This page presents selected public source fields. It does not verify services, credentials, availability, or suitability.
Imported public directory record
Source values are preserved from the active original directory import. Registration and filing fields below remain distinct from editorial verification. Check the original regulator record before relying on any information.
Filed advisory-firm offices
- New York, New York (NY)
Office geography is based on public advisory-firm records.
Services and client types
Filed categories are reported at the firm level and do not establish financial-advisor expertise or a recommendation.
Reported registration facts
- SEC · ID 155480 · Approved · As of August 3, 2026
Registration is not an endorsement. Advisory-firm and financial-advisor registrations are separate source records.
Explore this advisor’s directory connections
Geographic links follow filed advisory-firm offices, not an asserted personal branch. Filed-service links are not verified specialty recommendations.
- Advisory firms in New York
- Filed firm offices in New York, NY
- Explore firms reporting Corporations or other businesses
- Explore firms reporting Insurance companies
- Explore firms reporting Other investment advisers
- Explore firms reporting Pooled investment vehicles (other than ICs)
- Explore firms reporting Other: VALUATION SERVICES
- Explore firms reporting Portfolio management for businesses or institutional clients (other than 3 and 4)
- Explore firms reporting Portfolio management for pooled investment vehicles (other than investment companies)