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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Bronheim is a financial advisor with Morgan Stanley. Gary has over 35 years of experience in the financial services industry. Gary is registered to provide investment advice in Connecticut, Florida, New York, and Texas. Gary is also registered to provide brokerage services in all 50 states and the District of Columbia. Gary's areas of expertise include financial planning, portfolio management, and asset allocation advice. Gary provides investment advice to a wide range of clients, including high-net-worth individuals, families, and institutions. Gary is committed to providing his clients with personalized financial advice that is tailored to their specific needs and goals.
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
04/15/2020 - Present
Morgan Stanley (New York NY)
NY
03/11/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/16/1992 - 03/26/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
11/04/1987 - 07/10/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
07/09/1985 - 11/17/1987
L. F. ROTHSCHILD & CO. INCORPORATED
NA
04/19/1983 - 07/10/1985
BRODIS SECURITIES INCORPORATED
IA
Issued 01/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1985
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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