Fiera Capital Inc.

Fiera Capital Inc. (CRD# 113638) is a financial advisory firm headquartered in New York, NY. They manage $21,649,095,344 in 5,073 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
375 Park Avenue, 8th Floor, New York, NY 10152
https://www.linkedin.com/company/fiera-capital/
By the Numbers
  • Total Assets Under Management
    21,649
    MILLION
  • Total Number of Accounts
    5,073
    ACCOUNTS
  • Average Account Value
    $4,267,513
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Fiera Capital Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Carolyn Dolan, financial advisor New York NY
Carolyn N. Dolan
CRD#: 4365505
375 Park Avenue, 8th Floor, New York, NY 10152

Carolyn Dolan (CRD# 4365505) is an Investment Advisor Representative working at Fiera Capital Inc. in New York, NY and has 1 year of experience in the finance industry.

2
Joseph Abraham, financial advisor New York NY
Joseph A. Abraham
CRD#: 4828520
375 Park Avenue, 8th Floor, New York, NY 10152

Joseph Abraham (CRD# 4828520) is an Investment Advisor Representative working at Fiera Capital Inc. in New York, NY and has 1 year of experience in the finance industry.

3
Philip Bickel, financial advisor New York NY
Philip G. Bickel
CRD#: 7426756
375 Park Avenue, 8th Floor, New York, NY 10152

Philip Bickel (CRD# 7426756) is an Investment Advisor Representative working at Fiera Capital Inc. in New York, NY and has 1 year of experience in the finance industry.

4
Monte Dop, financial advisor New York NY
Monte T. Dop
CRD#: 4741113
375 Park Avenue, 8th Floor, New York, NY 10152

Monte Dop (CRD# 4741113) is an Investment Advisor Representative working at Fiera Capital Inc. in New York, NY and has over 19 years of experience in the finance industry.

5
Scott Einhorn, financial advisor New York NY
Scott D. Einhorn
CRD#: 1216997
375 Park Avenue, 8th Floor, New York, NY 10152

Scott Einhorn (CRD# 1216997) is an Investment Advisor Representative working at Fiera Capital Inc. in New York, NY and has over 3 years of experience in the finance industry.

6
Karen Fernandes, financial advisor Boston MA
Karen B. Fernandes
CRD#: 5654741
One Lewis Wharf 3rd Floor, Boston, MA 02110

Karen Fernandes (CRD# 5654741) is an Investment Advisor Representative working at Fiera Capital Inc. in Boston, MA and has over 12 years of experience in the finance industry.

7
Josefa Palma, financial advisor New York NY
Josefa A. Palma
CRD#: 5816379
375 Park Avenue, 8th Floor, New York, NY 10152

Josefa Palma (CRD# 5816379) is an Investment Advisor Representative working at Fiera Capital Inc. in New York, NY and has over 5 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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