| New York Investment Management Inc |
MUNSON BUILDING, #67, New York, NY 10005 |
|
21232xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Colbert Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx3 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Journal of Wealth Management |
225 Park Ave S #8, New York, NY 10003 |
|
21222xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
114 W 47th St, New York, NY 10036 |
|
21238xxxx2 |
ale*********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Schneider Wealth Strategies |
41 Madison Ave, New York, NY 10010 |
|
80046xxxx3 |
dav**@s************************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Management | U.S. Bank |
1095 Av of the Americas, 15th Floor, New York, NY 10036 |
|
91725xxxx6 |
aar************@u*****.com |
2.5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Grand Central Financial Planning |
1407 Broadway 26th floor, New York, NY 10018 |
|
21225xxxx9 |
ak@g*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| KBK Wealth Management |
28 W 44th St 12th Floor, New York, NY 10036 |
|
21294xxxx1 |
ala**@k********.com |
|
|
|
|
|
|
|
|
67 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RMR Wealth Management |
655 3rd Ave, New York, NY 10017 |
|
21278xxxx7 |
bma***@r****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J.P.Morgan Global Wealth Management |
345 Park Ave, New York, NY 10154 |
|
21227xxxx0 |
aam***********@j*******.com |
4.5 |
11 |
|
|
|
|
90738 |
|
116000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley |
1 New York Plaza, FDR Dr 36th Floor, New York, NY 10004 |
|
21260xxxx0 |
int**********@m************.com |
4 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Oberon Asset Management |
51 Wooster St, New York, NY 10013 |
|
91723xxxx7 |
dab*****@o**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BakerAvenue Wealth Management |
55 Sullivan St, New York, NY 10012 |
|
21220xxxx8 |
am@b*******.com |
|
|
|
|
|
|
52 |
4 |
68 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bryden Abrams Investment Management |
666 5th Ave, New York, NY 10103 |
|
21285xxxx7 |
inf*@b***********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Team Global at Morgan Stanley Private Wealth Management - Morgan Stanley |
101 Park Ave 23rd Floor, New York, NY 10178 |
|
21250xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lcor Asset Management LP |
26 Federal Plaza, New York, NY 10278 |
|
21261xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fujiyama Wealth Management - Junko Horvath |
One Pierrepont Plaza, 300 Cadman Plz W 12th floor, Brooklyn, NY 11201 |
|
67873xxxx4 |
adi**@f*************.com |
|
|
|
|
|
|
122 |
3 |
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Unique Financial Advisors & Tax Consultants |
26 Broadway f8, New York, NY 10004 |
|
64691xxxx0 |
cri*****@u**********************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Private Wealth Management |
299 Park Ave 26th floor, New York, NY 10171 |
|
21282xxxx0 |
aar*******@u**.com |
5 |
1 |
|
|
|
|
230599 |
|
244000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Known |
31 Hudson Yards 11th Floor, Suite 70, New York, NY 10001 |
|
64658xxxx4 |
14d*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Multi Generation Wealth Management - Ameriprise Financial Services, LLC |
530 5th Ave 10th floor, New York, NY 10036 |
|
91747xxxx8 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edge Wealth Management |
805 3rd Ave 12th Fl, New York, NY 10022 |
|
21268xxxx3 |
adm**@e*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edge Wealth Management |
805 3rd Ave, New York, NY 10022 |
|
21268xxxx3 |
adm**@e*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chardan Capital Markets LLC |
17 State St #2130, New York, NY 10004 |
|
64646xxxx1 |
ama*******@c******.com |
3.5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John W Bristol & Co Inc |
48 Wall St # 18, New York, NY 10005 |
|
21238xxxx0 |
af@j********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PFM |
368 9th Ave, New York, NY 10001 |
|
21556xxxx0 |
alt******@p**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wentworth Management Services LLC |
200 Vesey St 24th floor, New York, NY 10280 |
|
21238xxxx0 |
ale*@a***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bernard Fisch - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx3 |
rbc*********@r**.com |
|
|
|
|
|
|
