![Haley Brehm, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
Haley Brehm (CRD# 7212751) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has 1 year of experience in the finance industry.
![Joseph Abed El Latif, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 6091481
The Ayco Company, LP
![Anthony Accetta, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 5123632
Cetera Investment Advisers LLC
![Lawrence Agler, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 1476297
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rockefeller Capital Management | Saratoga, NY | Oct 2023 - Current | < 1 |
Rockefeller Financial LLC | Saratoga, NY | Oct 2023 - Current | < 1 |
Goldman Sachs & Company LLC | Cohoes, NY | Jul 2022 - Oct 2023 | 1 |
Siena College | Loudenville, NY | Jul 2018 - May 2022 | 3 |
Ayco | Cohoes, NY | Jun 2021 - Aug 2021 | < 1 |
15 Church | Saratoga Springs, NY | Jun 2020 - Aug 2020 | < 1 |
Charles Schwab | Saratoga Springs, NY | Dec 2019 - Mar 2020 | < 1 |
Albany Academy | Albany, NY | Sep 2004 - Jul 2018 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- NY
- TX
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Total Assets Under Management51,821MILLIONS
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Total Number of Accounts61,461ACCOUNTS
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Average Account Value$843,153
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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