Brookfield Private Advisors LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
122
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
151423
Registered since
March 31, 2010

Firm profile

FINTRX

Overview

Brookfield Private Advisors LLC is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. Other business activities, advisory services, client segmentation, and fee arrangements were not supplied in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • David Levi

    David Levi

    CEO & Managing PartnerCRD 2387908

  • Ashley Pak

    Ashley Pak

    Chief Compliance OfficerCRD 3189663

Contacts

3 of 120
  • Phillip Williams

    Phillip Williams

    Senior Vice PresidentCRD 5668809

  • Ibrahim Chaudry

    Ibrahim Chaudry

    Consultant Relationship ManagerCRD 5881635

  • Samantha Scher

    Samantha Scher

    Managing DirectorCRD 5632922

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
Brookfield Place Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth