At Attitude Financial we seek to align your personal values the things most important to you with a comprehensive financial planning strategy designed to achieve your goals. The result is NOT a product. Its a holistic, ongoing process. Along each step of the way, we help you develop good financial habits that will enable you to accomplish the things you want. We place paramount importance on the delivery of objective and unbiased planning advice to each of our clients. Our high ethical standards, complete transparency and full disclosure are the driving forces of our practice. We can help you: " Save and invest for your future " Protect and enjoy more of your wealth " Live a more fulfilling life " Give back The firm's formula for success is a mix of educating clients in simple, concise terms; being solution oriented; staying current with industry technology, and above all, delivering on promises.
|Firm Start Year:||2014|
|Name of Broker/Dealer:||Cambridge Investment Research|
|Name of Custodial Firm:||SEI Private Trust Co., Asset Mark, Pershing, NFS,|
|States Licensed in:||CA, CT, FL, IL, KY, MD, ME, NC, NJ, NM, NY, PA, RI, SC, VA, and WI|
|Number of Years with Current Firm:||7|
|Foreign Languages Serviced:||English, Spanish|
|Advisory Services Provided:||Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management|
|Investment Types:||Bonds, Mutual Funds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, Via Phone, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life|
|Firm's Number of Clients:||175|
|Firm's Number of Planning Clients:||100|
|Firm's Number of Managed Clients:||175|
|Assets Managed by Firm:||85,000,000|
|Advisor's Number of Clients:||175|
|Advisor's Number of Managed Clients:||175|
|Advisor's Number of Planning Clients:||100|
|Assets Managed by Advisor:||85,000,000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||n/a|
|Compensation Methods:||Flat Fee, Based on Assets, Commissions|
|Minimum Fee Charged for Managed Accounts:||n/a|
|Minimum Fee Charged for Hourly Planning Accounts:||n/a|
|BS Industrial & Systems Engineering||
SUNY Binghamton - Binghamton, NY
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Attitude Financial Advisors and Cambridge are not affiliated. CA, CT, FL, GA, ID, IL, KY, MD, ME, NC, NJ, NY, PA, SC, VA, WI. Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Bryan Trugman grew up always knowing he wanted to work in the financial world. Good in math and personable, he was fascinated by how many people his father, a financial advisor, could meet with and help on a regular basis. Bryan enthusiastically followed in his father's footsteps, joining him at MetLife in 2008, and later they co-founded Attitude Financial Advisors. Today Bryan is a Certified Financial Planner" and plays a key role in the firm's continued evolution.
Bryan helps guide young professionals and baby boomers to achieve their financial goals. His range of expertise allows him to address needs of new parents seeking to realign their finances, assist divorced individuals presented with an unforeseen fork in the road, and help those seeking to accrue a dependable retirement nest egg.
Bryan prides himself on being a good listener, getting to know clients, and learning about what is important to them. Bryan earned a Bachelor of Science degree in industrial and systems engineering with a minor in mathematics at State University of New York at Binghamton. Bryan has served on the board of the Financial Planning Association and continues to be actively involved in the national organization. He is also a member of the Plainview-Old Bethpage Chamber of Commerce, for which he has served as a Vice President and board member. In addition to taking the lead with clients, Bryan enjoys taking the lead on the ballroom dance floor. Partnering outdoors, he can be spotted engaging in a fast-paced game of doubles on the tennis court. He resides on the east side of midtown Manhattan.
To learn more about Bryan and Attitude Financial Advisors, call 516-762-7603, email firstname.lastname@example.org or visit https://www.attitudefinancialadvisors.com/contact/.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Nassau & Suffolk County||Westchester|