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Thomas Anthony Cattani

BRUDERMAN ASSET MANAGEMENT, LLC·SUFFERN, New York
Clean recordBRUDERMAN ASSET MANAGEMENT, LLC
75 MONTEBELLO ROAD, SUFFERN, NY 10901CRD# 5261411Firm CRD# 173565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Anthony Cattani · SUFFERN, NY
Registration
CRD #5261411 · BRUDERMAN ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Anthony Cattani is a registered financial advisor based in SUFFERN, New York, affiliated with BRUDERMAN ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GARY GOLDBERG PLANNING SERVICES, LLC
GARY GOLDBERG PLANNING SERVICES
AUM
$486M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at GARY GOLDBERG PLANNING SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARING IN PERFORMANCE-BASED FEES FOR CERTAIN PRIVATE FUNDS
Regulatory
SEC/IARD CRD# 5261411
Firm CRD# 173565
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Anthony Cattani offer?
Thomas Anthony Cattani specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUFFERN, New York for a consultation.
What are Thomas Anthony Cattani's credentials?
Thomas Anthony Cattani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Anthony Cattani located?
Thomas Anthony Cattani 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 Thomas Anthony Cattani charge for services?
Thomas Anthony Cattani'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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Andrew Scott Klick
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Jannine Marisa Barbosa
SUFFERN, NY
Matthew John Bruderman
LOCUST VALLEY, NY

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