| New York Investment Management Inc |
MUNSON BUILDING, #67, New York, NY 10005 |
|
21232xxxx2 |
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| Colbert Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx3 |
ale*******@u**.com |
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| Williams Jones Wealth Management |
717 5th Ave, New York, NY 10022 |
|
21293xxxx0 |
doe**@w************.com |
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5 |
5 |
| Journal of Wealth Management |
225 Park Ave S #8, New York, NY 10003 |
|
21222xxxx0 |
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| Merrill Lynch Wealth Management |
114 W 47th St, New York, NY 10036 |
|
21238xxxx2 |
ale*********@m*.com |
5 |
1 |
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| Boccia Quinn Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx0 |
abc*******@u**.com |
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| Wealth Advisory Group LLC |
355 Lexington Ave, New York, NY 10017 |
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21254xxxx0 |
a.-**********@w*****.com |
5 |
1 |
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322 |
22 |
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| KBK Wealth Management |
28 W 44th St 12th Floor, New York, NY 10036 |
|
21294xxxx1 |
ala**@k********.com |
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67 |
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| Strategic Wealth Management |
134 Broadway #307, Brooklyn, NY 11211 |
|
71830xxxx5 |
dav********@g***.com |
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| Excelsior Wealth Management - Morgan Stanley |
522 5th Ave Ste 15, New York, NY 10036 |
|
21229xxxx6 |
acc**********@m************.com |
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102 |
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| MDK Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx3 |
abc*******@u**.com |
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| Steve Sheresky - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx3 |
rbc*********@r**.com |
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14777 |
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16000 |
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| J.P.Morgan Global Wealth Management |
345 Park Ave, New York, NY 10154 |
|
21227xxxx0 |
aam***********@j*******.com |
4.5 |
11 |
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90738 |
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116000 |
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| Merrill Lynch Wealth Management Advisor Tyler Stone |
200 Park Ave 13th Floor, New York, NY 10166 |
|
21233xxxx9 |
bri************@b***.com |
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| Morgan Stanley |
1 New York Plaza, FDR Dr 36th Floor, New York, NY 10004 |
|
21260xxxx0 |
int**********@m************.com |
4 |
14 |
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| Saul Wealth Advisors, Inc |
200 Park Ave 32nd floor, New York, NY 10166 |
|
21245xxxx0 |
all*@s*****************.com |
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| The Feldman Group - UBS Financial Services Inc. |
1285 Avenue Of The Americas, New York, NY 10019 |
|
21271xxxx8 |
abc*******@u**.com |
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5 |
1 |
| Oberon Asset Management |
51 Wooster St, New York, NY 10013 |
|
91723xxxx7 |
dab*****@o**********.com |
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| Mike Starr - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
dan******@r**.com |
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| BakerAvenue Wealth Management |
55 Sullivan St, New York, NY 10012 |
|
21220xxxx8 |
am@b*******.com |
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52 |
4 |
68 |
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| Team Global at Morgan Stanley Private Wealth Management - Morgan Stanley |
101 Park Ave 23rd Floor, New York, NY 10178 |
|
21250xxxx0 |
acm***********@m************.com |
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| Lcor Asset Management LP |
26 Federal Plaza, New York, NY 10278 |
|
21261xxxx6 |
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| Griffin Asset Management |
230 Park Ave 4th floor, New York, NY 10169 |
|
91748xxxx8 |
bfa********@g***********.com |
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| Park Avenue Securities LLC |
10 Hudson Yards, New York, NY 10001 |
|
88860xxxx7 |
aar************@p*******************.com |
3.4 |
10 |
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| The O'Callaghan Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave 26th floor, New York, NY 10171 |
|
21282xxxx6 |
abc*******@u**.com |
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| Unique Financial Advisors & Tax Consultants |
26 Broadway f8, New York, NY 10004 |
|
64691xxxx0 |
cri*****@u**********************.com |
5 |
2 |
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| UBS Private Wealth Management |
299 Park Ave 26th floor, New York, NY 10171 |
|
21282xxxx0 |
aar*******@u**.com |
5 |
1 |
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230599 |
|
244000 |
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| The Kahner Smith Wealth Management Group - UBS Financial Services Inc. |
1251 Avenue of the Americas, 1251 6th Ave 2nd Floor, New York, NY 10020 |
|
21262xxxx3 |
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| Multi Generation Wealth Management - Ameriprise Financial Services, LLC |
530 5th Ave 10th floor, New York, NY 10036 |
|
91747xxxx8 |
dns*****@a***.com |
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| BlackDiamond Wealth Management |
12 E 49th St, New York, NY 10017 |
|
21278xxxx9 |
deb********@b*****************.com |
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5 |
7 |
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100 |
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| Edge Wealth Management |
805 3rd Ave, New York, NY 10022 |
|
21268xxxx3 |
adm**@e*********.com |
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| Jason Larner - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
rbc*********@r**.com |
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|
14777 |
|
16000 |
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| Wentworth Management Services LLC |
200 Vesey St 24th floor, New York, NY 10280 |
|
21238xxxx0 |
ale*@a***************.com |
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| Bernard Fisch - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx3 |
rbc*********@r**.com |
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14820 |
|
16000 |
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| Eden Lopez - RBC Wealth Management Financial Advisor |
1211 Avenue Of The Americas, Suite 3300, New York, NY 10036 |
|
21270xxxx7 |
rbc*********@r**.com |
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| Merrill Lynch Wealth Management Advisor Daniel Timari |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx1 |
ban********************@m*.com |