14820 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management Advisor Daniel Timari |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx1 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Park Hill Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx5 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LCK Wealth Management |
300 Madison Ave, New York, NY 10017 |
|
91758xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual - Financial District |
50 Broad St STE1502, New York, NY 10004 |
|
91752xxxx0 |
a.-***********@n*****************.com |
|
|
|
|
|
|
105547 |
15886 |
106671 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Focus Asset Management |
555 Madison Ave 5th floor, New York, NY 10022 |
|
64648xxxx4 |
m.u****@f*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chemistry Wealth Management LLC |
111 Broadway, New York, NY 10006 |
|
21297xxxx0 |
che***@c**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Daniel Soo - TIAA Wealth Management Advisor |
41 E. 11th Street 11th Floor, New York, NY 10003 |
|
80084xxxx3 |
ama******@t***.org |
|
|
|
|
|
|
90968 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sustainable Insight Capital Management |
261 5th Ave, New York, NY 10016 |
|
64679xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Water Asset Management LLC |
400 Madison Ave Suite 11b, New York, NY 10017 |
|
21275xxxx2 |
a.d***@w*******.com |
3 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Altfest Personal Wealth Management |
445 Park Ave 6th floor, New York, NY 10022 |
|
21240xxxx0 |
aal*****@a******.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
93 |
|
115 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Drucker Wealth Management |
2 Park Ave #300, New York, NY 10016 |
|
21268xxxx0 |
aut***@d************.com |
4.9 |
65 |
|
|
|
|
816 |
11 |
835 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HLS Wealth Management - Morgan Stanley |
55 E 52nd St 11th Floor, New York, NY 10055 |
|
21249xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prentis Wealth Management |
280 Park Ave, New York, NY 10020 |
|
21295xxxx3 |
pet**********@w**.com |
5 |
1 |
|
|
|
|
137 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Aspiriant Wealth Management |
350 5th Ave # 6420, New York, NY 10118 |
|
21282xxxx5 |
aa@a********.com |
|
|
|
|
|
|
130 |
14 |
151 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brave Eagle Wealth Management, LLC |
48 Wall St #1100, New York, NY 10005 |
|
34747xxxx9 |
use*@d*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Barrett Asset Management, LLC |
90 Park Ave #34, New York, NY 10016 |
|
21298xxxx0 |
bar****@c*.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| K. Michael Wallace | Wallace Investments |
14 Wall St 20th floor, New York, NY 10005 |
|
91791xxxx5 |
k.m******@w****************.com |
|
|
|
|
5 |
7 |
105 |
|
123 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management-Mason Ripka |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx5 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stacey Braun Associates, Inc. |
377 Broadway, New York, NY 10013 |
|
21222xxxx7 |
dbo*******@s**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steinberg Asset Management LLC |
12 E 49th St #1202, New York, NY 10017 |
|
21298xxxx0 |
con****@s****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jeff C Thomas |
474 Fulton St, Brooklyn, NY 11201 |
|
71851xxxx6 |
ann********@m*.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Eric A Schwartz |
225 Liberty St 37th Floor, New York, NY 10281 |
|
21223xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Magnifina |
25 Broadway 10th Floor, New York, NY 10004 |
|
80073xxxx8 |
hel**@m********.com |
|
|
|
|
|
|
|
|
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Yehuda Wealth Management Group - Morgan Stanley |
1 Pennsylvania Plaza 43rd Fl, New York, NY 10119 |
|
21264xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Water Street Wealth Management - Morgan Stanley |
1 Pennsylvania Plaza 43rd Fl, New York, NY 10119 |
|
21264xxxx6 |
acc**********@m************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Circle Wealth Management, LLC |
126 E 56th St, New York, NY 10022 |
|
21228xxxx0 |
dfl***@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Target Rock Wealth Management |
445 Park Ave floor 9, New York, NY 10022 |
|
91458xxxx0 |
adr***@t***************.com |
5 |
2 |
|
|
|
|
|
|
43 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stonebriar Wealth Management |
122 E 42nd St #1610, New York, NY 10168 |
|
71686xxxx3 |
jda***@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Satovsky Asset Management, LLC |
