Welcome
Brian Exelbert is a Financial Advisor with The Bermont / Carlin Group at Smith Barney. The members of the Bermont / Carlin Group began working together in 1974 to provide investment management and trust services, as well as financial planning and investment banking for a limited number of high net worth individuals and families, institutions, corporate entities and not-for-profit corporations. For more than 30 years, the primary mission has been to build close, cooperative, and enduring relationships with clients that judiciously help them preserve and grow their wealth.
As an integral part of Smith Barney, we provide access to the expansive research, underwriting and trading resources of this global financial leader. A division of Citigroup Global Markets Inc., Smith Barney currently serves more than 7.5 million client accounts, representing nearly $900 billion in client assets.
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- You've worked hard to build your retirement assets. Isn't it time they were professionally managed? E-mail me for more information about our Portfolio Management Program.
Brian R. Exelbert is licensed in the following state(s): AZ, CA, CO, CT, FL, GA, IL, LA, MA, ME, NC, NJ, NY, PA, TN, TX, VA, WA, WY
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
