Federmann Financial Advisors Inc.

Federmann Financial Advisors Inc. (CRD# 129975) is a financial advisory firm headquartered in Rocky Point, NY. They manage $78,488,472 in 152 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
745 Route 25a, Suite C, Rocky Point, NY 11778
http://www.fedadvisors.com
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $516,372
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Federmann Financial Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Lisa Kelly, financial advisor Rocky Point NY
Lisa A. Kelly
CRD#: 5110571
745 Route 25a, Suite C, Rocky Point, NY 11778

Lisa Kelly (CRD# 5110571) is an Investment Advisor Representative working at Federmann Financial Advisors Inc. in Rocky Point, NY and has over 18 years of experience in the finance industry.

2
Robert Kleinman, financial advisor Port Washington NY
Robert J. Kleinman
CRD#: 1687257
Port Washington, NY

Robert Kleinman (CRD# 1687257) is an Investment Advisor Representative working at Federmann Financial Advisors Inc. in Port Washington, NY and has 1 year of experience in the finance industry.

3
Anthony Visintin, financial advisor Rocky Point NY
Anthony A. Visintin
CRD#: 7393674
745 Route 25a, Suite C, Rocky Point, NY 11778

Anthony Visintin (CRD# 7393674) is an Investment Advisor Representative working at Federmann Financial Advisors Inc. in Rocky Point, NY and has over 2 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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