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Richard Henry Bregman

Investment adviser representative at Mjb Asset Management LLC
29 yearsExperience
1 stateRegistered in
CFADesignation
$141.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

29 years in the industry.

  1. Mjb Asset Management LLCMar 1997 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NY).

Mjb Asset Management LLC

$141.4MAssets managed
108Clients
1Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4379488
Firm CRD
109940
Advisor's SEC record (opens in a new tab)
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