Best Investors Account Sign in
Inactive

Richard Francis Jack

Meadowbrook Wealth Management, LLC

Garden City, NY

CRD 4166546

Claim This Profile
Employer firm

Meadowbrook Wealth Management, LLC CRD 110508

$110M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Meadowbrook Wealth Management, Llc

1042 Franklin Avenue Suite 110, Garden City, NY 11530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-02
  • NY RA
    APPROVED
    Since 2021-04-02

Branch Locations

1042 Franklin Avenue Suite 110, Garden City, NY 11530 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meadowbrook Wealth Management, Llc Garden City NY 04/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-29
S63 Uniform Securities Agent State Law Examination 2000-12-04
  • S65 Uniform Investment Adviser Law Examination
    2014-07-29
  • S63 Uniform Securities Agent State Law Examination
    2000-12-04

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY

More in Garden City, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor