| Heritage Family Wealth MGMT |
155 Chestnut Ridge Rd, Montvale, NJ 07645 |
|
20150xxxx8 |
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| Jack Watson - Northwestern Mutual |
555 Long Wharf Dr, New Haven, CT 06511 |
|
86045xxxx5 |
acc******@n*.com |
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5 |
1 |
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| Aspis Financial Management Group |
148-29 Cross Island Pkwy Whitestone, NY 11357 |
|
34773xxxx5 |
joh***@a*******.com |
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| Goldman Sachs |
200 West Street, New York, NY 10282 |
|
21290xxxx0 |
aar***********@g***********.com |
3.4 |
222 |
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264213 |
|
306000 |
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| Wealth Advisory Group LLC |
355 Lexington Ave, New York, NY 10017 |
|
21254xxxx0 |
a.-**********@w*****.com |
5 |
1 |
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330 |
22 |
336 |
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| Frame Wealth Management |
1407 Broadway Ste 4002 New York, NY 10018 |
|
86639xxxx6 |
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| Lazard Limited |
30 Rockefeller Plz, New York, NY 10112 |
|
21263xxxx0 |
abd****************@l*****.com |
5 |
5 |
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| lifelaidout |
909 Third Ave Ste 7937 New York, NY 10150 |
|
41233xxxx8 |
joh*******@l**********.com |
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5 |
1 |
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413 |
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| Clarfeld Financial Advisors |
1330 Avenue of the Americas 14th Floor, New York, NY 10019 |
|
21295xxxx4 |
aar*********@c***********.com |
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| Avail Wealth Group |
10 Broad St Ste 202 Red Bank, NJ 07701 |
|
90853xxxx1 |
chu**@a*****.io |
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126 |
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| UBS Private Wealth Management |
299 Park Ave 26th floor, New York, NY 10171 |
|
21282xxxx0 |
aar*******@u**.com |
5 |
2 |
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| Stash Wealth |
New York, NY 10005 |
|
21291xxxx4 |
bra**@s**********.com |
2.2 |
64 |
4.2 |
33 |
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| Profit & Wealth Tax Advisors |
132 W 31st St Fl 9 New York, NY 10012 |
|
13322xxxxx0 |
eri*@p*************************.com |
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4.8 |
70 |
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| Jonathan E. Taylor - Northwestern Mutual |
875 3rd Ave Fl 23 New York, NY 10022 |
|
34772xxxx8 |
acc******@n*.com |
5 |
76 |
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340 |
149 |
410 |
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| Periscope Wealth Management |
1185 6th Ave 3rd floor, New York, NY 10036 |
|
21295xxxx6 |
inf*@p**********.com |
5 |
12 |
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| Castle Financial |
590 Madison Ave Fl 21 New York, NY 10022 |
|
21252xxxx8 |
aap@c**************.com |
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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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| Family Wealth Management - UBS Financial Services Inc. |
61 South Paramus Road Mack Center Iv 4th Floor, Paramus, NJ 07652 |
|
20158xxxx5 |
abc*******@u**.com |
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| Fusion Family Wealth |
88 Froehlich Farm Blvd Ste 401, Woodbury, NY 11797 |
|
51620xxxx0 |
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5 |
1 |
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| Aspiriant Wealth Management |
350 5th Ave Ste 6420, New York, NY 10118 |
|
21282xxxx5 |
aa@a********.com |
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| Vanek Trust |
Woodmere |
|
51652xxxx8 |
che********@v*********.com |
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63 |
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| Source Financial Advisors |
545 5th Ave #1100, New York, NY 10017 |
|
21227xxxx0 |
ama*****@s*******.com |
5 |
3 |
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420 |
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427 |
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| Avanti Wealth Management - Pasquale Pisani |
17 Sylvan St Ste 104 Rutherford, NJ 07070 |
|
20172xxxx7 |
imp******@g****.com |
5 |
19 |
5 |
3 |
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230 |
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| Eagle Grove Advisors |
75 Montgomery St Ste 202 New Jersey, NJ 07302 |
|
91747xxxx9 |
eri*@e*****************.com |
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| Matthew Brenner |
404 Glen Cove Ave Ste 100 Sea Cliff, NY 11579 |
|
51692xxxx5 |
dat*****************@i****.de |
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| Family Management Corporation |
155 E 44th St, New York, NY 10017 |
|
21287xxxx0 |
ald*@f***********.com |
5 |
1 |
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| Sapphire Wealth Advisory Group |
2 Park Ave #300, New York, NY 10016 |
|
64643xxxx5 |
aaa***********@s*********************.com |
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| Park Avenue Securities |
7 Hanover Sq Fl 14 New York, NY 10004 |
