MORGAN STANLEY
Purchase, NY
AUM
$1.96T
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13000 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +3 more
914-225-5510
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY, PURCHASE
7 advisers found
SEACREST WEALTH MANAGEMENT, LLC
Purchase, NY
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
914-502-1900
FORESIGHT GLOBAL INVESTORS, INC.
Purchase, NY
AUM
$955.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(914) 253-8809
ALPINE SAXON WOODS
Purchase, NY
AUM
$669.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
914-251-0880
ONE OAK CAPITAL MANAGEMENT, LLC
Purchase, NY
AUM
$418.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-205-5821
MAIN STREET FINANCIAL
Purchase, NY
AUM
$71.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
914-698-8303
GREENHAVEN ASSOCIATES INC
Purchase, NY
AUM
$11.66B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
914-253-9350
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