Huntleigh Advisors, Inc.

MBR Financial, established in September 2011, offers investment and wealth management services, financial planning, and estate planning. The firm's principal owners are Mary Margolis, Alfred “Trey” Brady, III, Daniel J. Bender, and Suresh Raghavan, CFA. MBR tailors services to individual client needs, focusing on pre-retirement, investment allocation, risk analysis, estate planning, and more. The firm manages investment portfolios, determining goals, evaluating current assets, and assessing risk tolerance. As of December 31, 2024, MBR managed $692,765,436 in discretionary and $175,400,398 in non-discretionary assets. For financial planning, MBR charges flat or hourly fees ranging from $150 to $500 per hour. Investment management fees are based on assets under management, with rates from 0.50% to 1.00% depending on the asset value. MBR may recommend alternative investments, private placements, and cryptocurrencies, with additional fees. The firm operates under a Code of Ethics, ensuring client interests are prioritized. MBR does not guarantee future performance and discloses potential risks, including cybersecurity risks. The firm provides investment discretion for clients, with full trading authority under a limited power of attorney for discretionary accounts. MBR does not vote proxies for client securities. There have been no disciplinary actions against MBR or its principals.