|
21276xxxx2 |
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1.4 |
7 |
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| Florham Park Wealth Advisors |
25B Vreeland Rd Ste 110 Florham Park, NJ 07932 |
|
97337xxxx8 |
cas*********@w*****************.com |
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| Howard Singer Associates |
740 State Rte 34 Matawan, NJ 07747 |
|
73258xxxx4 |
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| Families & Foundations Investment Group - UBS Financial Services Inc. |
1285 6th Ave 18th Floor, New York, NY 10019 |
|
21264xxxx3 |
abc*******@u**.com |
5 |
1 |
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| EisnerAmper |
733 3rd Ave, New York, NY 10017 |
|
21294xxxx0 |
a.j************@e**********.com |
3.5 |
8 |
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2211 |
217 |
2200 |
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1.5 |
4 |
| Family Wealth Group - Morgan Stanley |
1585 Broadway 21st Floor, New York, NY 10036 |
|
21276xxxx5 |
acc**********@m************.com |
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| Eagle Bay Family Office |
7 World Trade Center, 250 Greenwich St, New York, NY 10007 |
|
21263xxxx9 |
cli****@e*******************.com |
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| RMR Wealth Builders |
111 Grove St Montclair, NJ, NJ 07042 |
|
88833xxxx8 |
aco*******@r********.com |
5 |
2 |
5 |
2 |
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| Asset Protection Group |
223 Cooke St Brooklyn, NY 11206 |
|
91793xxxx1 |
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| Larrea Wealth Management |
77 Water St Fl 8 New York, NY 10005 |
|
21239xxxx8 |
aq@l***********.com |
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| Pathstone Family Office |
1 Bridge Plz N, Fort Lee, NJ 07024 |
|
20194xxxx4 |
abb*@p********.com |
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| Formanek Peter, CPA |
141 E Boston Post Rd, Mamaroneck, NY 10543 |
|
91469xxxx3 |
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1 |
1 |
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| Wealth Creation Family |
Serving theNew York Area |
|
20178xxxx8 |
jer***@w***********************.org |
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5 |
3 |
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| Medina Private Wealth |
445 Park Ave Fl 9 New York, NY 10022 |
|
21268xxxx2 |
joe@j********.com |
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5 |
1 |
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| WealthBridge Financial Group |
675 3rd Ave #900, New York, NY 10017 |
|
20298xxxx0 |
aal*******@m************.com |
5 |
21 |
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16 |
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| Wharton Wealth Planning |
3 Columbus Cir Floor 15, New York, NY 10019 |
|
64645xxxx1 |
ace****@f***************.com |
4.9 |
12 |
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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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| Francis Financial, Inc. |
39 Broadway Suite 1730, New York, NY 10006 |
|
21237xxxx8 |
aal*******@m************.com |
5.037 |
37 |
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925 |
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| Rubia Bashir- Family Wealth Planning |
1 Corporate Pl S, Piscataway, NJ 08854 |
|
73251xxxx0 |
ekr@s********.com |
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| Paulo Financial Advisors |
1688 Victory Blvd Ste 200 Staten Island, NY 10314 |
|
71837xxxx4 |
bro**@p*********************.com |
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5 |
1 |
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| Strategies for Wealth |
437 Madison Ave 29th Floor, New York, NY 10022 |
|
21270xxxx0 |
a@s******************.com |
3.5 |
13 |
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512 |
33 |
512 |
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| Modera Financial Advisors & Financial Planners |
56 Jefferson Ave westwood, NJ 07675 |
|
20176xxxx0 |
aar********@m***********.com |
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100 |
|
125 |
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| Access Wealth |
120 Eagle Rock Ave Ste 230 East Hanover, NJ 07936 |
|
97374xxxx0 |
axx*****@a************.com |
|
9 |
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| Drucker Wealth Management |
2 Park Ave New York, NY 10016 |
|
21268xxxx0 |
aut***@d************.com |
4.9 |
56 |
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|
1100 |
11 |
1200 |
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| Mariner |
1500 Broadway, 28th Floor, New York City, NY 10036 |
|
21286xxxx0 |
aar********@m********************.com |
3 |
2 |
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| Fusion Family Wealth, LLC |
88 Froehlich Farm Blvd #401, Woodbury, NY 11797 |
|
51620xxxx0 |
a.b***@f*****************.com |
5 |
1 |
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| DCM Advisors LLC |
33 Whitehall St, New York, NY 10014 |
|
91738xxxx0 |
ee1*************************************@w*****************.com |
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| Morgan Stanley |
1585 Broadway, New York, NY 10036 |
|
21276xxxx0 |
aal*******@m************.com |
4 |
110 |
|
