthony Abbate
PORT WASHINGTON, NY
Daniel Patrick Flannery
PORT WASHINGTON, NY

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