Advisors at this firm
Debra B
Series 65
Los Angeles, CA
BMB Advisers LLC
Debra Bonseigneur is a financial advisor with BMB Advisers LLC in Los Angeles, holding a Series 65 designation and 26 years of industry experience. She has been with BMB Advisers since 1999 and is also a shareholder and officer at Freedman, Broder & Company Accountancy Corp., an accounting practice where she works full time. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm uses a long-term investment approach that favors passive equity exposure through mutual funds and ETFs, and it offers both direct portfolio management and a referral-based Independent Advisor Program.
William B
Series 65
Los Angeles, CA
BMB Advisers LLC
William Broder is a Series 65-licensed financial advisor with 26 years of industry experience. He is a principal at BMB Advisers LLC, where he has worked since 1999, and also serves as a shareholder and officer at Freedman Broder & Company, an accounting practice operating since 1965. Broder works full time in the accounting firm while providing advisory services at BMB Advisers. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm offers direct portfolio management alongside a referral-based Independent Advisor Program and employs a long-term investment approach favoring passive equity exposure through mutual funds and ETFs.
Stephen M
Series 65
Los Angeles, CA
BMB Advisers LLC
Stephen Michalski is a Series 65-licensed advisor with BMB Advisers LLC in Los Angeles, CA, and has 26 years of industry experience. He has worked at BMB Advisers since 1999 and is also a shareholder and officer at Freedman Broder & Company Accountancy Corp., where he has been involved since 1985. All principals of BMB Advisers are also principals of this accounting practice. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry, along with their related trusts, estates, and retirement accounts. The firm offers direct portfolio management and a referral-based Independent Advisor Program, with a long-term investment approach that favors passive equity exposure and diversified managed fund models.