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| Jonathan McLean - TIAA Wealth Management Advisor |
730 3rd Ave 6th Floor, New York, NY 10017 |
|
80084xxxx3 |
acc******************@t***.org |
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|
90970 |
524 |
91000 |
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| Boerum Hill Financial Advisors, LLC |
236 Livingston St #15g, Brooklyn, NY 11201 |
|
51669xxxx0 |
joh******@b***********.com |
5 |
1 |
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| KBK Wealth Management |
28 W 44th St Suite 1200, New York, NY 10036 |
|
21294xxxx1 |
ala**@k********.com |
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| Focus Asset Management |
555 Madison Ave 5th floor, New York, NY 10022 |
|
64648xxxx4 |
m.u****@f*************.com |
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| Chemistry Wealth Management LLC |
111 Broadway, New York, NY 10006 |
|
21297xxxx0 |
che***@c**************.com |
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| Daniel Soo - TIAA Wealth Management Advisor |
41 E. 11th Street 11th Floor, New York, NY 10003 |
|
80084xxxx3 |
ama******@t***.org |
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|
90968 |
524 |
91000 |
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| Gottlieb Rose Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx7 |
abc*******@u**.com |
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| Water Asset Management LLC |
400 Madison Ave Suite 11b, New York, NY 10017 |
|
21275xxxx2 |
a.d***@w*******.com |
3 |
4 |
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| Altfest Personal Wealth Management |
445 Park Ave 6th floor, New York, NY 10022 |
|
21240xxxx0 |
aal*****@a******.com |
5 |
4 |
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| Modera Wealth Management - Financial Advisors & Financial Planners - New York City, NY |
19 W 44th St Suite 1100, New York, NY 10036 |
|
91741xxxx8 |
aar********@m***********.com |
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93 |
|
115 |
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| Drucker Wealth Management |
2 Park Ave #300, New York, NY 10016 |
|
21268xxxx0 |
aut***@d************.com |
4.9 |
65 |
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|
816 |
11 |
835 |
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| HLS Wealth Management - Morgan Stanley |
55 E 52nd St 11th Floor, New York, NY 10055 |
|
21249xxxx1 |
acc**********@m************.com |
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| Post Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx8 |
ben*******************@u**.com |
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| Prentis Wealth Management |
280 Park Ave, New York, NY 10020 |
|
21295xxxx3 |
pet**********@w**.com |
5 |
1 |
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137 |
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| Aspiriant Wealth Management |
350 5th Ave # 6420, New York, NY 10118 |
|
21282xxxx5 |
aa@a********.com |
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130 |
14 |
151 |
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| Brave Eagle Wealth Management, LLC |
48 Wall St #1100, New York, NY 10005 |
|
34747xxxx9 |
use*@d*****.com |
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| Barrett Asset Management, LLC |
90 Park Ave #34, New York, NY 10016 |
|
21298xxxx0 |
bar****@c*.com |
1 |
1 |
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| K. Michael Wallace | Wallace Investments |
14 Wall St 20th floor, New York, NY 10005 |
|
91791xxxx5 |
k.m******@w****************.com |
|
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5 |
7 |
105 |
|
123 |
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| Merrill Lynch Wealth Management-Mason Ripka |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx5 |
ban********************@m*.com |
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| Steinberg Asset Management LLC |
12 E 49th St #1202, New York, NY 10017 |
|
21298xxxx0 |
con****@s****.com |
5 |
1 |
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| Lava Wealth Management, LLC. |
1065 6th Ave, New York, NY 10018 |
|
21273xxxx1 |
inf*@l*********.com |
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| Watchstone Wealth Management |
349 5th Ave, New York, NY 10016 |
|
34799xxxx8 |
dav************@w***********.com |
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| Merrill Lynch Private Wealth Advisor Eric A Schwartz |
225 Liberty St 37th Floor, New York, NY 10281 |
|
21223xxxx8 |
ale*********@m*.com |
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| Yehuda Wealth Management Group - Morgan Stanley |
1 Pennsylvania Plaza 43rd Fl, New York, NY 10119 |
|
21264xxxx5 |
acc**********@m************.com |
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| Water Street Wealth Management - Morgan Stanley |
1 Pennsylvania Plaza 43rd Fl, New York, NY 10119 |
|
21264xxxx6 |
acc**********@m************.com |
5 |
1 |
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| Circle Wealth Management, LLC |
126 E 56th St, New York, NY 10022 |
|
21228xxxx0 |
dfl***@c*******.com |
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| Target Rock Wealth Management |
445 Park Ave floor 9, New York, NY 10022 |
|
91458xxxx0 |
adr***@t***************.com |
5 |
2 |
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43 |
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| Stonebriar Wealth Management |
122 E 42nd St #1610, New York, NY 10168 |
|
71686xxxx3 |
jda***@s***********.com |
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| Satovsky Asset Management, LLC |
232 Madison Ave #400, New York, NY 10016 |
|
21258xxxx0 |
ali***@s*******.com |
4.5 |
8 |
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94 |
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93 |
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| Steven Nadler - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx3 |
rbc*********@r**.com |
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| Balyasny Asset Management |
General Motors Building, 35, 767 5th Ave, New York, NY 10153 |
|
21280xxxx0 |
aad**@b*******.com |
5 |
1 |
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| Angeles Wealth Management |
375 Park Ave, New York, NY 10152 |
|
21245xxxx0 |
aaz*****@a*****************.com |
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60 |
4 |
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| Flores Wealth Planning, LLC |
800 3rd Ave Suite 2800, New York, NY 10022 |
|
91774xxxx8 |
afl****@f**********************.com |
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| Innovation Partners Wealth Management Group - Stifel |
1095 6th Ave 3rd & 4th Floor, New York, NY 10018 |
|
21232xxxx2 |
bau****@s*****.com |
5 |
1 |
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4738 |
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5200 |
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| Jeffrey Sheresky - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx2 |
wms**********@r**.com |
3.65 |
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12409 |
