Howard Sontag, financial advisor New York NY
93 score

Howard Sontag

CRD Number: 1142659
Current Firm: Sontag Advisory LLC

Howard Sontag (CRD# 1142659) is an Investment Advisor Representative working at Sontag Advisory LLC in New York, NY and has over 24 years of experience in the finance industry.

Similar Advisors
John Bartlett, financial advisor New York NY
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
Similar Advisors
Danna Jacobs, financial advisor New York NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
Similar Advisors
Gary Matthews, financial advisor New York NY
Gary R. Matthews
CRD# 4276969
SRI Investing
Score
107
Company Name Location Dates Years
Sontag Management LLC New York, NY Aug 2005 - Current 11
Nfp Securities Inc. New York, NY Nov 2006 - Dec 2010 4
Radiant Securities LLC New York, NY Feb 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Howard V. Sontag
Phone Number: (212) 973-1200
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,119
    MILLIONS
  • Total Number of Accounts
    5,037
    ACCOUNTS
  • Average Account Value
    $817,783
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OK, PA, RI, TX, UT, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from Howard Sontag and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.