Falists

Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

Showing Wealth Management advisors in NY, STATEN ISLAND

7 advisers found

PUREVEST

Staten Island, NY

AUM

$51.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(347) 466-4400

WEALTHNEST CAPITAL INC.

Staten Island, NY

AUM

$34.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

929-699-8020

Full profileNo website

DURACAPITAL

Staten Island, NY

AUM

Wealth Mgmt

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

917-716-6818

Full profileNo website