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14000 |
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| Gramercy Wealth Management Group - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx3 |
ale*******@u**.com |
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| Brian Nolan - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx4 |
joh*******@c*.rbcwealthmanagement |
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| Villafranco Wealth Management in New York |
530 5th Ave, New York, NY 10022 |
|
21254xxxx1 |
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3 |
2 |
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| Merrill Lynch Wealth Management |
225 Liberty St Floor 38th, New York, NY 10281 |
|
80033xxxx4 |
ale*********@m*.com |
4 |
3 |
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| J2 Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx0 |
abc*******@u**.com |
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| Siminou Wealth Management |
17 Battery Pl Ste 625, New York, NY 10004 |
|
51664xxxx6 |
ric*@s**********************.com |
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4 |
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24 |
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| DMA Financial Management LLC |
75 Maiden Ln suite 228, New York, NY 10038 |
|
21296xxxx9 |
dar****@d****.com |
5 |
46 |
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194 |
|
197 |
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| Tau Investment Management |
215 Park Ave S 11th floor, New York, NY 10003 |
|
64679xxxx0 |
ada******@t*************.com |
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| Scott Edwards - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx8 |
wms**********@r**.com |
|
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14820 |
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16000 |
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| Larrea Wealth Management |
77 Water St #8th, New York, NY 10005 |
|
21239xxxx8 |
aq@l***********.com |
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| GGM Wealth Management Group - Morgan Stanley |
1 Pennsylvania Plaza 43rd Fl, New York, NY 10119 |
|
21264xxxx7 |
acc**********@m************.com |
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| Lanre Oladipo - Financial Advisor at Oladipo Wealth Management |
1 Penn Plz Ste 2035, New York, NY 10119 |
|
64647xxxx8 |
lan**@o************.com |
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5 |
37 |
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424 |
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5 |
38 |
| Wellington Shields & Co Llc |
140 Broadway #4400, New York, NY 10005 |
|
21273xxxx0 |
ala*********@w****************.com |
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| Merrill Lynch Wealth Management Advisor James Michael Glass |
200 Park Ave 13th Floor, New York, NY 10166 |
|
21233xxxx0 |
ale*********@m*.com |
3.02 |
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| Merrill Lynch Financial Advisor Michael J Healy |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx1 |
ale*********@m*.com |
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| Empire Wealth Strategies |
2 Park Ave #300, New York, NY 10016 |
|
21269xxxx5 |
|
5 |
1 |
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| W Wealth Strategies LLC |
150 W 56th St APT 4012, New York, NY 10019 |
|
21293xxxx5 |
dhe*****@w*********.com |
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101 |
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| UBS Asset Management |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx0 |
aar*******@u**.com |
5 |
1 |
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|
230084 |
|
243000 |
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| US Wealth Management Centers, LLC |
1350 Avenue of the Americas The Plaza District – CPMG Building, New York, NY 10019 |
|
21221xxxx5 |
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| Bernstein Private Wealth Management |
1345 6th Ave, New York, NY 10105 |
|
21248xxxx0 |
aak********@b********.com |
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| Voice Wealth Management |
370 E 76th St ste 1805-b, New York, NY 10021 |
|
64663xxxx0 |
rus***********@v**********.com |
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| Merrill Lynch Wealth Management Advisor Michael Norber |
200 Park Ave 34th Floor, New York, NY 10166 |
|
21233xxxx9 |
bri************@b***.com |
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| Merrill Lynch Financial Advisor Mardy T Ceesay |
225 Liberty St 39th Floor, New York, NY 10281 |
|
21223xxxx8 |
ale*********@m*.com |
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| Jeff Samsen - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx4 |
rbc*********@r**.com |
|
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|
14777 |
|
16000 |
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| Wisdom International Asset Management |
Trump Bldg, 44 Wall St, New York, NY 10005 |
|
64641xxxx9 |
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| Wharton Wealth Planning |
3 Columbus Cir Floor 15, New York, NY 10019 |
|
64645xxxx1 |
dav**@w********************.com |
5 |
5 |
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| Future You Wealth |
200 Vesey St, New York, NY 10281 |
|
91751xxxx0 |
inf*@f**************.com |
5 |
1 |
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87 |
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| Eric Silver - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx7 |
rbc*********@r**.com |
|
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|
14811 |
|
16000 |
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| Williams Jones Wealth Management |
717 5th Ave 11th Floor, New York, NY 10022 |
|
21293xxxx0 |
amo*@w************.com |
4.8 |
5 |
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| Merrill Lynch Private Wealth Advisor Robert Bestwick |
1 Bryant Park Fl 28, New York, NY 10036 |
|
21268xxxx9 |
dav************@m*.com |
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| Daiwa Asset Management |
1 Old Slip, New York, NY 10005 |
|
21261xxxx0 |
ats**************@d*******.co |
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| Merrill Lynch Financial Advisor Justin Alexander |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx2 |
ale*********@m*.com |
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| Evergreen Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21282xxxx1 |
abc*******@u**.com |
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| Francis Financial, Inc. |
39 Broadway Suite 1730, New York, NY 10006 |
|
21237xxxx8 |
ace****@f***************.com |
5 |
34 |
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|
925 |
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| SAMRA WEALTH MANAGEMENT |
ONE WORLD TRADE CENTER 85TH FLOOR, New York, NY 10007 |
|
21251xxxx0 |
a.c*****@s********************.com |
5 |
1 |
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643 |
