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Jeffrey Bruce Garber

PERSONAL ASSET STRATEGIES, INC.·WESTBURY, New York
Unclaimed Profile
1600 STEWART AVENUE, WESTBURY, NY 11590CRD# 4841517Firm CRD# 128627
01

About

Jeffrey Bruce Garber is a registered financial advisor based in WESTBURY, New York, affiliated with PERSONAL ASSET STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PERSONAL ASSET STRATEGIES, INC.
PERSONAL ASSET STRATEGIES, INC.
AUM
$39M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PERSONAL ASSET STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4841517
Firm CRD# 128627
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Bruce Garber offer?
Jeffrey Bruce Garber specializes in Financial Planning, Investment Management. Contact their office in WESTBURY, New York for a consultation.
What are Jeffrey Bruce Garber's credentials?
Jeffrey Bruce Garber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Bruce Garber located?
Jeffrey Bruce Garber is based in WESTBURY, New York, working with PERSONAL ASSET STRATEGIES, INC.. Their office serves clients in the WESTBURY metropolitan area and surrounding communities.
How does Jeffrey Bruce Garber charge for services?
Jeffrey Bruce Garber's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL ASSET STRATEGIES, INC.?
PERSONAL ASSET STRATEGIES, INC. has approximately 3 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTBURY
Joseph Michael Cancellieri — ACRES CAPITAL, LLCLinda Su-Jing Chan — ACRES CAPITAL, LLCJay Allan Ambroson — INVICTUS TIMING SERVICE LTDLonnie Milder Garber — PERSONAL ASSET STRATEGIES, INC.Peter Frank Florio — PSF FINANCIAL SERVICES, INC.
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