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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henrik? Claim Your ProfileHenrik Brun is a registered investment advisor representative with Clear Harbor Asset Management, LLC. Henrik is a seasoned professional with over 20 years of experience in the financial services industry. Henrik has worked at several firms including UBS Financial Services Inc., Gates Capital Corporation and Robert R. Meredith & Co., Inc. Henrik has a strong background in portfolio management, financial planning and selection of other advisors. Henrik is a member of the National Association of Securities Dealers (NASD) and holds the Series 3, 7, and 66 licenses. Henrik's firm is a Registered Investment Advisor with the Securities and Exchange Commission (SEC).
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CT
10/07/2021 - Present
Clear Harbor Asset Management, LLC (STAMFORD CT)
NJ
06/07/2001 - 09/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/19/2001 - 04/23/2001
GATES CAPITAL CORPORATION (NEW YORK NY)
NY
09/30/1998 - 04/28/1999
ROBERT R. MEREDITH & CO., INC. (NEW YORK NY)
NY
11/26/1996 - 04/29/1997
GATES CAPITAL CORPORATION (NEW YORK NY)
BOTH
Issued 07/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2002
Series 3 - National Commodity Futures Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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