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Bryan Trugman, CFP®

Attitude Financial Advisors

3 Crossways Park Drive West
Suite 110

Woodbury, NY 11797

516-762-7603

Your success begins with a winning attitude!

About Attitude Financial Advisors

At Attitude Financial we seek to align your personal values  the things most important to you  with a comprehensive financial planning strategy designed to achieve your goals. The result is NOT a product. Its a holistic, ongoing process. Along each step of the way, we help you develop good financial habits that will enable you to accomplish the things you want. We place paramount importance on the delivery of objective and unbiased planning advice to each of our clients. Our high ethical standards, complete transparency and full disclosure are the driving forces of our practice. We can help you: " Save and invest for your future " Protect and enjoy more of your wealth " Live a more fulfilling life " Give back The firm's formula for success is a mix of educating clients in simple, concise terms; being solution oriented; staying current with industry technology, and above all, delivering on promises.

General Information

Firm Start Year

2014

No.of Employees

2-4

CRD#

5561900

Firm CRD#

5561900

Insurance License#

LA-199816

Name of Broker/Dealer

Cambridge Investment Research

Name of Custodial Firm

SEI Private Trust Co., Asset Mark, Pershing, NFS,

States Licensed in

CA, CT, FL, IL, KY, MD, ME, NC, NJ, NM, NY, PA, RI, SC, VA, and WI

Years of Experience in Financial Services

13

Number of Years with Current Firm

7

Foreign Languages Serviced

English, Spanish

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management

Services

Investment Types

Bonds, Mutual Funds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, Via Phone, Video Conference

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 63, Series 7, Series 6

Insurance and Annuity Licenses

Disability, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Firm's Number of Clients

175

Firm's Number of Planning Clients

100

Firm's Number of Managed Clients

175

Assets Managed by Firm

85,000,000

Advisor's Number of Clients

175

Advisor's Number of Managed Clients

175

Advisor's Number of Planning Clients

100

Assets Managed by Advisor

85,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

n/a

Compensation Methods

Commissions

Minimum Fee Charged for Managed Accounts

n/a

Minimum Fee Charged for Hourly Planning Accounts

n/a

Education

BS Industrial & Systems Engineering -

SUNY Binghamton
08/21/2000 - 05/16/2004

Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Attitude Financial Advisors and Cambridge are not affiliated. CA, CT, FL, GA, ID, IL, KY, MD, ME, NC, NJ, NY, PA, SC, VA, WI. Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.