Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Rathman is a financial advisor in New York with over 27 years of experience. Bryan has worked at Newbridge Financial Services Group, Inc. since 2011 and previously held positions at Maxim Group LLC, Eastbrook Capital Group LLC, Nichols, Safina, Lerner & Co. Inc. and Thomas James Associates, Inc.. Bryan holds licenses in 41 states. Newbridge Financial Services Group, Inc. is a registered investment advisor that provides financial planning, portfolio management, and selection of other advisors. Bryan specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees
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2
NY
01/07/2019 - Present
Newbridge Financial Services Group, Inc. (NEW YORK NY)
NY
11/24/2008 - 12/12/2011
MAXIM GROUP LLC (NEW YORK NY)
NY
01/27/1998 - 11/24/2008
EASTBROOK CAPITAL GROUP LLC (NEW YORK NY)
NY
01/12/1996 - 01/30/1998
NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)
NY
03/02/1993 - 02/01/1995
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BOTH
Issued 02/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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