232 Madison Ave #400, New York, NY 10016 |
|
21258xxxx0 |
ali***@s*******.com |
4.5 |
8 |
|
|
|
|
94 |
|
93 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Balyasny Asset Management |
General Motors Building, 35, 767 5th Ave, New York, NY 10153 |
|
21280xxxx0 |
aad**@b*******.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Family Wealth Group - Morgan Stanley |
1585 Broadway 21st Fl, New York, NY 10036 |
|
21276xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Angeles Wealth Management |
375 Park Ave, New York, NY 10152 |
|
21245xxxx0 |
aaz*****@a*****************.com |
|
|
|
|
|
|
60 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Innovation Partners Wealth Management Group - Stifel |
1095 6th Ave 3rd & 4th Floor, New York, NY 10018 |
|
21232xxxx2 |
bau****@s*****.com |
5 |
1 |
|
|
|
|
4738 |
|
5200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Scott B Rosenblum |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gramercy Wealth Management Group - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx3 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Villafranco Wealth Management in New York |
530 5th Ave, New York, NY 10022 |
|
21254xxxx1 |
|
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
225 Liberty St Floor 38th, New York, NY 10281 |
|
80033xxxx4 |
ale*********@m*.com |
4 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J2 Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Siminou Wealth Management |
17 Battery Pl Ste 625, New York, NY 10004 |
|
51664xxxx6 |
ric*@s**********************.com |
|
|
|
|
|
|
4 |
|
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DMA Financial Management LLC |
75 Maiden Ln suite 228, New York, NY 10038 |
|
21296xxxx9 |
dar****@d****.com |
5 |
46 |
|
|
|
|
194 |
|
197 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tau Investment Management |
215 Park Ave S 11th floor, New York, NY 10003 |
|
64679xxxx0 |
ada******@t*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| GGM Wealth Management Group - Morgan Stanley |
1 Pennsylvania Plaza 43rd Fl, New York, NY 10119 |
|
21264xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wellington Shields & Co Llc |
140 Broadway #4400, New York, NY 10005 |
|
21273xxxx0 |
ala*********@w****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Michael J Healy |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Empire Wealth Strategies |
2 Park Ave #300, New York, NY 10016 |
|
21269xxxx5 |
aca********@e*****.com |
5 |
1 |
|
|
|
|
386 |
|
408 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor James V DePiero |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Asset Management |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx0 |
aar*******@u**.com |
5 |
1 |
|
|
|
|
230084 |
|
243000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| US Wealth Management Centers, LLC |
1350 Avenue of the Americas The Plaza District – CPMG Building, New York, NY 10019 |
|
21221xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bernstein Private Wealth Management |
1345 6th Ave, New York, NY 10105 |
|
21248xxxx0 |
aak********@b********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Voice Wealth Management |
370 E 76th St ste 1805-b, New York, NY 10021 |
|
64663xxxx0 |
rus***********@v**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Mardy T Ceesay |
225 Liberty St 39th Floor, New York, NY 10281 |
|
21223xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wisdom International Asset Management |
Trump Bldg, 44 Wall St, New York, NY 10005 |
|
64641xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wharton Wealth Planning |
3 Columbus Cir Floor 15, New York, NY 10019 |
|
64645xxxx1 |
dav**@w********************.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Future You Wealth |
200 Vesey St, New York, NY 10281 |
|
91751xxxx0 |
inf*@f**************.com |
5 |
1 |
|
|
|
|
|
|
87 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Williams Jones Wealth Management |
717 5th Ave 11th Floor, New York, NY 10022 |
|
21293xxxx0 |
amo*@w************.com |
4.8 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Daiwa Asset Management |
1 Old Slip, New York, NY 10005 |
|
21261xxxx0 |
ats**************@d*******.co |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Abraham G Cohen |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx9 |
