American Financial & Tax Strategies, Inc.

American Financial & Tax Strategies, Inc. (CRD# 115559) is a financial advisory firm headquartered in New York, NY. They manage $243,054,909 in 605 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1650 Broadway, Suite 1405, New York, NY 10019
http://www.theintelligentdecision.com
By the Numbers
  • Total Assets Under Management
    243
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $401,744
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at American Financial & Tax Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert Braglia, financial advisor New York NY
Robert J. Braglia
CRD#: 860232
1650 Broadway, Suite 1405, New York, NY 10019

Robert Braglia (CRD# 860232) is an Investment Advisor Representative working at American Financial & Tax Strategies, Inc. in New York, NY and has over 35 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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