4 |
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| Empire Asset Management |
29 Broadway 12th floor, New York, NY 10006 |
|
21241xxxx7 |
bha********@e*******.com |
1 |
1 |
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| Lionshead Wealth Management, LLC |
1180 6th Ave Suite 821, New York, NY 10036 |
|
21296xxxx6 |
|
5 |
2 |
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| JL Wealth Management Group |
1211 Avenue Of The Americas, Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
rbc*********@r**.com |
|
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| Gradient Financial Group/Advisors - Seniors - Highest Retirement Income, Alt 32% IRR investments, Tax/Wealth Foundations |
79 White St #1W, New York, NY 10013 |
|
91742xxxx2 |
jan**@o******.business |
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| Loren Cole - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
rbc*********@r**.com |
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| David McIlroy - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx8 |
dav**********@r**.com |
|
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| AJ Wealth |
28 Liberty St #2850, New York, NY 10005 |
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21272xxxx0 |
ada*@a**********.com |
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| Benchmark Capital Advisors, Inc. |
100 Wall St, New York, NY 10005 |
|
21260xxxx0 |
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1 |
1 |
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| Strategies for Wealth |
437 Madison Ave 29th Floor, New York, NY 10022 |
|
21270xxxx0 |
a@s******************.com |
3.2 |
11 |
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466 |
34 |
493 |
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| Castar Thompson Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21230xxxx8 |
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| Grassey Wealth Group Comprehensive Wealth Management Services - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21264xxxx5 |
ale*******@u**.com |
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| Fordham Financial Management |
17 Battery Pl, New York, NY 10004 |
|
21273xxxx0 |
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1.8 |
6 |
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| United Advisors Wealth Management |
Trump Bldg, 40 Wall St, New York, NY 10005 |
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5 |
2 |
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| Mayer Private Wealth Management |
641 Lexington Ave, New York, NY 10022 |
|
21249xxxx4 |
ste*************@m*******.com |
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| Felton and Peel Wealth Management |
One Liberty Plaza, 165 Broadway 23rd Floor, New York, NY 10006 |
|
80082xxxx8 |
con******@f************.com |
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287 |
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288 |
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| VK Wealth Management - Morgan Stanley |
1290 6th Ave Floor 12, New York, NY 10104 |
|
21249xxxx5 |
acc**********@m************.com |
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| BLUE SQUARE WEALTH |
17 State St 40th Floor, New York, NY 10004 |
|
64692xxxx0 |
cxx***********@b***************.com |
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| Mariner |
1500 Broadway 28th Floor, New York, NY 10036 |
|
21286xxxx0 |
aar********@m********************.com |
3 |
2 |
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| Merrill Lynch Financial Advisor Michael J Mattiello |
225 Liberty St 40th Fl, New York, NY 10281 |
|
21223xxxx3 |
al_********@m*.com |
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| RBC Wealth Management |
12 E 49th St Ste 35, New York, NY 10017 |
|
21241xxxx0 |
cli**********@r**.com |
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12409 |
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14000 |
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4 |
1 |
| MAI Capital Management |
209 E 31st St, New York, NY 10016 |
|
21289xxxx0 |
aar**@m**.capital |
5 |
1 |
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| DG Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx9 |
abc*******@u**.com |
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| Hoffman Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx9 |
abc*******@u**.com |
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| RBC Wealth Management Branch - New York Metro |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
wms**********@r**.com |
3.6 |
5 |
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14203 |
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16000 |
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| Ellis Wealth Management Group |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx1 |
rbc*********@r**.com |
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14784 |
|
16000 |
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| Samra Wealth Management |
1 World Trade Ctr Fl 85, New York, NY 10007 |
|
21251xxxx0 |
ind*******@s********************.com |
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636 |
4 |
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| Medina Private Wealth |
555 Madison Ave floor 5, New York, NY 10022 |
|
21268xxxx2 |
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5 |
1 |
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| Jimmy Huang - TIAA Wealth Management Advisor |
41 E. 11th Street 11th Floor, New York, NY 10003 |
|
80084xxxx3 |
ama******@t***.org |
1 |
1 |
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90968 |
524 |
91000 |
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| Wealthship LLC |
433 Broadway Ste233, New York, NY 10013 |
|
34782xxxx0 |
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| Merrill Lynch Wealth Management |
200 Park Ave 13th Floor, New York, NY 10166 |
|
21233xxxx0 |
ale*********@m*.com |
3 |
2 |
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| Water Asset Management LLC |
509 Madison Ave # 804, New York, NY 10022 |
|
21275xxxx2 |
a.b***@w*******.com |
3 |
4 |
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| Embark Wealth Management |
260 Madison Ave #1001, New York, NY 10016 |
|
88843xxxx1 |
cch**@e***********.com |
3.02 |
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| Arline Segal - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
rbc*********@r**.com |
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14811 |
|
16000 |
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| North Shore Wealth Management Advisors, Inc. |
One World Trade Center, 85th Floor, New York, NY 10007 |
|
21287xxxx0 |
inf*@n*********.com |
4.7 |
21692 |
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129 |
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133 |
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3 |
| Excelsior Wealth Management - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
|
21229xxxx6 |
acc**********@m************.com |