abr************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Justin Alexander |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evergreen Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21282xxxx1 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Francis Financial, Inc. |
39 Broadway Suite 1730, New York, NY 10006 |
|
21237xxxx8 |
ace****@f***************.com |
5 |
34 |
|
|
|
|
925 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SAMRA WEALTH MANAGEMENT |
ONE WORLD TRADE CENTER 85TH FLOOR, New York, NY 10007 |
|
21251xxxx0 |
a.c*****@s********************.com |
5 |
1 |
|
|
|
|
643 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Empire Asset Management |
29 Broadway 12th floor, New York, NY 10006 |
|
21241xxxx7 |
bha********@e*******.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lionshead Wealth Management, LLC |
1180 6th Ave Suite 821, New York, NY 10036 |
|
21296xxxx6 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brooklyn Plans |
81 Prospect St, Brooklyn, NY 11201 |
|
91772xxxx7 |
adm**@b************.org |
5 |
20 |
|
|
|
|
|
|
298 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AJ Wealth |
28 Liberty St #2850, New York, NY 10005 |
|
21272xxxx0 |
ada*@a**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Elyssa Coleman-Polster |
225 Liberty St 38th Floor, New York, NY 10281 |
|
21223xxxx6 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor David T Gingerella |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx9 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Strategies for Wealth |
437 Madison Ave 29th Floor, New York, NY 10022 |
|
21270xxxx0 |
a@s******************.com |
3.2 |
11 |
|
|
|
|
466 |
34 |
493 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fordham Financial Management |
17 Battery Pl, New York, NY 10004 |
|
21273xxxx0 |
|
1.8 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| United Advisors Wealth Management |
Trump Bldg, 40 Wall St, New York, NY 10005 |
|
|
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jane Street |
250 Vesey St, New York, NY 10281 |
|
64675xxxx0 |
aa@j*********.com |
3.3 |
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mayer Private Wealth Management |
641 Lexington Ave, New York, NY 10022 |
|
21249xxxx4 |
ste*************@m*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Felton and Peel Wealth Management |
One Liberty Plaza, 165 Broadway 23rd Floor, New York, NY 10006 |
|
80082xxxx8 |
con******@f************.com |
|
|
|
|
|
|
287 |
|
288 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BLUE SQUARE WEALTH |
17 State St 40th Floor, New York, NY 10004 |
|
64692xxxx0 |
cxx***********@b***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mariner |
1500 Broadway 28th Floor, New York, NY 10036 |
|
21286xxxx0 |
aar********@m********************.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Michael J Mattiello |
225 Liberty St 40th Fl, New York, NY 10281 |
|
21223xxxx3 |
al_********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MAI Capital Management |
209 E 31st St, New York, NY 10016 |
|
21289xxxx0 |
aar**@m**.capital |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| DG Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx9 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hoffman Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx9 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - New York Metro |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
wms**********@r**.com |
3.6 |
5 |
|
|
|
|
14203 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chelsea Highline Financial Advisors - Ameriprise Financial Services, LLC |
455 W 23rd St # 1F, New York, NY 10011 |
|
21262xxxx2 |
dav************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ellis Wealth Management Group |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx1 |
rbc*********@r**.com |
|
|
|
|
|
|
14784 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Samra Wealth Management |
1 World Trade Ctr Fl 85, New York, NY 10007 |
|
21251xxxx0 |
ind*******@s********************.com |
|
|
|
|
|
|
636 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jimmy Huang - TIAA Wealth Management Advisor |
41 E. 11th Street 11th Floor, New York, NY 10003 |
|
80084xxxx3 |
ama******@t***.org |
1 |
1 |
|
|
|
|
90968 |
524 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Safran Wealth Advisors, LLC |
641 Lexington Ave 14th floor, New York, NY 10022 |
|
21232xxxx0 |
esa****@s*******************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| United Financial Planning Group LLC |
14 Pennsylvania Plaza 9th Floor, New York, NY 10122 |
|
63123xxxx1 |
