Bryan Rathman is a registered investment advisor at Nfsg Corporation, based in New York, NY, with 32 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
211 East 43rd Street, New York, NY, 10017
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Regulatory History (1)
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Financial
April 2016Final
Other Business Activities
Bryan is a Senior Vice President of Investments at First Colonial Group LLC in New York.
Employment History
Current Registrations
Nfsg Corporation
January 2012 - Present · 14 yrs 3 mos
Newbridge Securities CorporationBroker
December 2011 - Present · 14 yrs 4 mos
Previous Registrations
Maxim Group LLCBroker
November 2008 - December 2011 · 3 yrs 1 mo
Eastbrook Capital Group LLCBroker
January 1998 - November 2008 · 10 yrs 10 mos
Nichols, Safina, Lerner & CO. INC.Broker
January 1996 - January 1998 · 2 yrs
Thomas James Associates, INC.Broker
March 1993 - February 1995 · 1 yr 11 mos
State Registrations41 states
ALARAZCACOCTDEFLGAHIIAILINKSKYLAMAMDMIMNMOMSNCNENHNJNMNYOHOKPARISCSDTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.