5 |
1 |
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| CRICKET WEALTH MANAGMENT |
55 Broad St, New York, NY 10004 |
|
21264xxxx2 |
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| Park Avenue Financial Advisors |
136 Madison Ave, New York, NY 10016 |
|
21268xxxx0 |
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5 |
1 |
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| TPW Investment Management |
120 E 23rd St, New York, NY 10010 |
|
21242xxxx4 |
jay*******@p******.com |
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| The BlueStone Wealth Management Group - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
|
21269xxxx2 |
acc**********@m************.com |
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| Vivian Mamelak - RBC Wealth Management Financial Advisor |
1211 Avenue Of The Americas Ste 3300, New York, NY 10036 |
|
21270xxxx1 |
rbc*********@r**.com |
|
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14811 |
|
16000 |
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| Bone Fide Wealth, LLC |
7 World Trade Center, New York, NY 10006 |
|
21239xxxx1 |
car***@b*************.com |
3 |
4 |
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1064 |
6 |
1000 |
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| PWM Advisory Group, LLC |
335 Madison Ave, New York, NY 10017 |
|
73245xxxx7 |
ann**************@w***********.com |
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5 |
14 |
45 |
|
52 |
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| Prager Metis Wealth Management |
14 Pennsylvania Plaza # 1800, New York, NY 10122 |
|
86698xxxx0 |
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| Wealthstream Advisors, Inc. |
60 E 42nd St Suite 1120, New York, NY 10165 |
|
21297xxxx1 |
ata***@w*******************.com |
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35 |
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| Zoe Financial |
666 3rd Ave, New York, NY 10174 |
|
64668xxxx4 |
adv***********@z*****.com |
4.6 |
30 |
|
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1416 |
|
1500 |
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| Merrill Lynch Financial Advisor Antonia Paternò-Castello |
225 Liberty St 40th Fl, New York, NY 10281 |
|
21223xxxx7 |
dom*****************@b************.com |
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| The Polk Wealth Management Group - Morgan Stanley |
1585 Broadway 22nd Fl, New York, NY 10036 |
|
21276xxxx7 |
acm***********@m************.com |
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| Institutional Investment Advisors Corp. |
440 Park Ave, New York, NY 10016 |
|
21286xxxx6 |
cli*************@c*****************.com |
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| BNY Mellon Wealth Management New York - 200 Park Ave |
200 Park Ave, New York, NY 10017 |
|
64679xxxx4 |
jes************@b********.com |
4 |
2 |
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| Gregory Kayel - TIAA Wealth Management Advisor |
730 3rd Ave 6th Floor, New York, NY 10017 |
|
80084xxxx3 |
acc**********@t***.org |
|
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|
90970 |
524 |
91000 |
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| Service Asset Management Co |
1 Pennsylvania Plaza # 36, New York, NY 10119 |
|
21227xxxx9 |
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| George Gero - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
wms**********@r**.com |
|
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|
14820 |
|
16000 |
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| Si Williams Wealth Management |
315 Madison Ave Floor 3, New York, NY 10017 |
|
64697xxxx6 |
inf*@d*********.com |
|
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| ADM Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21233xxxx2 |
ale*******@u**.com |
|
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| Citi Wealth Management |
90 Park Ave, New York, NY 10016 |
|
21266xxxx4 |
alb************@c***.com |
1.8 |
10 |
|
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| The Akian / Zalanskas Wealth Management Group - Morgan Stanley |
1 Pennsylvania Plaza 43rd Fl, New York, NY 10119 |
|
21261xxxx7 |
acc**********@m************.com |
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| MYRA Wealth |
750 Lexington Ave, New York, NY 10022 |
|
80538xxxx2 |
fab****@m*********.com |
5 |
7 |
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|
| Geoffrey Aunger - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx9 |
wms**********@r**.com |
|
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|
14820 |
|
16000 |
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| The Shorr Wealth Management Group - UBS Financial Services Inc. |
1251 6th Ave 2nd Floor, New York, NY 10020 |
|
21262xxxx3 |
abc*******@u**.com |
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| SCF Wealth Management Group - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx9 |
acc***************@u**.com |
|
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|
| Weinman Wealth Strategies Group or Raymond James |
630 5th Ave Suite 2950A, New York, NY 10111 |
|
21231xxxx2 |
|
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|
| Altera Wealth Management Group - Morgan Stanley |
399 Park Ave 24th Fl, New York, NY 10022 |
|
21289xxxx2 |
acm***********@m************.com |
1.01 |
|
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| SMJ Wealth Management Group |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
wms**********@r**.com |
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14777 |
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16000 |
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| First Principles Capital Management, LLC |
140 Broadway, New York, NY 10005 |
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21238xxxx0 |
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| John Pierce - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx3 |
rbc*********@r**.com |
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| Joe Goldgrab - TIAA Executive Wealth Management Advisor |
730 3rd Ave 6th Floor, New York, NY 10017 |
|
80084xxxx3 |
acc******************@t***.org |
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90970 |
524 |
91000 |
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| Premier Wealth Advisors, LLC |
14 E 60th St #402, New York, NY 10022 |
|
21275xxxx3 |
and***@y****************.com |
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| Stephen Dileo - TIAA Wealth Management Advisor |
730 3rd Ave 6th Floor, New York, NY 10017 |
|
80084xxxx3 |
acc**********@t***.org |
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90970 |
524 |
91000 |
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| Lion Wealth Management Group - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
|
21249xxxx5 |
acc**********@m************.com |
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| Andrew Pressman - TIAA Wealth Management Advisor |
730 3rd Ave 6th Floor, New York, NY 10017 |
|
80084xxxx3 |
