linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bernard Charles Groveman

First Manhattan Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bernard? Claim Your Profile

About Bernard Charles Groveman

Bernard Charles Groveman is a registered investment advisor representative with First Manhattan Co. LLC. Bernard has been in the industry since 1986 and has a broad range of experience. Bernard holds licenses in 39 states and is registered with FINRA as a general securities principal.

Firm Information

Bernard Groveman is currently registered with First Manhattan Co. LLC. First Manhattan Co. LLC is an investment advisor based in NEW YORK, NY. With over $31 billion in regulatory assets under management, they offer financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, investment companies, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and insurance companies. They participate in wrap fee programs.
First Manhattan Co. LLC

399 PARK AVENUE

NEW YORK, NY 10022

$31.83B

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bernard Groveman’s Registration & Firm History

NY

02/16/2023 - Present

First Manhattan Co. LLC (NEW YORK NY)

NA

09/05/1985 - 06/07/1988

FIRST MANHATTAN CO

NA

06/06/1984 - 10/26/1984

CS FIRST BOSTON CORPORATION

NA

10/19/1983 - 05/18/1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

Not sure if Bernard Charles Groveman is right for you?

Licenses & Designations

IA

Issued 12/01/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/1994

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bernard Charles Groveman.
Not sure if Bernard Charles Groveman is right for you?