Broadview Wealth Management Employee Directory

Broadview Wealth Management corporate office is located in 4 Winners Cir, Albany, New York, 12205, United States and has 51-200 employees.

Highly Engaged Employees

broadview wealth management llc

broadview wealth management

Broadview Wealth Management Global Presence

Location	People at location
North America	1-10

Key Employees of Broadview Wealth Management

JS
John Shartrand
Chief Investment Officer
PhoneEmail
PhoneEmail
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PhoneEmail
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Index of contact profiles from Broadview Wealth Management

Hundreds of professionals searching for Broadview Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JF
James Faranda
Email Direct
Vice President and Senior Wealth Advisor
United States , New York , Albany

JN
John Nuzzi
Email Direct
Vice President, Advisory Sales
United States , New York , Albany

JS
John Shartrand
Email Direct
Chief Investment Officer
United States , New York , Albany

MB
Megan Burdick
Email Direct
Licensed Relationship Banker
United States , New York , Albany

BH
Brian Hooks
Email Direct
Lpl Financial Advisor
United States , New York , Albany

JW
Jordan West
Email Direct
Financial Consultant
United States , New York , Albany

TT
Todd Trombly
Email Direct
Financial Advisor
United States , New York , Albany

Former Employees at Broadview Wealth Management

Explore people who held key positions, contributed to Broadview Wealth Management's success, and advanced their careers.

Jeffrey Ricchiuti

Director, Advisory Ope... at CAP COM Financial Serv...

Worked as Director, Advisory Operations

at Broadview Wealth Management

Direct

Paula Aveni

Vice President, Sales ... at Wealth Management

Worked as Vice President

at Broadview Wealth Management (2018-2024)

Direct

John Ainsley

Senior Financial Analy... at Broadview FCU

Worked as Financial Consultant

at Broadview Wealth Management (2022-2024)

Direct

Mask Content

Corporate Operations S... at BST & Co. CPAs

Worked as Development Manager, Business Strategy

at Broadview Wealth Management (2024-2025)

Direct

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Frequently Asked Questions Regarding Broadview Wealth Management Employees

How many employees does Broadview Wealth Management have?

Broadview Wealth Management has 51-200 employees

Who are Broadview Wealth Management key employees?

Some of Broadview Wealth Management key employees are John Shartrand

Where is Broadview Wealth Management located?

Broadview Wealth Management’s headquarters are located at 4 Winners Cir, Albany, New York, 12205, United States

How do I contact Broadview Wealth Management?

Broadview Wealth Management Contact Info: Phone number: (518) 782-0209 Website: www.broadviewwealthmanagement.com

What does Broadview Wealth Management do?

Broadview Wealth Management offers a range of financial services including investment management, retirement planning, insurance, and wealth management. Their team of trusted advisors provides personalized strategies tailored to the unique financial goals of their clients. They cater to individuals at various stages of life, from those preparing fo... Read More

Is Broadview Wealth Management a public company?

Broadview Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Broadview Wealth Management Employees