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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Ross Brodkowitz is an Investment Advisor Representative with Gries Financial Partners and Logix Investments LLC. Kenneth is also a Chief Investment Officer at Bull Harbor Capital LLC. Kenneth has been working in the financial industry since 1996 and has experience in both the brokerage and investment advisory businesses. Kenneth is registered with the states of Florida, Maryland, and Ohio, and is licensed to sell securities and commodity futures.
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.
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.
Personal trustee services, bill pay, and tax prep assistance
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.
Personal trustee services, bill pay, and tax prep assistance
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2
OH
01/02/2024 - Present
Gries Financial Partners (CLEVELAND OH)
NY
08/30/1996 - 04/10/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 12/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1996
Series 3 - National Commodity Futures Examination
BC
Issued 08/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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