Apexium Financial LP

Apexium Financial LP (CRD# 283726) is a financial advisory firm headquartered in Rye, NY. They manage $2,457,249,414 in 2,505 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,457
    MILLION
  • Total Number of Accounts
    2,505
    ACCOUNTS
  • Average Account Value
    $980,938
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • 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.

CA, CT, DC, FL, LA, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA

Financial Advisors at Apexium Financial LP
Showing 1 - 5 of 5 top financial advisors.
1
Alan H. Mandeloff
CRD#: 4578901
1800 Jfk Blvd, Philadelphia, PA 19103

Alan Mandeloff (CRD# 4578901) is an Investment Advisor Representative working at Apexium Financial LP in Philadelphia, PA and has 1 year of experience in the finance industry.

2
David J. Pilaitis
CRD#: 2829596
411 Theodore Fremd Avenue, Suite 206s, Rye, NY 10280

David Pilaitis (CRD# 2829596) is an Investment Advisor Representative working at Apexium Financial LP in Rye, NY and has over 26 years of experience in the finance industry.

3
Arnold J. Civins
CRD#: 7818219
Scotch Plains, NJ

Arnold Civins (CRD# 7818219) is an Investment Advisor Representative working at Apexium Financial LP in Scotch Plains, NJ and has 1 year of experience in the finance industry.

4
Sean D. Fellin
CRD#: 5414467
411 Theodore Fremd Avenue, Suite 206s, Rye, NY 10280

Sean Fellin (CRD# 5414467) is an Investment Advisor Representative working at Apexium Financial LP in Rye, NY and has over 2 years of experience in the finance industry.

5
Matthew A. Marcello
CRD#: 4418159
New York, NY

Matthew Marcello (CRD# 4418159) is an Investment Advisor Representative working at Apexium Financial LP in New York, NY and has over 22 years of experience in the finance industry.

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