Berman Capital Advisors LLC

Berman Capital Advisors LLC is a registered GA Limited Liability Company that was established back in 2010. With 24 employees under its wing, it mainly provides advisory services to 1 client. This SEC-approved entity's registration status has been updated most recently on Oct 20, 2010.

• DAVID LEE FISHER

  PRESIDENT owns less than 5%

• JILL BRODIE ASRAEL

  MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER owns more than 5% but less than 10%

• JOHN RUSSELL ALLEN

  CHIEF INVESTMENT OFFICER owns less than 5%

• JUSTIN BERMAN

  PRINCIPAL, MANAGING MEMBER owns 75% or more

• KELLY ANN DOWNS

  CHIEF OPERATING OFFICER owns less than 5%

• WEN YUAN TANG

  WEALTH ADVISOR owns less than 5%

• WENDELL SWITZER REILLY

  MEMBER owns less than 5%

• STATE BANK AND TRUST CO
  United States

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• The Evolution of Berman Capital Advisors, LLC's Portfolio Holdings from Q2 to Q3 2021

• Amazon.com Inc $1,056k
• CBS CORPORATION $224k
• GLOBAL PAYMENTS INC $61k
• PRUDENTIAL FINL $33k
• ULTA BEAUTY INC $21k
• HEWLETT PACKARD ENTR $18k
• LendingTree Inc $16k
• CERNER CORP $15k
• WYNN RESORTS LTD $15k
• ALEXANDRIA REAL ESTATE EQ IN $7k