Stanley Altmark (CRD# 2661059) is an Investment Advisor Representative working at Joel Isaacson & Company, LLC in New York, NY and has 1 year of experience in the finance industry. Stanley Altmark 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.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Joel Isaacson & Company, LLC | New York, NY | Dec 2009 - Current | 14 |
- NY
- TX
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Total Assets Under Management6,894MILLIONS
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Total Number of Accounts5,103ACCOUNTS
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Average Account Value$1,351,035
- 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)
- Other
AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA
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