Astoria Portfolio Advisors LLC

Astoria Portfolio Advisors LLC (CRD# 288271) is a financial advisory firm headquartered in New York, NY. They manage $504,151,448 in 1,350 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
500 7th Avenue, 9th Floor, New York, NY 10018
https://www.instagram.com/astoriaadvisors/
By the Numbers
  • Total Assets Under Management
    504
    MILLION
  • Total Number of Accounts
    1,350
    ACCOUNTS
  • Average Account Value
    $373,446
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IL, MA, MD, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WA, WI

Financial Advisors at Astoria Portfolio Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Nicholas Cerbone, financial advisor New York NY
Nicholas J. Cerbone
CRD#: 7720933
500 7th Avenue, 9th Floor, New York, NY 10018

Nicholas Cerbone (CRD# 7720933) is an Investment Advisor Representative working at Astoria Portfolio Advisors LLC in New York, NY and has 1 year of experience in the finance industry.

2
David Clark, financial advisor Madison NJ
David N. Clark
CRD#: 2522650
Madison, NJ

David Clark (CRD# 2522650) is an Investment Advisor Representative working at Astoria Portfolio Advisors LLC in Madison, NJ and has over 29 years of experience in the finance industry.

3
John Davi, financial advisor New York NY
John N. Davi
CRD#: 3067693
500 7th Avenue, 9th Floor, New York, NY 10018

John Davi (CRD# 3067693) is an Investment Advisor Representative working at Astoria Portfolio Advisors LLC in New York, NY and has over 25 years of experience in the finance industry.

4
Gregory Sanderson, financial advisor New York NY
Gregory A. Sanderson
CRD#: 4752323
500 7th Avenue, 9th Floor, New York, NY 10018

Gregory Sanderson (CRD# 4752323) is an Investment Advisor Representative working at Astoria Portfolio Advisors LLC in New York, NY and has over 11 years of experience in the finance industry.

5
Michael Stulic, financial advisor New York NY
Michael E. Stulic
CRD#: 4293423
500 7th Avenue, 9th Floor, New York, NY 10018

Michael Stulic (CRD# 4293423) is an Investment Advisor Representative working at Astoria Portfolio Advisors LLC in New York, NY and has over 18 years of experience in the finance industry.

6
Frank Tedesco, financial advisor New York NY
Frank F. Tedesco
CRD#: 7137953
500 7th Avenue, 9th Floor, New York, NY 10018

Frank Tedesco (CRD# 7137953) is an Investment Advisor Representative working at Astoria Portfolio Advisors LLC in New York, NY and has 1 year 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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