ami*@u********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
200 Park Ave 13th Floor, New York, NY 10166 |
|
21233xxxx0 |
ale*********@m*.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| North Shore Wealth Management Advisors, Inc. |
One World Trade Center, 85th Floor, New York, NY 10007 |
|
21287xxxx0 |
inf*@n*********.com |
4.7 |
21692 |
|
|
|
|
129 |
|
133 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3 |
| Lek Securities |
150 Greenwich St, New York, NY 10006 |
|
21250xxxx0 |
|
4.3 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Felton & Peel Wealth Management |
165 Broadway, New York, NY 10006 |
|
80082xxxx8 |
con******@f************.com |
|
|
|
|
|
|
287 |
|
288 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Excelsior Wealth Management - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
|
21229xxxx6 |
acc**********@m************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TPW Investment Management |
120 E 23rd St, New York, NY 10010 |
|
21242xxxx4 |
jay*******@p******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Quantz Capital Management LLC |
85 Broad St, New York, NY 10004 |
|
21278xxxx2 |
a@q********.com |
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Dinoe Wilson |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The BlueStone Wealth Management Group - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
|
21269xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bone Fide Wealth, LLC |
7 World Trade Center, New York, NY 10006 |
|
21239xxxx1 |
car***@b*************.com |
3 |
4 |
|
|
|
|
1064 |
6 |
1000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prager Metis Wealth Management |
14 Pennsylvania Plaza # 1800, New York, NY 10122 |
|
86698xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Zoe Financial |
666 3rd Ave, New York, NY 10174 |
|
64668xxxx4 |
adv***********@z*****.com |
4.6 |
30 |
|
|
|
|
1416 |
|
1500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Polk Wealth Management Group - Morgan Stanley |
1585 Broadway 22nd Fl, New York, NY 10036 |
|
21276xxxx7 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thinking Big Financial |
928 Broadway Suite 807, New York, NY 10010 |
|
97322xxxx5 |
bra****@t*******************.com |
|
|
|
|
|
|
|
|
106 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BNY Mellon Wealth Management New York - 200 Park Ave |
200 Park Ave, New York, NY 10017 |
|
64679xxxx4 |
jes************@b********.com |
4 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Service Asset Management Co |
1 Pennsylvania Plaza # 36, New York, NY 10119 |
|
21227xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| George Gero - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx0 |
wms**********@r**.com |
|
|
|
|
|
|
14820 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Si Williams Wealth Management |
315 Madison Ave Floor 3, New York, NY 10017 |
|
64697xxxx6 |
inf*@d*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ADM Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21233xxxx2 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jon Mann |
200 Park Ave 34th Fl, New York, NY 10166 |
|
21233xxxx6 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Buffum Wealth Management |
300 Madison Ave Floor 25, New York, NY 10017 |
|
64675xxxx2 |
a.-***********@n*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Citi Wealth Management |
90 Park Ave, New York, NY 10016 |
|
21266xxxx4 |
bil************@c***.com |
1.8 |
10 |
|
|
|
|
150371 |
2134 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MYRA Wealth |
750 Lexington Ave, New York, NY 10022 |
|
80538xxxx2 |
fab****@m*********.com |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SCF Wealth Management Group - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx9 |
acc***************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Weinman Wealth Strategies Group or Raymond James |
630 5th Ave Suite 2950A, New York, NY 10111 |
|
21231xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Precision Financial Services Inc |
104 W 40th St, New York, NY 10018 |
|
21257xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SMJ Wealth Management Group |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Principles Capital Management, LLC |
140 Broadway, New York, NY 10005 |
|
21238xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lion Wealth Management Group - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
|
21249xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chase Cost Management |
