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Brendan Robert Breslow

Lbmz Securities, Inc.

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About Brendan Robert Breslow

Brendan Breslow is an investment advisor representative with Lbmz Securities, Inc. Brendan is based in Chicago, IL. Brendan specializes in investment advisory services including portfolio management for individuals, investment companies, pooled investment vehicles, and businesses. Brendan has been in the investment industry for over 2 years and has experience in other fields including food service and recreation. Brendan holds a Series 7TO and Series 65 license.

Firm Information

Brendan Breslow is currently registered with Lbmz Securities, Inc.. Zacks Investment Management, Inc. is an investment management firm based in Chicago, Illinois. They offer a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm creates and manages quantitative investment models licensed to sponsors of UITS and ETFs. They manage over $10 billion in assets for various clients, including individuals, high net worth individuals, pension and profit sharing plans, corporations, and other investment advisors. They also offer wrap fee programs.
Lbmz Securities, Inc.

10 S. RIVERSIDE PLAZA

CHICAGO, IL 60606

$10.56B

Assets Under Management

25

Total Clients

66

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.

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financial planning services

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

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

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

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Brendan Breslow’s Registration & Firm History

IL

05/01/2024 - Present

Lbmz Securities, Inc. (CHICAGO IL)

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Licenses & Designations

IA

Issued 05/04/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brendan Robert Breslow.
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