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|
114235 |
3099 |
133000 |
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| Drucker Wealth Management |
2 Park Ave 20th floor, New York, NY 10016 |
|
21268xxxx0 |
ace****@f***************.com |
4.9 |
84 |
|
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|
1292 |
11 |
1200 |
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| Samra Wealth Management |
1 World Trade Ctr Fl 85 New York, NY 10007 |
|
20142xxxx0 |
ind*******@s********************.com |
|
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|
630 |
4 |
624 |
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|
| Safran Wealth Advisors, LLC |
641 Lexington Ave 14th floor, New York, NY 10022 |
|
21232xxxx0 |
esa****@s*******************.com |
5 |
2 |
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| SFI Advisors |
79 Midland Ave, Montclair, NJ 07042 |
|
97374xxxx4 |
ale*@s**********.com |
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12 |
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| Alfa Pride Financial |
447 Broadway Fl 2nd Ste 460 New York, NY 10013 |
|
33220xxxx0 |
con****@p*****.com |
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151 |
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153 |
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| Online Trading Academy NYC |
2 Hanson Pl Ste 1301 Brooklyn, NY 11217 |
|
21230xxxx8 |
abi*@t*************.com |
|
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3.7 |
34 |
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110457 |
211 |
118000 |
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| Park Avenue Financial Advisors |
136 Madison Ave, New York, NY 10016 |
|
21268xxxx0 |
abu***@l************.com |
5 |
1 |
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| Rightirement Wealth Partners |
440 Mamaroneck Ave Ste N403 Harrison, NY 10528 |
|
91422xxxx6 |
bi**@r***********.com |
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| Unique Financial Advisors |
26 Broadway Fl 8 New York, NY 10004 |
|
64691xxxx0 |
cri*****@u**********************.com |
5 |
2 |
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| Zoe Financial |
666 3rd Ave, New York, NY 10174 |
|
64668xxxx4 |
ace****@f***************.com |
4.5 |
31 |
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1591 |
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1500 |
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| Fortune Advisory Services |
675 Third Ave Fl 9 New York, NY 10017 |
|
34720xxxx0 |
rfo*****@f*****************.com |
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4.5 |
2 |
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| Talisha Scarborough - New York Life |
420 Lexington Ave Fl14th And 15th New York, NY 10170 |
|
91779xxxx3 |
a.-*****************@n**********.com |
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647975 |
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651000 |
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| True Contrarian |
300 Beech St, Kearny, NJ 07032 |
|
20124xxxx3 |
j.d@t*************.com |
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5 |
1 |
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| Illyricum Capital |
2205 37th St Ste 3J Astoria, NY 11105 |
|
91760xxxx2 |
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| Carlson & Carlson |
45 Park Ave New York, NY 10016 |
|
21269xxxx7 |
dca*****@c****************.com |
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| MYRA Wealth |
750 Lexington Ave, New York, NY 10022 |
|
80538xxxx2 |
fab****@m*********.com |
5 |
7 |
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| Guggenheim Partners |
135 E 57th St, New York, NY 10022 |
|
21273xxxx0 |
aag*****@g*****************.com |
1 |
1 |
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| Gariano Wealth Management |
548 Franklin Ave, Nutley, NJ 07110 |
|
97366xxxx1 |
inf*@g********.com |
5 |
4 |
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| Kean Amaral - Merrill Lynch Wealth Management |
225 Liberty St Fl 40 New York, NY 10281 |
|
21223xxxx8 |
aas***********@m*.com |
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| Francis Financial |
39 Broadway Ste 1730 New York, NY 10006 |
|
21237xxxx8 |
ace****@f***************.com |
5 |
34 |
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931 |
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| Jefferies LLC |
520 Madison Ave, New York, NY 10022 |
|
21228xxxx0 |
aai*******@j********.com |
5 |
8 |
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1777 |
2 |
2000 |
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| Hillview Capital Advisors, LLC |
777 3rd Ave Ste 28A, New York, NY 10017 |
|
21266xxxx0 |
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| Hillview Capital Advisors, LLC |
777 Third Ave New York, NY 10017 |
|
21266xxxx0 |
a.m**********@h**********.com |
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| Geller |
909 3rd Ave, New York, NY 10022 |
|
21258xxxx0 |
aa@g*******.com |
5 |
2 |
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| Wanderlust Wealth Management |
750 3rd Ave Fl 9 New York, NY 10017 |
|
64672xxxx2 |
c18*****************************@s*****.wixpress |
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263 |
5 |
257 |
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| Seasons of Advice Wealth Management |
