Richard Bregman
MJB Asset Management · New York, New York
Richard Bregman is a fee-only financial advisor at MJB Asset Management in New York, New York, who holds the CFA credential. MJB Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Richard →
Facts
| Firm | MJB Asset Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $141.4M across 296 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 4379488 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mjbam.com |
| Profile |
How Richard's firm compares
- MJB Asset Management's average account is about $478,000, from its Form ADV (assets managed divided by 296 accounts).
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Richard
Is Richard Bregman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and MJB Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, MJB Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Bregman based?
Richard Bregman is based in New York, New York.
What credentials does Richard Bregman hold?
Richard Bregman holds the CFA credential.
Is Richard Bregman registered with the SEC?
Yes. Richard Bregman is registered as an investment adviser representative in NY (CRD 4379488), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MJB Asset Management manage?
MJB Asset Management reports $141.4M across 296 accounts in assets under management.
How do I contact Richard Bregman?
Through Richard's website, www.mjbam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.