Albanyadvisor Group LLC

Albanyadvisor Group LLC (CRD# 316226) is a financial advisory firm headquartered in Albany, NY. They manage $212,315,423 in 645 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
20 Corporate Woods Blvd.., Suite 400, Albany, NY 12211
https://albanyadvisor.com
By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $329,171
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, NJ, NY, TX

Financial Advisors at Albanyadvisor Group LLC
Showing 1 - 6 of 6 top financial advisors.
1
Marc Agel, financial advisor Albany NY
Marc A. Agel
CRD#: 2853423
20 Corporate Woods Blvd.., Suite 400, Albany, NY 12211

Marc Agel (CRD# 2853423) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 25 years of experience in the finance industry.

2
Susan Hart, financial advisor Albany NY
Susan B. Hart
CRD#: 4210326
20 Corporate Woods Blvd.., Suite 400, Albany, NY 12211

Susan Hart (CRD# 4210326) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 23 years of experience in the finance industry.

3
Lori Murphy, financial advisor Albany NY
Lori G. Murphy
CRD#: 5240690
20 Corporate Woods Blvd.., Suite 400, Albany, NY 12211

Lori Murphy (CRD# 5240690) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 17 years of experience in the finance industry.

4
Michael Carrillo, financial advisor Albany NY
Michael J. Carrillo
CRD#: 5418354
20 Corporate Woods Blvd.., Suite 400, Albany, NY 12211

Michael Carrillo (CRD# 5418354) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 15 years of experience in the finance industry.

5
Michael Lurie, financial advisor Albany NY
Michael S. Lurie
CRD#: 4210566
292 Washington Avenue Extension, Suite 101, Albany, NY 12203

Michael Lurie (CRD# 4210566) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 23 years of experience in the finance industry.

6
Ian Mann, financial advisor Albany NY
Ian R. Mann
CRD#: 5854562
20 Corporate Woods Blvd.., Suite 400, Albany, NY 12211

Ian Mann (CRD# 5854562) is an Investment Advisor Representative working at Albanyadvisor Group LLC in Albany, NY and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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