120 W 45th St, New York, NY 10036 |
|
21297xxxx1 |
aal*******@m************.com |
5 |
3 |
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| Katz Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
|
21271xxxx1 |
ben*******************@u**.com |
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| Austin Jett - AXA Advisors |
1290 Avenue Of Americas Fl 4 New York, NY 10104 |
|
21282xxxx7 |
aus********@e********.com |
|
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5 |
1 |
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| Harness Wealth |
32 6th Ave Floor 13, New York, NY 10013 |
|
64658xxxx7 |
abu***@l************.com |
4.3 |
12 |
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| John Francis |
40 Wall St New York, NY 10005 |
|
21259xxxx6 |
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| Family Wealth & Pension Management |
7600 Jericho Turnpike # 202, Woodbury, NY 11797 |
|
51692xxxx0 |
ian@f***********.com |
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| Mission Wealth |
251 W 30th St New York, NY 10001 |
|
21250xxxx0 |
ach****@m************.com |
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| WealthEdge |
99 Park Ave #1920, New York, NY 10016 |
|
21268xxxx0 |
a.a*****@w*********.com |
3.9 |
7 |
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| Julius Wealth Advisors |
200 Sylvan Ave Ste 23A Englewood Cliffs, NJ 07632 |
|
20140xxxx4 |
inf*@j***********.com |
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| Flores Wealth Planning |
800 Third Ave Ste 2800 New York, NY 10022 |
|
91774xxxx8 |
afl****@f**********************.com |
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| Unique Financial Advisors |
999 Palmer Ave Ste 5 Holmdel, NJ 07733 |
|
73261xxxx0 |
cri*****@u**********************.com |
4.8 |
22 |
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| Brett Goldstein | Raymond James |
320 Park Ave Fl 9, New York, NY 10022-6815 |
|
21231xxxx4 |
aar************@r***********.com |
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| Azura Wealth Advisers |
420 Lexington Ave, New York, NY 10170 |
|
21257xxxx2 |
abu***@l************.com |
5 |
1 |
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| Family Wealth & Pension Management |
7600 Jericho Tpke, Woodbury, NY 11797 |
|
51692xxxx0 |
ian@f***********.com |
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| Lenox Advisors |
530 5th Ave Fl 11 New York, NY 10036 |
|
21253xxxx0 |
aab*****@l************.com |
|
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163 |
28 |
177 |
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| Blue Spark Capital Advisors |
41 Madison Ave Fl 40 New York, NY 10010 |
|
21253xxxx9 |
cal***@b*****************.com |
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| Family Wealth Group |
1585 Broadway 21st Fl, New York, NY 10036 |
|
21276xxxx5 |
acc**********@m************.com |
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| Creative Planning |
152 W 57th St 24th Floor, New York, NY 10019 |
|
21299xxxx6 |
a.j******@c***************.com |
4.4 |
53 |
|
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|
8913 |
148 |
8900 |
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| M & R Capital Management |
88 Pine St Fl 5 New York, NY 10005 |
|
21258xxxx9 |
awa****@m******.com |
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244 |
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| Earn Into Wealth |
1460 Broadway, New York, NY 10036 |
|
16464xxxxx0 |
ade****@e*************.com |
5 |
4 |
5 |
10 |
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| Altfest |
445 Park Ave Fl 6 New York, NY 10022 |
|
21240xxxx0 |
aal*****@a******.com |
5 |
3 |
3.5 |
8 |
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| BNY Wealth New York - 200 Park Ave |
200 Park Ave, New York, NY 10017 |
|
64679xxxx4 |
aha****@b**.com |
4 |
2 |
|
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|
15292 |
1473 |
16000 |
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|
| Mark Martiak Financial Advisor | Accredited Investment Fiduciary® |
590 Madison Ave 28th Floor, New York, NY 10022 |
|
21281xxxx4 |
aar*******************@p*********.com |
|
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137 |
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| Forbes Family Trust |
10 E 53rd St, New York, NY 10022 |
|
21248xxxx0 |
a.m******@f****************.com |
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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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|
183 |
|
183 |
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| Heron Wealth |
521 5th Ave Fl 15 New York, NY 10175 |
|
34758xxxx0 |
chr**@h**********.com |
|
|
1 |
1 |
|
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125 |
|
161 |
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|
| Zoe Financial |
New York, NY 10018 |
|
64684xxxx6 |
adv***********@z*****.com |
4.7 |
30 |
|
|
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|
1413 |
|
1500 |
|
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|
| Bessemer Trust |
1271 6th Ave, New York, NY 10020 |
|
21270xxxx0 |
bes********************@a*********.email |
5 |
1 |
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| Manhattan Wealth Management Group |