14 Pennsylvania Plaza Suite 403, New York, NY 10122 |
|
21256xxxx0 |
avy**@c*******.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nucleus Advisors |
512 W 22nd St, New York, NY 10011 |
|
21228xxxx0 |
ale*@n*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Western Asset Management Co |
620 8th Ave #50, New York, NY 10018 |
|
21260xxxx0 |
aab********@w***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sage Capital Management Llc |
1384 Broadway #602, New York, NY 10018 |
|
21258xxxx0 |
adv****@s*****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Global Headquarters |
1585 Broadway, New York, NY 10036 |
|
21276xxxx0 |
aal*******@m************.com |
4.1 |
108 |
|
|
|
|
113360 |
3103 |
131000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The New York Fourth Avenue Group - Morgan Stanley |
399 Park Ave 12th Floor, New York, NY 10022 |
|
21289xxxx0 |
acc**********@m************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management Advisor Lauren Zick |
114 W 47th St, New York, Ny 10036 |
|
21238xxxx7 |
ada********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prentis Wealth Management |
280 Park Ave # 27W, New York, NY 10017 |
|
21295xxxx3 |
pet**********@w**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cultivating Wealth |
41 Schermerhorn St, Brooklyn, NY 11201 |
|
64669xxxx1 |
joh*@c****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Daniel Starr - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx4 |
wms**********@r**.com |
|
|
|
|
|
|
14820 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Brian Mizoguchi |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx2 |
ale*********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Huvane Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx4 |
abc*******@u**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dunn Wealth Management Partners - UBS Financial Services Inc. |
299 Park Ave 26th floor, New York, NY 10171 |
|
21282xxxx6 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Faughnan Financial |
120 Broadway, New York, NY 10271 |
|
21270xxxx9 |
dfa******@f****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Seasons of Advice Wealth Management |
120 W 45th St, New York, NY 10036 |
|
21297xxxx1 |
inf*@s********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sage Wealth Management - Morgan Stanley |
55 E 52nd St 29th Floor, New York, NY 10055 |
|
21290xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| New York, NY Private Wealth Management - UBS Financial Services Inc. |
299 Park Ave 26th floor, New York, NY 10171 |
|
21282xxxx1 |
alb************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Katz Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx1 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
75 Rockefeller Plaza, New York, NY 10019 |
|
21241xxxx0 |
ale*********@m*.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PRB Wealth Management |
122 E 42nd St Ste 1610, New York, NY 10168 |
|
21286xxxx0 |
bro****@p****.com |
|
|
|
|
5 |
21 |
|
|
726 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Praesidium Investment Management Company, LLC |
1411 Broadway #2920, New York, NY 10018 |
|
21282xxxx0 |
ada*****@p***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Diamond Lake Wealth Management Group - Morgan Stanley |
399 Park Ave 12th fl, New York, NY 10022 |
|
21249xxxx8 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
225 Liberty St 41st Floor, New York, NY 10281 |
|
80093xxxx5 |
ale*********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Luz Rosado |
225 Liberty St 41st Fl, New York, NY 10281 |
|
21228xxxx9 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Grandfield & Dodd |
Trump Bldg, 40 Wall St #4700, New York, NY 10005 |
|
21247xxxx6 |
ann@g**************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WealthEdge |
99 Park Ave #1920, New York, NY 10016 |
|
21268xxxx0 |
a.o*****@w*********.com |
3.7 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alexander Capital, Lp |
17 State St, New York, NY 10004 |
|
21268xxxx0 |
bla*******@a*****************.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LCK Wealth Management |
300 Madison Ave 29th Floor, New York, NY 10017 |
|
91758xxxx1 |
amo***@h****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Melkonian Capital Management LLC |
450 W 31st St 12th floor, New York, NY 10001 |
|
21230xxxx6 |
alb***@m***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Daniel A Humbert |
