Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
I am an Investment Advisor working at Altium Wealth Management LLC in Purchase, NY and have over 40 years of experience in the investment business.
Assisted by members of the Altium team, I help my clients get "clear and confident" about their financial future by advising them on investment strategies and philanthropic planning ideas that let them connect with their passions.
Having been in the business over many cycles, I am looking to educate my clients on what I've learned so that they don't have to make the same mistakes I did.
John works as a financial advisor in UBS' Flagship office in New York City.
He has a specialty in Equity Compensation. In fact, he is one of a select few advisors nationwide that the firm designates as a Corporate Stock Benefit Consultant.
He travels extensively across the country as a member of UBS' Equity Plan Advisory Network in helping to educate and create financial plans for Senior and Mid level executives of Fortune 500 companies.
Prior to joining UBS in 2008, John served as an Associate at Lehman Brothers and Associate Group Director at Signature Securities, the investment management...
Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving since our firms beginning.
Lawrence Wagner (CRD# 2751407) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Hicksville, NY and has over 20 years of experience in the finance industry.
Tarleton Smith (CRD# 2941880) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hicksville, NY and has over 18 years of experience in the finance industry. Tarleton Smith 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.