Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Stoddard is a financial advisor currently registered with Grayscale Advisors. Brooke has over 13 years of experience in the financial services industry. Brooke previously worked at Goldman Sachs and Genesis Global Trading, Inc. Brooke is licensed to sell securities in 51 states and the District of Columbia and holds multiple industry licenses, including Series 3, 7, 63, 66, and SIE. Brooke is a registered Investment Advisor Representative (IAR) in Connecticut. Brooke is a Vice President of Distribution & Partnerships at Grayscale Investments, LLC and is responsible for the distribution of Grayscale's investment products. Brooke is a Director and Officer of Generation Lyme, a non-profit organization that provides support to Lyme disease patients. Brooke is a graduate of the Wharton School of the University of Pennsylvania. Brooke is also a member of the University Press Club.
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.
Strategic management for diversified investment portfolios.
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.
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.
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2
CT
09/15/2023 - Present
Grayscale Advisors (STAMFORD CT)
CT
03/04/2024 - 08/29/2024
FORESIDE FUND SERVICES, LLC (Stamford CT)
CT
10/03/2022 - 03/01/2024
GRAYSCALE SECURITIES, LLC (Stamford CT)
CT
06/17/2019 - 10/03/2022
GENESIS GLOBAL TRADING, INC (STAMFORD CT)
NY
10/12/2015 - 05/28/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
02/28/2007 - 07/19/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 09/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2015
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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