acc**********@t***.org |
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90958 |
525 |
91000 |
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| Wealth-X |
142 W 36th St. 12th floor, New York, NY 10018 |
|
64686xxxx0 |
aho******@w******.com |
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| RLP Wealth Advisors, LLC |
1675 Broadway, New York, NY 10019 |
|
21257xxxx0 |
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| Caprock |
156 5th Ave Suite 804, New York, NY 10010 |
|
40879xxxx5 |
adm**@c******.com |
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| Chin & Feng Wealth Management Group - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx5 |
ale*******@u**.com |
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| Lionshead Wealth Management, LLC |
1180 Avenue of the Americas Ste 821, New York, NY 10036 |
|
21296xxxx6 |
sco**@l**************.com |
5 |
2 |
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5 |
18 |
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129 |
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5 |
20 |
| Western Asset Management Co |
620 8th Ave #50, New York, NY 10018 |
|
21260xxxx0 |
aab********@w***********.com |
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| William McGuinn - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx2 |
wms**********@r**.com |
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14820 |
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16000 |
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| Morgan Stanley Global Headquarters |
1585 Broadway, New York, NY 10036 |
|
21276xxxx0 |
aal*******@m************.com |
4.1 |
108 |
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113361 |
3103 |
131000 |
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| O'Shea Moskowitz Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx1 |
abc*******@u**.com |
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| Wealth Enhancement Group |
60 E 42nd St #1050, New York, NY 10165 |
|
21245xxxx0 |
aba****@w****************.com |
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| Daniel Starr - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx4 |
wms**********@r**.com |
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14820 |
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16000 |
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| Helen Paradise Wealth Management of Raymond James |
320 Park Ave Fl 12, New York, NY 10022 |
|
21231xxxx9 |
aar************@r***********.com |
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17473 |
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18000 |
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| Merrill Lynch Financial Advisor Brian Mizoguchi |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx2 |
ale*********@m*.com |
5 |
1 |
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| Huvane Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx4 |
abc*******@u**.com |
5 |
1 |
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| Dunn Wealth Management Partners - UBS Financial Services Inc. |
299 Park Ave 26th floor, New York, NY 10171 |
|
21282xxxx6 |
abc*******@u**.com |
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| Andrew Foote - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx2 |
ric************@r**.com |
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| Seasons of Advice Wealth Management |
120 W 45th St, New York, NY 10036 |
|
21297xxxx1 |
inf*@s********.com |
5 |
2 |
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| Marius Wealth Management, LLC |
200 Park Ave #1700, New York, NY 10166 |
|
80021xxxx4 |
adm**@m***********.com |
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51 |
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| Sage Wealth Management - Morgan Stanley |
55 E 52nd St 29th Floor, New York, NY 10055 |
|
21290xxxx9 |
acc**********@m************.com |
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| Todd Ellis - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx1 |
rbc*********@r**.com |
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| New York, NY Private Wealth Management - UBS Financial Services Inc. |
299 Park Ave 26th floor, New York, NY 10171 |
|
21282xxxx1 |
alb************@u**.com |
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| International Wealth Tax Advisors, LLC |
132 W 31st St 9th Floor 9th Floor, Manhattan, NY 10001 |
|
21225xxxx2 |
agi*******@y****.com |
2.5 |
2 |
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| Katz Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx1 |
ale*******@u**.com |
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| Merrill Lynch Wealth Management |
75 Rockefeller Plaza, New York, NY 10019 |
|
21241xxxx0 |
ale*********@m*.com |
3 |
2 |
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| Praesidium Investment Management Company, LLC |
1411 Broadway #2920, New York, NY 10018 |
|
21282xxxx0 |
ada*****@p***********.com |
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| The Diamond Lake Wealth Management Group - Morgan Stanley |
399 Park Ave 12th fl, New York, NY 10022 |
|
21249xxxx8 |
acc**********@m************.com |
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| Harness Wealth |
32 6th Ave Floor 13, New York, NY 10013 |
|
64658xxxx7 |
adv*****@h************.com |
5 |
6 |
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| Merrill Lynch Wealth Management |
225 Liberty St 41st Floor, New York, NY 10281 |
|
80093xxxx5 |
ale*********@m*.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Luz Rosado |
225 Liberty St 41st Fl, New York, NY 10281 |
|
21228xxxx9 |
ban********************@m*.com |
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| Chesapeake Asset Management |
630 5th Ave #2310, New York, NY 10111 |
|
21221xxxx0 |
ago*******@c******.com |
5 |
1 |
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| Mission Wealth |
251 W 30th St, New York, NY 10001 |
|
21250xxxx0 |
ach****@m************.com |
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| Merrill Lynch Wealth Management Advisor Brianna N Roche |
114 W 47th St, New York, Ny 10036 |
|
21223xxxx3 |
bro*********@m*.com |
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| WealthEdge |
99 Park Ave #1920, New York, NY 10016 |
|
21268xxxx0 |
a.o*****@w*********.com |
3.7 |
6 |
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| LCK Wealth Management |
300 Madison Ave 29th Floor, New York, NY 10017 |
|
91758xxxx1 |
amo***@h****************.com |
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| Wealth Management Systems Inc - A DST Company |
110 Leroy St Fl 5, New York, NY 10014 |
|
85534xxxx4 |
dar****************@f*******.com |
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5 |
53 |
716 |
4 |
707 |
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| Silvercrest Asset Management |
1330 6th Ave # 38, New York, NY 10019 |
|
21264xxxx0 |
aba*****@s***************.com |
5 |
1 |
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| Keenan Private Wealth Management |
