Thomas BirrittellaCRD Number: 5059184
Current Firm: Hillcrest Wealth Advisors - Ny, LLC
Thomas Birrittella (CRD# 5059184) is an Investment Advisor Representative working at Hillcrest Wealth Advisors - Ny, LLC in Hazlet, NJ and has 1 year of experience in the finance industry. Thomas Birrittella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Life Focus, LLC
Hightower Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Hillcrest Wealth Advisors - Ny, LLC||Hazlet, NJ||Jan 2017 - Current||4|
|Eisneramper Wealth Advisors LLC||New York, NY||Apr 2011 - Dec 2016||5|
Total Assets Under Management299MILLIONS
Total Number of Accounts230ACCOUNTS
Average Account Value$1,300,620
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, DE, FL, NJ, NY, PA
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