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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Saltzman is an investment advisor representative with Morgan Stanley, registered in New Jersey, New York, and Texas. Brian has been in the financial services industry since December 24, 2008. Brian also has previous experience with Neuberger Berman LLC and Sanford C. Bernstein & Co., LLC. Brian has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Futures Managed Funds Examination. Brian's areas of specialization include investment advisory services, portfolio management for individuals, businesses, and investment companies, and financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/23/2020 - Present
Morgan Stanley (New York NY)
NY
01/10/2012 - 02/16/2016
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
12/25/2008 - 01/18/2012
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 01/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2008
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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