535 5th Ave, New York, NY 10017 |
|
64627xxxx6 |
inf*@k********.com |
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48 |
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| Stephens Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21233xxxx7 |
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| Voya Investment Management |
230 Park Ave, New York, NY 10169 |
|
21230xxxx0 |
act@v***.com |
2 |
7 |
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| Brookfield Asset Management |
250 Vesey St, New York, NY 10281 |
|
21241xxxx0 |
|
3.2 |
5 |
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| Evercore Wealth Management LLC |
55 E 52nd St, New York, NY 10055 |
|
21282xxxx0 |
|
5 |
2 |
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| Municipal Asset Management |
60 E 42nd St #421, New York, NY 10165 |
|
21274xxxx0 |
dav**@m*************.com |
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| RMR Wealth Management |
630 3rd Ave, New York, NY 10017 |
|
21278xxxx7 |
bma***@r****.com |
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| Farrauto Wealth Management |
77 Water St, New York, NY 10005 |
|
21285xxxx4 |
gre**@f*************.com |
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92 |
|
102 |
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| Larrea Wealth Management |
165 Broadway, 23th Floor, New York, NY 10006 |
|
21239xxxx8 |
aq@l***********.com |
|
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|
4337 |
|
4300 |
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| Creative Planning |
152 W 57th St 24th Floor, New York, NY 10019 |
|
21299xxxx6 |
a.j******@c***************.com |
2.8 |
13 |
|
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|
6362 |
127 |
7300 |
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|
| The BlueStone Wealth Management Group - Morgan Stanley |
1290 6th Ave Fl 12, New York, NY 10104 |
|
21269xxxx2 |
acm***********@m************.com |
4.26 |
|
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| CGF Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx6 |
abc*******@u**.com |
|
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| Earn Into Wealth |
1460 Broadway, New York, NY 10036 |
|
64649xxxx0 |
ade****@e*************.com |
5 |
7 |
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| Washington Square Capital Management |
222 Broadway 19th floor, New York, NY 10038 |
|
64645xxxx2 |
inf*@w*********.com |
5 |
1 |
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| The Rose/Soranno Wealth Management Group - Ameriprise Financial Services, LLC |
530 5th Ave 10th floor, New York, NY 10036 |
|
80081xxxx8 |
dns*****@a***.com |
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| Jordan Bastien - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21555xxxx3 |
rbc*********@r**.com |
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14811 |
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16000 |
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| Johnson Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21230xxxx1 |
abc*******@u**.com |
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| HSG Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx4 |
ale*******@u**.com |
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| Vontobel Asset Management, Inc. |
66 Hudson Blvd E 34th Floor Suite 3401, New York, NY 10001 |
|
21280xxxx0 |
adm**@i*****************.com |
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| Gryphon Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21230xxxx6 |
abc*******@u**.com |
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| Rothschild Asset Management |
1251 Avenue of the Americas, 1251 6th Ave #44, New York, NY 10020 |
|
21240xxxx0 |
aad*************@r**************.com |
2.3 |
3 |
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| Schrag Wealth Management Group |
48 Wall St 11th floor, New York, NY 10005 |
|
21296xxxx7 |
esc****@i*********.com |
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| BlackDiamond Wealth Management |
12 E 49th St 11th floor, New York, NY 10017 |
|
21278xxxx9 |
deb********@b*****************.com |
5 |
2 |
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5 |
7 |
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100 |
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| CIBC Private Wealth Management |
300 Madison Ave 7th Floor, New York, NY 10017 |
|
21225xxxx0 |
acc*******@c***.com |
1 |
1 |
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4.5 |
123 |
2122 |
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2200 |
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| Wealthspire Advisors |
521 5th Ave 15th Floor, New York, NY 10175 |
|
80099xxxx6 |
abb******@w**********.com |
5 |
42 |
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98 |
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124 |
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| Rubin Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx5 |
abc*******@u**.com |
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| Manhattan Wealth Management Group |
370 Lexington Ave # 1512, New York, NY 10017 |
|
21281xxxx1 |
aug**@m**************.com |
5 |
2 |
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453 |
6 |
457 |
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| Brian Keenan - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx7 |
rbc*********@r**.com |
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12299 |
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14000 |
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| JL Wealth Management Group |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
rbc*********@r**.com |
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14777 |
|
16000 |
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| ThinkEquity, a division of Fordham Financial Management, Inc. |
17 State St 41st floor, New York, NY 10004 |
|
64696xxxx5 |
aim***********@t***********.com |
1 |
1 |
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| Chemistry Wealth Management |
111 Broadway # 602, New York, NY 10006 |
|
21297xxxx0 |
che***@c**************.com |
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| HLS Wealth Management at Morgan Stanley |
1290 Avenue Of The Americas Fl 13, New York, NY 10104 |
|
21249xxxx1 |
acc**********@m************.com |
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4.5 |
17675 |
| The Mitchell Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx8 |
abc*******@u**.com |
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| Buffum Wealth Management - Northwestern Mutual |
300 Madison Ave Floor 25, New York, NY 10017 |
|
64675xxxx2 |
ade********@n*.com |
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| Scott Rose - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx3 |
rbc*********@r**.com |
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| Weston Wealth Advisors |
500 Grand St, New York, NY 10002 |
|
91749xxxx6 |
jon****************@w***********.com |
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| Rick Perlman - The Perlman Group: Private Wealth Management |
