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BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC

NEW YORK, NY · CRD 312792 · IAPD ↗ · brookfield.com · 2124177000

$107.29BRegulatory AUM
1421Advisory reps
1421Employees
2Clients
n/aPlanning clients
1Private funds
0States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC added office(s): 30 -> 36 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC grew from 1027 to 1421 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC reported RAUM up 167% ($34.50B -> $92.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC grew from 998 to 1027 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
September 2024 — BROOKFIELD ASSET MANAGEMENT CREDIT AND INSURANCE SOLUTIONS is now doing business as BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
August 2024 — BROOKFIELD ASSET MANAGEMENT INSURANCE ADVISOR LLC is now doing business as BROOKFIELD ASSET MANAGEMENT CREDIT AND INSURANCE SOLUTIONS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
August 2024 — BROOKFIELD ASSET MANAGEMENT CREDIT AND INSURANCE SOLUTIONS now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
45
April 2024 — BROOKFIELD ASSET MANAGEMENT INSURANCE ADVISOR LLC added office(s): 28 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — BROOKFIELD ASSET MANAGEMENT INSURANCE ADVISOR LLC grew from 959 to 998 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.