Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Scot Nunberg is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bryan has been in the industry since 1992. Bryan is registered with the states of Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virgin Islands, and Wisconsin. Bryan has passed the Series 63, Series 65, Series 7, Series 31, and SIE exams. Bryan has worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. in the past.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
08/21/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONTVALE NJ)
NY
06/01/2009 - 02/04/2011
MORGAN STANLEY SMITH BARNEY (PEARL RIVER NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PEARL RIVER NY)
NY
06/25/1992 - 04/02/2007
MORGAN STANLEY DW INC. (PEARL RIVER NY)
IA
Issued 01/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bryan Nunberg is the right advisor for you? Invested Better is here to help.
