Bruce
Siegel

Ladenburg Thalmann Asset Management Inc

CRD#2432159
Investment Advisor
in Melville, NY

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About this Advisor

Bruce Siegel is a financial advisor based in Melville, New York who has 19 years of industry experience. Siegel works at Ladenburg Thalmann Asset Management Inc. They have spent all of their career at Ladenburg Thalmann Asset Management Inc. Siegel maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Louisiana, Michigan, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania and Texas. Ladenburg Thalmann Asset Management Inc is a firm based in New York, NY. The firm has offices in two locations and a total of 35 financial advisors. It handles $3 billion in assets under management among its 3,408 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 24 charitable organizations. Of its 3,408 client accounts, just 5% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Ladenburg Thalmann Asset Management Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

58 South Service Road Suite 160
Melville, NY 11747

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Ladenburg Thalmann Asset Management Inc Brokerage Details

Total Assets Under Management

$3,415,364,439

NY Average: $7,464,549,021
Total Number of Employees

35

NY Average: 88
Total Number of Accounts

3,408

NY Average: 3,892
Average Account Size

$1,002,161

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Bruce Siegel Work History

Bruce has been registered as a financial advisor for 19 years.*

2002 - Present (22 years)

Ladenburg, Thalmann & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bruce Siegel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ladenburg Thalmann Asset Management Inc

Josephine Paribello
New York, NY
Robert Baisch
New York, NY
Anderson Schock
Charlotte, NC
Marc Weinberger
Boca Raton, FL
Michael Meechan
New York, NY
Jeffrey Caliva
New York, NY
Bruce Silver
New York, NY
Timothy Eng
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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