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Jannine Marisa Barbosa

BRUDERMAN ASSET MANAGEMENT, LLC·SUFFERN, New York
SIE, Series 7, Series 24, Series 66, Series 99TOClean record19 years registeredBRUDERMAN ASSET MANAGEMENT, LLC
75 MONTEBELLO ROAD, SUFFERN, NY 10901CRD# 4723222Firm CRD# 173565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jannine Marisa Barbosa · SUFFERN, NY
Registration
CRD #4723222 · BRUDERMAN ASSET MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

KESTRA PRIVATE WEALTH SERVICES, LLC
Aug 2019 – present
BRUDERMAN ASSET MANAGEMENT, LLC
Dec 2016 – Oct 2019
SUFFERN, NY
GARY GOLDBERG PLANNING SERVICES INC
Dec 2006 – Mar 2015
SUFFERN, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Series 99TO
Registration record
First registered · December 18, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GARY GOLDBERG PLANNING SERVICES, LLC
CRD 173565 · SEC 801-81097
AUM
$486M
Regulatory assets under management
Employees
26
488 client accounts
Services offered by GARY GOLDBERG PLANNING SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GARY GOLDBERG PLANNING SERVICES, LLC →
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05

Frequently Asked Questions

What services does Jannine Marisa Barbosa offer?
Jannine Marisa Barbosa specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUFFERN, New York for a consultation.
What are Jannine Marisa Barbosa's credentials?
Jannine Marisa Barbosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jannine Marisa Barbosa located?
Jannine Marisa Barbosa is based in SUFFERN, New York, working with BRUDERMAN ASSET MANAGEMENT, LLC. Their office serves clients in the SUFFERN metropolitan area and surrounding communities.
How does Jannine Marisa Barbosa charge for services?
Jannine Marisa Barbosa's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sharing in performance-based fees for certain private funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRUDERMAN ASSET MANAGEMENT, LLC?
BRUDERMAN ASSET MANAGEMENT, LLC has approximately 26 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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