Completeadvisors

Completeadvisors (CRD# 152419) is a financial advisory firm headquartered in Valley Stream, NY. They manage $65,925,000 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $1,198,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

NY

Financial Advisors at Completeadvisors
No Advisor Found.
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