Counsel Fiduciary, LLC

Counsel Fiduciary, LLC (CRD# 139948) is a financial advisory firm headquartered in New York, NY. They manage $109,450,966 in 267 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1345 6th Ave, 2nd Floor, New York, NY 10105
http://www.counselfiduciary.com
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $409,929
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH, NY, PA

Financial Advisors at Counsel Fiduciary, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Leith Harmon, financial advisor Brooklyn NY
Leith S. Harmon
CRD#: 4021187
Brooklyn, NY

Leith Harmon (CRD# 4021187) is an Investment Advisor Representative working at Counsel Fiduciary, LLC in Brooklyn, NY and has over 24 years of experience in the finance industry.

2
Susan Middleton, financial advisor Titusville PA
Susan G. Middleton
CRD#: 5127714
Titusville, PA

Susan Middleton (CRD# 5127714) is an Investment Advisor Representative working at Counsel Fiduciary, LLC in Titusville, PA and has over 18 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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