2 Wall St, New York, Ny 10005 |
|
97397xxxx5 |
adm**@k********.com |
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| Wealth Management Centers |
1350 Avenue Of The Americas 2nd Fl, New York, NY 10019 |
|
21221xxxx5 |
inf*@u****.com |
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| Payne Capital Management |
231 W 29th St, New York, NY 10001 |
|
64646xxxx0 |
aar*********@p******.com |
5 |
6 |
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3025 |
|
3100 |
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| Bessemer Trust Private Wealth Management New York NY |
1271 6th Ave, New York, NY 10020 |
|
21270xxxx0 |
Leg**@B*******.com |
5 |
1 |
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| Madeleine Condron - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx9 |
wms**********@r**.com |
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12409 |
|
14000 |
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| The Wealth Advisor Group |
1290 6th Ave, New York, NY 10104 |
|
21240xxxx0 |
cgo*******@w***************.com |
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| Mercer Advisors Wealth Management |
Chanin Building, 122 E 42nd St #2805, New York, NY 10168 |
|
88860xxxx3 |
aar********@m*************.com |
5 |
1 |
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2837 |
28 |
2900 |
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| John G. Meitner - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
51673xxxx6 |
wms**********@r**.com |
|
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14777 |
|
16000 |
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| Able Wealth Management |
42 Broadway 12th Fl, New York, NY 10004 |
|
21263xxxx2 |
hel**@a*********.com |
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| Fiduciary Management Group |
1120 6th Ave, New York, NY 10036 |
|
21262xxxx1 |
a-w@f********.com |
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| Merrill Lynch Financial Advisor Holly B Wallace |
75 Rockefeller Plz, New York, NY 10019 |
|
21241xxxx3 |
ban********************@m*.com |
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| RBC Wealth Management Branch - New York City |
1211 Avenue Of The Americas, Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
rbc*********@r**.com |
3.6 |
5 |
|
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| Boyar Asset Management |
32 W 39th St, New York, NY 10018 |
|
21299xxxx0 |
cli************@b**************.com |
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47 |
|
56 |
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| Paula Steinberg - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
rbc*********@r**.com |
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| Private Wealth Management | U.S. Bank |
1095 6th Ave 15th Floor, New York, NY 10036 |
|
83396xxxx7 |
aar************@u*****.com |
2.5 |
4 |
|
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|
345317 |
5510 |
348000 |
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| The Goldstein Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21233xxxx1 |
abc*******@u**.com |
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| Morgan Stanley Private Wealth Advisors |
1585 Broadway 21st Fl, New York, NY 10036 |
|
21276xxxx0 |
aal*******@m************.com |
4.8 |
6 |
|
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|
113361 |
3100 |
131000 |
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| BATISTA ASSET MANAGEMENT LLC |
14 Wall St, New York, NY 10005 |
|
78681xxxx3 |
inf*@b***********.com |
|
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4.7 |
63 |
13366 |
91 |
13000 |
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|
| Merrill Lynch Wealth Management Advisor Andrew R Doyle |
114 W 47th St, New York, Ny 10036 |
|
21238xxxx0 |
ban********************@m*.com |
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| John MacDonald - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx8 |
rbc*********@r**.com |
5 |
2 |
|
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|
14203 |
|
16000 |
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| Merchant Investment Management |
600 Madison Ave 17th Floor, New York, NY 10065 |
|
64697xxxx0 |
a.m*******@m*********.com |
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| Alpha Legacy Wealth Management - Ubs Financial Services Inc. |
299 Park Ave, New York, Ny 10171 |
|
21230xxxx6 |
abc*******@u**.com |
|
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| Johnson Wealth Management - UBS Financial Services Inc. |
1285 Avenue Of The Americas, New York, NY 10019 |
|
21230xxxx1 |
abc*******@u**.com |
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| Cruz Capital Management LP | New York | Global Asset Management |
1 Pennsylvania Plaza, New York, NY 10119 |
|
|
c18*****************************@s*****.wixpress |
5 |
2 |
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| Zebra Crossing Asset Management LLC |
24 Eldridge St, New York, NY 10002 |
|
31932xxxx2 |
inf*@z**************.com |
5 |
1 |
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| Guide Wealth Management LLC |
430 Park Ave, New York, NY 10022 |
|
64645xxxx1 |
cli****@g**********.com |
|
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| Nuvern Wealth Advisors LLC |
26 Broadway, New York, NY 10004 |
|
21288xxxx9 |
inf*@n***********.com |
|
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|
85 |
|
83 |
|
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| Beacon Pointe Advisors |
80 Broad St # 1701, New York, NY 10004 |
|
21257xxxx0 |
a.c***@b***********.com |
|
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| United South Wealth Management LLC |
77 Water St suite 870, New York, NY 10005 |
|
91721xxxx4 |
|
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| Gresham Investment Management LLC |
257 Park Ave S, New York, NY 10010 |
|
21298xxxx0 |
|
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| Schroders Investment Management N America |
7 Bryant Pk, New York, NY 10018 |
|
21264xxxx0 |
abd*********@s********.com |
5 |
3 |
|
|
|
|
5974 |
619 |
6600 |
|
|
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| Seaport Wealth Management LLC |
60 Broad St, New York, NY 10004 |
|
21287xxxx8 |
cwy***@s********.com |
|
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| Rick Perlman, CFP , AIF - The Perlman Group: Private Wealth Management |
2 Wall St 10th floor, New York, NY 10005 |
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97397xxxx5 |
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| VK Wealth Management - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
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21249xxxx5 |
acc**********@m************.com |
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| Merrill Lynch Financial Advisor Patrick R Sullivan |
225 Liberty St 40th Floor, New York, NY 10281 |
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21223xxxx6 |
ale*********@m*.com |
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