Atalanta Sosnoff Management, LLC

Atalanta Sosnoff Management, LLC (CRD# 11085) is a financial advisory firm headquartered in New York, NY. They manage $3,102,708,075 in 676 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,103
    MILLION
  • Total Number of Accounts
    676
    ACCOUNTS
  • Average Account Value
    $4,589,805
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Atalanta Sosnoff Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Morton A. Millhauser
CRD#: 729501
101 Park Avenue, New York, NY 10178
96
Wealthminder
score

Morton Millhauser (CRD# 729501) is an Investment Advisor Representative working at Atalanta Sosnoff Management, LLC in New York, NY and has over 25 years of experience in the finance industry. Morton Millhauser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tedric L. Bellis
CRD#: 2680673
101 Park Avenue, New York, NY 10178
93
Wealthminder
score

Tedric Bellis (CRD# 2680673) is an Investment Advisor Representative working at Atalanta Sosnoff Management, LLC in New York, NY and has over 20 years of experience in the finance industry.

3
Steven N. Gesing
CRD#: 717511
Andover, MA
93
Wealthminder
score

Steven Gesing (CRD# 717511) is an Investment Advisor Representative working at Atalanta Sosnoff Management, LLC in Andover, MA and has over 16 years of experience in the finance industry.

4
Donn M. Goodman
CRD#: 1579411
101 Park Avenue, New York, NY 10178
93
Wealthminder
score

Donn Goodman (CRD# 1579411) is an Investment Advisor Representative working at Atalanta Sosnoff Management, LLC in New York, NY and has over 22 years of experience in the finance industry.

5
Kamani B. Kualaau
CRD#: 4507526
101 Park Avenue, New York, NY 10178
93
Wealthminder
score

Kamani Kualaau (CRD# 4507526) is an Investment Advisor Representative working at Atalanta Sosnoff Management, LLC in New York, NY and has over 14 years of experience in the finance industry.

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