Complete Advisors

Complete Advisors (CRD# 307127) is a financial advisory firm headquartered in Valley Stream, NY. They manage $75,481,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
181 S. Franklin Ave., Suite 303, Valley Stream, NY 11581
http://www.completeadvisors.com
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $2,903,115
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Complete Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Evan Levine, financial advisor Valley Stream NY
Evan M. Levine
CRD#: 2089985
181 S. Franklin Ave., Suite 303, Valley Stream, NY 11581

Evan Levine (CRD# 2089985) is an Investment Advisor Representative working at Complete Advisors in Valley Stream, NY and has over 32 years of experience in the finance industry.

2
Nainesh Shah, financial advisor Valley Stream NY
Nainesh A. Shah
CRD#: 6770965
181 S. Franklin Ave., Suite 303, Valley Stream, NY 11581

Nainesh Shah (CRD# 6770965) is an Investment Advisor Representative working at Complete Advisors in Valley Stream, NY and has over 6 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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