BD
CFA
BD
CFA

Bryan Didonato

20 Years of Experience
Jersey City, NJ

Bryan Didonato is a CFA-designated registered investment advisor at Abner Herrman & Brock, LLC, based in Jersey City, NJ, with 20 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 2,403 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
2,403 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

AHB charges a percentage of the value of your portfolio each year, paid quarterly in advance. The annual rate ranges from 0.25% to 1.40% and is negotiable. The specific fee is set forth in your Investment Advisory Agreement. Fees will be adjusted for additional assets added to the account over $25,000 during the billing period. The adjustment will be applied to the advisory fee the following quarter.

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Location

185 Hudson Street, Suite 1640, Jersey City, NJ, 07311

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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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Employment History
Current Registrations
Abner Herrman & Brock, LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Abner Herrman & Brock, LLCBroker
August 2005 - December 2023 · 18 yrs 4 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bryan Didonato - Financial Advisor | TrueAdvisor