AdvisorOS Directory
Claim Profile
TC

Thomas Anthony Cattani

BRUDERMAN ASSET MANAGEMENT, LLC·SUFFERN, New York
Unclaimed Profile
75 MONTEBELLO ROAD, SUFFERN, NY 10901CRD# 5261411Firm CRD# 173565
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SUFFERN?

Browse all registered financial advisors in SUFFERN, New York or claim this profile if it's yours.

Browse SUFFERN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SUFFERN
Scott Stephen Simon — TRUE NORTH PARTNERS LLCDavid Francis Dahlberg — TRUE NORTH PARTNERS LLCGary Mark Goldberg — MONTEBELLO PARTNERS LLCJannine Marisa Barbosa — BRUDERMAN ASSET MANAGEMENT, LLCArnold Elliott Reiter — GARY GOLDBERG PLANNING SERVICES INC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile