Business List: Family Wealth Advisor in New York, NY, USA

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Heritage Family Wealth MGMT 155 Chestnut Ridge Rd, Montvale, NJ 07645
20150xxxx8
Jack Watson - Northwestern Mutual 555 Long Wharf Dr, New Haven, CT 06511
86045xxxx5 acc******@n*.com 5 1
Aspis Financial Management Group 148-29 Cross Island Pkwy Whitestone, NY 11357
34773xxxx5 joh***@a*******.com
Goldman Sachs 200 West Street, New York, NY 10282
21290xxxx0 aar***********@g***********.com 3.4 222 264213 306000
Wealth Advisory Group LLC 355 Lexington Ave, New York, NY 10017
21254xxxx0 a.-**********@w*****.com 5 1 330 22 336
Frame Wealth Management 1407 Broadway Ste 4002 New York, NY 10018
86639xxxx6
Lazard Limited 30 Rockefeller Plz, New York, NY 10112
21263xxxx0 abd****************@l*****.com 5 5
lifelaidout 909 Third Ave Ste 7937 New York, NY 10150
41233xxxx8 joh*******@l**********.com 5 1 413
Clarfeld Financial Advisors 1330 Avenue of the Americas 14th Floor, New York, NY 10019
21295xxxx4 aar*********@c***********.com
Avail Wealth Group 10 Broad St Ste 202 Red Bank, NJ 07701
90853xxxx1 chu**@a*****.io 126
UBS Private Wealth Management 299 Park Ave 26th floor, New York, NY 10171
21282xxxx0 aar*******@u**.com 5 2
Stash Wealth New York, NY 10005
21291xxxx4 bra**@s**********.com 2.2 64 4.2 33
Profit & Wealth Tax Advisors 132 W 31st St Fl 9 New York, NY 10012
13322xxxxx0 eri*@p*************************.com 4.8 70
Jonathan E. Taylor - Northwestern Mutual 875 3rd Ave Fl 23 New York, NY 10022
34772xxxx8 acc******@n*.com 5 76 340 149 410
Periscope Wealth Management 1185 6th Ave 3rd floor, New York, NY 10036
21295xxxx6 inf*@p**********.com 5 12
Castle Financial 590 Madison Ave Fl 21 New York, NY 10022
21252xxxx8 aap@c**************.com
Altfest Personal Wealth Management 445 Park Ave 6th floor, New York, NY 10022
21240xxxx0 aal*****@a******.com 5 4
Family Wealth Management - UBS Financial Services Inc. 61 South Paramus Road Mack Center Iv 4th Floor, Paramus, NJ 07652
20158xxxx5 abc*******@u**.com
Fusion Family Wealth 88 Froehlich Farm Blvd Ste 401, Woodbury, NY 11797
51620xxxx0 5 1
Aspiriant Wealth Management 350 5th Ave Ste 6420, New York, NY 10118
21282xxxx5 aa@a********.com
Vanek Trust Woodmere
51652xxxx8 che********@v*********.com 63
Source Financial Advisors 545 5th Ave #1100, New York, NY 10017
21227xxxx0 ama*****@s*******.com 5 3 420 427
Avanti Wealth Management - Pasquale Pisani 17 Sylvan St Ste 104 Rutherford, NJ 07070
20172xxxx7 imp******@g****.com 5 19 5 3 230
Eagle Grove Advisors 75 Montgomery St Ste 202 New Jersey, NJ 07302
91747xxxx9 eri*@e*****************.com
Matthew Brenner 404 Glen Cove Ave Ste 100 Sea Cliff, NY 11579
51692xxxx5 dat*****************@i****.de
Family Management Corporation 155 E 44th St, New York, NY 10017
21287xxxx0 ald*@f***********.com 5 1
Sapphire Wealth Advisory Group 2 Park Ave #300, New York, NY 10016
64643xxxx5 aaa***********@s*********************.com
Park Avenue Securities 7 Hanover Sq Fl 14 New York, NY 10004 21276xxxx2 1.4 7
Florham Park Wealth Advisors 25B Vreeland Rd Ste 110 Florham Park, NJ 07932
97337xxxx8 cas*********@w*****************.com
Howard Singer Associates 740 State Rte 34 Matawan, NJ 07747 73258xxxx4
Families & Foundations Investment Group - UBS Financial Services Inc. 1285 6th Ave 18th Floor, New York, NY 10019
21264xxxx3 abc*******@u**.com 5 1
EisnerAmper 733 3rd Ave, New York, NY 10017
21294xxxx0 a.j************@e**********.com 3.5 8 2211 217 2200
1.5 4
Family Wealth Group - Morgan Stanley 1585 Broadway 21st Floor, New York, NY 10036
21276xxxx5 acc**********@m************.com
Eagle Bay Family Office 7 World Trade Center, 250 Greenwich St, New York, NY 10007
21263xxxx9 cli****@e*******************.com
RMR Wealth Builders 111 Grove St Montclair, NJ, NJ 07042
88833xxxx8 aco*******@r********.com 5 2 5 2
Asset Protection Group 223 Cooke St Brooklyn, NY 11206 91793xxxx1
Larrea Wealth Management 77 Water St Fl 8 New York, NY 10005
21239xxxx8 aq@l***********.com
Pathstone Family Office 1 Bridge Plz N, Fort Lee, NJ 07024
20194xxxx4 abb*@p********.com
Formanek Peter, CPA 141 E Boston Post Rd, Mamaroneck, NY 10543 91469xxxx3 1 1
Wealth Creation Family Serving theNew York Area
20178xxxx8 jer***@w***********************.org 5 3
Medina Private Wealth 445 Park Ave Fl 9 New York, NY 10022
21268xxxx2 joe@j********.com 5 1
WealthBridge Financial Group 675 3rd Ave #900, New York, NY 10017
20298xxxx0 aal*******@m************.com 5 21 16
Wharton Wealth Planning 3 Columbus Cir Floor 15, New York, NY 10019
64645xxxx1 ace****@f***************.com 4.9 12
Williams Jones Wealth Management 717 5th Ave 11th Floor, New York, NY 10022
21293xxxx0 amo*@w************.com 4.8 5
Francis Financial, Inc. 39 Broadway Suite 1730, New York, NY 10006
21237xxxx8 aal*******@m************.com 5.037 37 925
Rubia Bashir- Family Wealth Planning 1 Corporate Pl S, Piscataway, NJ 08854
73251xxxx0 ekr@s********.com
Paulo Financial Advisors 1688 Victory Blvd Ste 200 Staten Island, NY 10314
71837xxxx4 bro**@p*********************.com 5 1
Strategies for Wealth 437 Madison Ave 29th Floor, New York, NY 10022
21270xxxx0 a@s******************.com 3.5 13 512 33 512
Modera Financial Advisors & Financial Planners 56 Jefferson Ave westwood, NJ 07675
20176xxxx0 aar********@m***********.com 100 125
Access Wealth 120 Eagle Rock Ave Ste 230 East Hanover, NJ 07936
97374xxxx0 axx*****@a************.com 9
Drucker Wealth Management 2 Park Ave New York, NY 10016
21268xxxx0 aut***@d************.com 4.9 56 1100 11 1200
Mariner 1500 Broadway, 28th Floor, New York City, NY 10036
21286xxxx0 aar********@m********************.com 3 2
Fusion Family Wealth, LLC 88 Froehlich Farm Blvd #401, Woodbury, NY 11797
51620xxxx0 a.b***@f*****************.com 5 1
DCM Advisors LLC 33 Whitehall St, New York, NY 10014
91738xxxx0 ee1*************************************@w*****************.com
Morgan Stanley 1585 Broadway, New York, NY 10036
21276xxxx0 aal*******@m************.com 4 110 114235 3099 133000
Drucker Wealth Management 2 Park Ave 20th floor, New York, NY 10016
21268xxxx0 ace****@f***************.com 4.9 84 1292 11 1200
Samra Wealth Management 1 World Trade Ctr Fl 85 New York, NY 10007
20142xxxx0 ind*******@s********************.com 630 4 624
Safran Wealth Advisors, LLC 641 Lexington Ave 14th floor, New York, NY 10022
21232xxxx0 esa****@s*******************.com 5 2
SFI Advisors 79 Midland Ave, Montclair, NJ 07042
97374xxxx4 ale*@s**********.com 12
Alfa Pride Financial 447 Broadway Fl 2nd Ste 460 New York, NY 10013
33220xxxx0 con****@p*****.com 151 153
Online Trading Academy NYC 2 Hanson Pl Ste 1301 Brooklyn, NY 11217
21230xxxx8 abi*@t*************.com 3.7 34 110457 211 118000
Park Avenue Financial Advisors 136 Madison Ave, New York, NY 10016
21268xxxx0 abu***@l************.com 5 1
Rightirement Wealth Partners 440 Mamaroneck Ave Ste N403 Harrison, NY 10528
91422xxxx6 bi**@r***********.com
Unique Financial Advisors 26 Broadway Fl 8 New York, NY 10004
64691xxxx0 cri*****@u**********************.com 5 2
Zoe Financial 666 3rd Ave, New York, NY 10174
64668xxxx4 ace****@f***************.com 4.5 31 1591 1500
Fortune Advisory Services 675 Third Ave Fl 9 New York, NY 10017
34720xxxx0 rfo*****@f*****************.com 4.5 2
Talisha Scarborough - New York Life 420 Lexington Ave Fl14th And 15th New York, NY 10170
91779xxxx3 a.-*****************@n**********.com 647975 651000
True Contrarian 300 Beech St, Kearny, NJ 07032
20124xxxx3 j.d@t*************.com 5 1
Illyricum Capital 2205 37th St Ste 3J Astoria, NY 11105
91760xxxx2
Carlson & Carlson 45 Park Ave New York, NY 10016
21269xxxx7 dca*****@c****************.com
MYRA Wealth 750 Lexington Ave, New York, NY 10022
80538xxxx2 fab****@m*********.com 5 7
Guggenheim Partners 135 E 57th St, New York, NY 10022
21273xxxx0 aag*****@g*****************.com 1 1
Gariano Wealth Management 548 Franklin Ave, Nutley, NJ 07110
97366xxxx1 inf*@g********.com 5 4
Kean Amaral - Merrill Lynch Wealth Management 225 Liberty St Fl 40 New York, NY 10281
21223xxxx8 aas***********@m*.com
Francis Financial 39 Broadway Ste 1730 New York, NY 10006
21237xxxx8 ace****@f***************.com 5 34 931
Jefferies LLC 520 Madison Ave, New York, NY 10022
21228xxxx0 aai*******@j********.com 5 8 1777 2 2000
Hillview Capital Advisors, LLC 777 3rd Ave Ste 28A, New York, NY 10017 21266xxxx0
Hillview Capital Advisors, LLC 777 Third Ave New York, NY 10017
21266xxxx0 a.m**********@h**********.com
Geller 909 3rd Ave, New York, NY 10022
21258xxxx0 aa@g*******.com 5 2
Wanderlust Wealth Management 750 3rd Ave Fl 9 New York, NY 10017
64672xxxx2 c18*****************************@s*****.wixpress 263 5 257
Seasons of Advice Wealth Management 120 W 45th St, New York, NY 10036
21297xxxx1 aal*******@m************.com 5 3
Katz Wealth Management - UBS Financial Services Inc. 1285 6th Ave, New York, NY 10019
21271xxxx1 ben*******************@u**.com
Austin Jett - AXA Advisors 1290 Avenue Of Americas Fl 4 New York, NY 10104
21282xxxx7 aus********@e********.com 5 1
Harness Wealth 32 6th Ave Floor 13, New York, NY 10013
64658xxxx7 abu***@l************.com 4.3 12
John Francis 40 Wall St New York, NY 10005
21259xxxx6
Family Wealth & Pension Management 7600 Jericho Turnpike # 202, Woodbury, NY 11797
51692xxxx0 ian@f***********.com
Mission Wealth 251 W 30th St New York, NY 10001
21250xxxx0 ach****@m************.com
WealthEdge 99 Park Ave #1920, New York, NY 10016
21268xxxx0 a.a*****@w*********.com 3.9 7
Julius Wealth Advisors 200 Sylvan Ave Ste 23A Englewood Cliffs, NJ 07632
20140xxxx4 inf*@j***********.com
Flores Wealth Planning 800 Third Ave Ste 2800 New York, NY 10022
91774xxxx8 afl****@f**********************.com
Unique Financial Advisors 999 Palmer Ave Ste 5 Holmdel, NJ 07733
73261xxxx0 cri*****@u**********************.com 4.8 22
Brett Goldstein | Raymond James 320 Park Ave Fl 9, New York, NY 10022-6815
21231xxxx4 aar************@r***********.com
Azura Wealth Advisers 420 Lexington Ave, New York, NY 10170
21257xxxx2 abu***@l************.com 5 1
Family Wealth & Pension Management 7600 Jericho Tpke, Woodbury, NY 11797
51692xxxx0 ian@f***********.com
Lenox Advisors 530 5th Ave Fl 11 New York, NY 10036
21253xxxx0 aab*****@l************.com 163 28 177
Blue Spark Capital Advisors 41 Madison Ave Fl 40 New York, NY 10010
21253xxxx9 cal***@b*****************.com
Family Wealth Group 1585 Broadway 21st Fl, New York, NY 10036
21276xxxx5 acc**********@m************.com
Creative Planning 152 W 57th St 24th Floor, New York, NY 10019
21299xxxx6 a.j******@c***************.com 4.4 53 8913 148 8900
M & R Capital Management 88 Pine St Fl 5 New York, NY 10005
21258xxxx9 awa****@m******.com 244
Earn Into Wealth 1460 Broadway, New York, NY 10036
16464xxxxx0 ade****@e*************.com 5 4 5 10
Altfest 445 Park Ave Fl 6 New York, NY 10022
21240xxxx0 aal*****@a******.com 5 3 3.5 8
BNY Wealth New York - 200 Park Ave 200 Park Ave, New York, NY 10017
64679xxxx4 aha****@b**.com 4 2 15292 1473 16000
Mark Martiak Financial Advisor | Accredited Investment Fiduciary® 590 Madison Ave 28th Floor, New York, NY 10022
21281xxxx4 aar*******************@p*********.com 137
Forbes Family Trust 10 E 53rd St, New York, NY 10022
21248xxxx0 a.m******@f****************.com
Wealthspire Advisors 521 5th Ave 15th Floor, New York, NY 10175
80099xxxx6 abb******@w**********.com 5 42 183 183
Heron Wealth 521 5th Ave Fl 15 New York, NY 10175
34758xxxx0 chr**@h**********.com 1 1 125 161
Zoe Financial New York, NY 10018
64684xxxx6 adv***********@z*****.com 4.7 30 1413 1500
Bessemer Trust 1271 6th Ave, New York, NY 10020
21270xxxx0 bes********************@a*********.email 5 1
Manhattan Wealth Management Group 370 Lexington Ave # 1512, New York, NY 10017
21281xxxx1 aal*******@z******.com 5 2 453 6 457
Family Wealth Counselors of Ny 555 5th Ave, New York, NY 10017 21291xxxx1
Round Table Services 319 Lenox Ave Westfield, NJ 07090 90878xxxx0
Law Offices of Juliet Gavriel 99 Madison Ave, Fl 5 Manhattan, NY 10016
21268xxxx5 nyc*******@g****.com 5 3 241 247
Rockefeller Global Family Office 45 Rockefeller Plaza 5th Floor, New York, NY 10111
21254xxxx0 ale*******@r*****.com
Strategic Family Partners 1325 6th Ave 28th floor, New York, NY 10019
64678xxxx0 sfp@s**************.com
Klingenstein Fields Advisors 125 Park Ave, New York, NY 10017
21249xxxx0 aid**********@k***********.com
IMPACCT Brooklyn 1000 Dean St Ste 420 Brooklyn, NY 11238
71862xxxx3 adv********@i********.org 5 2 3422 78 3500
McManus & Associates 1325 Ave of the Americas, New York, NY 10019
21275xxxx0 ada*@m***********.com 4 4
Danishefsky Family Wealth Management - UBS Financial Services Inc. 1285 6th Ave, New York, NY 10019
21271xxxx1 ale*******@u**.com
Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner 350 E 76th St, New York, NY 10021
63172xxxx8 con****@m***.nyc 5 19
Family Management 485 Madison Ave 19th Floor, New York, NY 10022
21287xxxx0 at@f***********.com
Prestiq Wealth Partners - Savvy Wealth 36 E 12th St Fl 2 New York, NY 10003
91759xxxx2 c*r*@s**********.com
Danishefsky Family Wealth Management - UBS Financial Services Inc. 1285 Avenue Of The Americas, New York, NY 10019
21271xxxx1 abc*******@u**.com
Morgan Stanley Private Wealth Advisors 1585 Broadway 21st Fl, New York, NY 10036
21276xxxx0 aal*******@m************.com 4.8 6 114702 3114 134000
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor 450 Lexington Ave 4th fl, New York, NY 10017
64664xxxx7 ace****@f***************.com 4.9 84
Savvy Wealth 900 Broadway Floor 2, New York, NY 10010
83374xxxx9 792*************************************@w*****************.com 5 13
Forteris Wealth Management 3020 Westchester Ave Ste 102 Purchase, NY 10577
91469xxxx0 bfr*@f*************.com 79
John Fiorito Rmr Wealth Management Llc One Battery Park Plz, Fl 31 New York, NY 10004
21278xxxx7 bma***@r****.com
Unique Financial Advisors & Tax Consultants 33 Wood Ave S Ste 600 Woodbridge Township, NJ 08830
73250xxxx0 cri*****@u**********************.com
4D Tax & Financial Planning 14 Wall St FL 20 New York, NY 10005
91775xxxx6 jl**@4*****.com 4 8
Park Avenue Financial Advisors 1 Penn Plz Ste 2420 New York, NY 10119
21268xxxx0 eri**@p**********.com 5 1
Family Wealth Decisions Group 100 Jericho Quadrangle #120, Jericho, NY 11753
51668xxxx1 Ari***@F********************.com
Beacon Pointe Advisors 80 Broad St Ste 1701, New York, NY 10004
21257xxxx0 aam*****@b***********.com 5 1
Titan Consulting Group 1412 Broadway Ste 1509 New York, NY 10018
86658xxxx5 and***@t*****************.com 3.5 22 216496 192 238000