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Bruce Steven Kalbrosky

Brean Capital, LLC

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About Bruce Steven Kalbrosky

Bruce Steven Kalbrosky is a financial professional with over 30 years of experience in the industry. Bruce is currently registered with Brean Capital, LLC and is licensed in 14 states, including California, Florida, Georgia, Illinois, Iowa, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and Connecticut. Bruce has held previous roles at RBC Capital Markets, LLC, J.P. Morgan Securities Inc., Banca IMI Securities Corp., Mabon, Nugent & Co., and Lehman Brothers Kuhn Loeb Incorporated.

Firm Information

Bruce Kalbrosky is currently registered with Brean Capital, LLC. Brean Capital, LLC is a Limited Liability Company formed on February 3, 2000. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

83

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.

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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Bruce Kalbrosky’s Registration & Firm History

NJ

10/06/2014 - Present

Brean Capital, LLC (SUMMIT NJ)

NY

02/14/2007 - 03/21/2014

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

NY

02/21/1994 - 10/02/2006

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

01/29/2001 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

04/30/1991 - 02/07/1994

BANCA IMI SECURITIES CORP. (NEW YORK NY)

NA

06/04/1990 - 04/30/1991

MABON, NUGENT & CO.

NA

08/20/1981 - 11/17/1983

LEHMAN BROTHERS KUHN LOEB INCORPORATED

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Licenses & Designations

BC

Issued 08/20/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/08/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/1981

Series 5 - Interest Rate Options Examination

BC

Issued 08/15/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bruce Steven Kalbrosky.
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