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).
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Total Assets Under Management212MILLION
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Total Number of Accounts645ACCOUNTS
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Average Account Value$329,171
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, MA, NH, NJ, NY, TX
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.
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.
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.
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.
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.
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.