Company Information

Get to know brotman financial group

Brotman Financial Group, Inc. is a U.S.-based, SEC-registered investment advisory firm founded by Eric Brotman. The firm operates on a fiduciary standard, providing holistic financial planning and wealth management services to individuals, families, and business owners. Their core services include investment management, retirement planning, estate planning, and insurance strategies. In 2021, the firm became a partner of the Carson Group, a national network of financial advisory firms, to enhance its service offerings and technological capabilities while maintaining its client-centric approach.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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brotman financial group

United States

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.