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Sherli Sf Looi

Garrison Bradford & Associates Inc.

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About Sherli Sf Looi

Sherli Looi is an Investment Advisor Representative at Garrison Bradford & Associates Inc., a firm based in New York, NY. Sherli is registered with the state of Connecticut and New York and specializes in providing portfolio management services to individuals.

Firm Information

Sherli Looi is currently registered with Garrison Bradford & Associates Inc.. Garrison Bradford & Associates Inc. is an investment advisor based in NEW YORK, NY. They have 2 investment advisor representatives and manage approximately $123,217,847 in assets for 52 accounts. Their services include portfolio management for individuals. They primarily serve high-net-worth individuals, with 41 clients and $117,483,636 in assets under management, and individuals other than high-net-worth, with 10 clients and $3,858,189 in assets under management. They also serve pension and profit-sharing plans, with $1,876,022 in assets under management.
Garrison Bradford & Associates Inc.

445 PARK AVENUE

NEW YORK, NY 10022

$123.22M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sherli Looi’s Registration & Firm History

NY

12/05/2021 - Present

Garrison Bradford & Associates Inc. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/25/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sherli Sf Looi.
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