225 Liberty St 38th Floor, New York, NY 10281 |
|
21223xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Systems Inc - A DST Company |
110 Leroy St Fl 5, New York, NY 10014 |
|
85534xxxx4 |
dar****************@f*******.com |
|
|
|
|
5 |
53 |
716 |
4 |
707 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Paul G Masone |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Silvercrest Asset Management |
1330 6th Ave # 38, New York, NY 10019 |
|
21264xxxx0 |
aba*****@s***************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stephens Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21233xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carrelton Asset Management |
22 River Terrace, New York, NY 10282 |
|
21239xxxx0 |
ear******@c********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Voya Investment Management |
230 Park Ave, New York, NY 10169 |
|
21230xxxx0 |
act@v***.com |
2 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brookfield Asset Management |
250 Vesey St, New York, NY 10281 |
|
21241xxxx0 |
|
3.2 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evercore Wealth Management LLC |
55 E 52nd St, New York, NY 10055 |
|
21282xxxx0 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Minerva Wealth Advisory |
79 Madison Ave 8th floor, New York, NY 10016 |
|
64693xxxx4 |
din*****@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RMR Wealth Management |
630 3rd Ave, New York, NY 10017 |
|
21278xxxx7 |
bma***@r****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Larrea Wealth Management |
165 Broadway, 23th Floor, New York, NY 10006 |
|
21239xxxx8 |
aq@l***********.com |
|
|
|
|
|
|
4337 |
|
4300 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rockefeller Capital Management |
45 Rockefeller Plaza 5th Floor, New York, NY 10111 |
|
21254xxxx0 |
abu***@r*****.com |
4.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CGF Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx6 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Earn Into Wealth |
1460 Broadway, New York, NY 10036 |
|
64649xxxx0 |
ade****@e*************.com |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SQN Capital Management, LLC |
100 Wall St, New York, NY 10005 |
|
21242xxxx6 |
aca****@s*********.com |
1 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Washington Square Capital Management |
222 Broadway 19th floor, New York, NY 10038 |
|
64645xxxx2 |
inf*@w*********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Robert J Waldele |
225 Liberty St 39th Floor, New York, NY 10281 |
|
21223xxxx3 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Johnson Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21230xxxx1 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HSG Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21282xxxx4 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rothschild Asset Management |
1251 Avenue of the Americas, 1251 6th Ave #44, New York, NY 10020 |
|
21240xxxx0 |
aad*************@r**************.com |
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bentevi Asset Management Group of Raymond James |
630 5th Ave Ste 2950A, New York, NY 10111 |
|
21231xxxx8 |
aar************@r***********.com |
|
|
|
|
|
|
17477 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BlackDiamond Wealth Management |
12 E 49th St 11th floor, New York, NY 10017 |
|
21278xxxx9 |
deb********@b*****************.com |
5 |
2 |
|
|
5 |
7 |
|
|
100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CIBC Private Wealth Management |
300 Madison Ave 7th Floor, New York, NY 10017 |
|
21225xxxx0 |
acc*******@c***.com |
1 |
1 |
|
|
4.5 |
123 |
2122 |
|
2200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Thomas R Donahue |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx9 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealthspire Advisors |
521 5th Ave 15th Floor, New York, NY 10175 |
|
80099xxxx6 |
abb******@w**********.com |
5 |
42 |
|
|
|
|
98 |
|
124 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rubin Wealth Management - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx5 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Manhattan Wealth Management Group |
370 Lexington Ave # 1512, New York, NY 10017 |
|
21281xxxx1 |
aug**@m**************.com |
5 |
2 |
|
|
|
|
453 |
6 |
457 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JL Wealth Management Group |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
21270xxxx5 |
rbc*********@r**.com |
|
|
|
|
|
|
11698 |
|
