BLOOMBERG WEALTH LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 166284). Regulatory assets under management: $220.6M.
| Name | Role | Location |
|---|---|---|
| HERTE BRIAN GERARD | VICE PRESIDENT | — |
| MICHEL JOHN DONALD | PRESIDENT | — |
| DESCHERER RICHARD KALTMAN | SECRETARY | — |
| BLOOMBERG MICHAEL RUBENS | TRUSTEE | — |
| KANTROWITZ NAOMI LYNN | CHIEF COMPLIANCE OFFICER | — |