AB
AB

Alyse N Blumberg

36 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
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Location

475 Springfield Ave, Suite 1, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alyse is the President of Blumberg Financial Services LLC, where she collects renewals for non-security life and health insurance products, dedicating about a quarter of her time. She is also the President of Neiburg Insurance Agency Inc and an IAR Rep for TLG Advisors, Inc, but spends minimal time on these activities.

Employment History
Current Registrations
Tlg Advisors, INC.
July 2016 - Present · 9 yrs 7 mos
The Leaders Group, INC.
December 2013 - Present · 12 yrs 2 mos
The Leaders Group, INC.Broker
December 2013 - Present · 12 yrs 2 mos
Previous Registrations
Transamerica Financial Advisors, INCBroker
September 2009 - December 2011 · 2 yrs 3 mos
Transamerica Financial Advisors, INC.
September 2009 - December 2011 · 2 yrs 3 mos
Transamerica Financial Advisors, INC.
January 2005 - September 2009 · 4 yrs 8 mos
Transamerica Financial Advisors, INC.Broker
May 1999 - September 2009 · 10 yrs 4 mos
Tower Square Securities, INC.Broker
February 1998 - May 1999 · 1 yr 3 mos
Transamerica Securities Sales CorporationBroker
October 1987 - July 1995 · 7 yrs 9 mos
Transamerica Financial Resources, INC.Broker
February 1987 - December 1997 · 10 yrs 10 mos
State Registrations2 states
NJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.