13042 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chemistry Wealth Management |
111 Broadway # 602, New York, NY 10006 |
|
21297xxxx0 |
che***@c**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Eagle Strategies LLC |
51 Madison Ave # 2510, New York, NY 10010 |
|
21257xxxx0 |
aba***************@e**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Mitchell Wealth Management Group - UBS Financial Services Inc. |
299 Park Ave, New York, NY 10171 |
|
21262xxxx8 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Weston Wealth Advisors |
500 Grand St, New York, NY 10002 |
|
91749xxxx6 |
jon****************@w***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rick Perlman - The Perlman Group: Private Wealth Management |
2 Wall St, New York, Ny 10005 |
|
97397xxxx5 |
adm**@k********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Payne Capital Management |
231 W 29th St, New York, NY 10001 |
|
64646xxxx0 |
aar*********@p******.com |
5 |
6 |
|
|
|
|
3025 |
|
3100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bessemer Trust Private Wealth Management New York NY |
1271 6th Ave, New York, NY 10020 |
|
21270xxxx0 |
Leg**@B*******.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SMJ Wealth Management Group |
1211 Avenue Of The Americas Ste 3300, New York, NY 10036 |
|
21270xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joel Isaacson & Co. |
546 5th Ave #20, New York, NY 10036 |
|
21230xxxx0 |
ale*@j***********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mercer Advisors Wealth Management |
Chanin Building, 122 E 42nd St #2805, New York, NY 10168 |
|
88860xxxx3 |
aar********@m*************.com |
5 |
1 |
|
|
|
|
2837 |
28 |
2900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John G. Meitner - RBC Wealth Management Financial Advisor |
1211 6th Ave Suite 3300, New York, NY 10036 |
|
51673xxxx6 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Able Wealth Management |
42 Broadway 12th Fl, New York, NY 10004 |
|
21263xxxx2 |
hel**@a*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
101 Hudson St 9th Floor, Jersey City, NJ 07302 |
|
20194xxxx0 |
bro*********@m*.com |
3.7 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Management | U.S. Bank |
1095 6th Ave 15th Floor, New York, NY 10036 |
|
83396xxxx7 |
aar************@u*****.com |
2.5 |
4 |
|
|
|
|
345317 |
5510 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Private Wealth Advisors |
1585 Broadway 21st Fl, New York, NY 10036 |
|
21276xxxx0 |
aal*******@m************.com |
4.8 |
6 |
|
|
|
|
113361 |
3100 |
131000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merchant Investment Management |
600 Madison Ave 17th Floor, New York, NY 10065 |
|
64697xxxx0 |
ma**@m*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Zebra Crossing Asset Management LLC |
24 Eldridge St, New York, NY 10002 |
|
31932xxxx2 |
inf*@z**************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Guide Wealth Management LLC |
430 Park Ave, New York, NY 10022 |
|
64645xxxx1 |
cli****@g**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nuvern Wealth Advisors LLC |
26 Broadway, New York, NY 10004 |
|
21288xxxx9 |
inf*@n***********.com |
|
|
|
|
|
|
85 |
|
83 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beacon Pointe Advisors |
80 Broad St # 1701, New York, NY 10004 |
|
21257xxxx0 |
a.c***@b***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gresham Investment Management LLC |
257 Park Ave S, New York, NY 10010 |
|
21298xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tipping Point Wealth - Ameriprise Financial Services, LLC |
200 W 41st St 21st floor, New York, NY 10036 |
|
64665xxxx3 |
bev***********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Schroders Investment Management N America |
7 Bryant Pk, New York, NY 10018 |
|
21264xxxx0 |
abd*********@s********.com |
5 |
3 |
|
|
|
|
5974 |
619 |
6600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Seaport Wealth Management LLC |
60 Broad St, New York, NY 10004 |
|
21287xxxx8 |
cwy***@s********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Rick Perlman, CFP , AIF - The Perlman Group: Private Wealth Management |
2 Wall St 10th floor, New York, NY 10005 |
|
97397xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| VK Wealth Management - Morgan Stanley |
55 E 52nd St 15th Fl, New York, NY 10055 |
|
21249xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Patrick R Sullivan |
225 Liberty St 40th Floor, New York, NY 10281 |
|
21223xxxx6 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