370 Lexington Ave # 1512, New York, NY 10017 |
|
21281xxxx1 |
aal*******@z******.com |
5 |
2 |
|
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|
453 |
6 |
457 |
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|
| Family Wealth Counselors of Ny |
555 5th Ave, New York, NY 10017 |
|
21291xxxx1 |
|
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| Round Table Services |
319 Lenox Ave Westfield, NJ 07090 |
|
90878xxxx0 |
|
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|
| Law Offices of Juliet Gavriel |
99 Madison Ave, Fl 5 Manhattan, NY 10016 |
|
21268xxxx5 |
nyc*******@g****.com |
5 |
3 |
|
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|
241 |
|
247 |
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|
| Rockefeller Global Family Office |
45 Rockefeller Plaza 5th Floor, New York, NY 10111 |
|
21254xxxx0 |
ale*******@r*****.com |
|
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|
| Strategic Family Partners |
1325 6th Ave 28th floor, New York, NY 10019 |
|
64678xxxx0 |
sfp@s**************.com |
|
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| Klingenstein Fields Advisors |
125 Park Ave, New York, NY 10017 |
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21249xxxx0 |
aid**********@k***********.com |
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| IMPACCT Brooklyn |
1000 Dean St Ste 420 Brooklyn, NY 11238 |
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71862xxxx3 |
adv********@i********.org |
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5 |
2 |
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3422 |
78 |
3500 |
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| McManus & Associates |
1325 Ave of the Americas, New York, NY 10019 |
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21275xxxx0 |
ada*@m***********.com |
4 |
4 |
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| Danishefsky Family Wealth Management - UBS Financial Services Inc. |
1285 6th Ave, New York, NY 10019 |
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21271xxxx1 |
ale*******@u**.com |
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| Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner |
350 E 76th St, New York, NY 10021 |
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63172xxxx8 |
con****@m***.nyc |
5 |
19 |
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| Family Management |
485 Madison Ave 19th Floor, New York, NY 10022 |
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21287xxxx0 |
at@f***********.com |
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| Prestiq Wealth Partners - Savvy Wealth |
36 E 12th St Fl 2 New York, NY 10003 |
|
91759xxxx2 |
c*r*@s**********.com |
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| Danishefsky Family Wealth Management - UBS Financial Services Inc. |
1285 Avenue Of The Americas, New York, NY 10019 |
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21271xxxx1 |
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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114702 |
3114 |
134000 |
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| Curtis Pope, CFP | Certified Financial Planner | Financial Advisor |
450 Lexington Ave 4th fl, New York, NY 10017 |
|
64664xxxx7 |
ace****@f***************.com |
4.9 |
84 |
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| Savvy Wealth |
900 Broadway Floor 2, New York, NY 10010 |
|
83374xxxx9 |
792*************************************@w*****************.com |
5 |
13 |
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| Forteris Wealth Management |
3020 Westchester Ave Ste 102 Purchase, NY 10577 |
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91469xxxx0 |
bfr*@f*************.com |
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79 |
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| John Fiorito |
Rmr Wealth Management Llc One Battery Park Plz, Fl 31 New York, NY 10004 |
|
21278xxxx7 |
bma***@r****.com |
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| Unique Financial Advisors & Tax Consultants |
33 Wood Ave S Ste 600 Woodbridge Township, NJ 08830 |
|
73250xxxx0 |
cri*****@u**********************.com |
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| 4D Tax & Financial Planning |
14 Wall St FL 20 New York, NY 10005 |
|
91775xxxx6 |
jl**@4*****.com |
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4 |
8 |
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| Park Avenue Financial Advisors |
1 Penn Plz Ste 2420 New York, NY 10119 |
|
21268xxxx0 |
eri**@p**********.com |
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5 |
1 |
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| Family Wealth Decisions Group |
100 Jericho Quadrangle #120, Jericho, NY 11753 |
|
51668xxxx1 |
Ari***@F********************.com |
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| Beacon Pointe Advisors |
80 Broad St Ste 1701, New York, NY 10004 |
|
21257xxxx0 |
aam*****@b***********.com |
5 |
1 |
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| Titan Consulting Group |
1412 Broadway Ste 1509 New York, NY 10018 |
|
86658xxxx5 |
and***@t*****************.com |
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3.5 |
22 |
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216496 |
192 |
238000 |
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