Constellation Wealth Advisors
Constellation Wealth Advisors (CRD# 147253) is a financial advisory firm headquartered in Cincinnati, OH. They manage $3,900,159,084 in 2,231 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management3,900MILLION
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Total Number of Accounts2,231ACCOUNTS
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Average Account Value$1,748,166
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, GA, IL, IN, KY, LA, MA, NC, OH, PA, SC, TN, TX
Jacob Geglein (CRD# 5494455) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 13 years of experience in the finance industry.
James Hayes (CRD# 5631594) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 15 years of experience in the finance industry.
Patrick Lafley (CRD# 5529414) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 13 years of experience in the finance industry.
Adam Morton (CRD# 6355680) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.
Nicholas Reilly (CRD# 5082712) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 17 years of experience in the finance industry.
Cheryl Rose (CRD# 2215094) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 28 years of experience in the finance industry.
Emily Rose (CRD# 6435633) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.
Donna Sterwerf (CRD# 4028787) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 21 years of experience in the finance industry.
Kevin Thomas (CRD# 6764399) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.
Terrence Veith (CRD# 4756283) is an Investment Advisor Representative working at Constellation Wealth Advisors in Cincinnati, OH and has over 20 years of experience in the finance industry.