First American Asset Advisory, LLC

First American Asset Advisory, LLC (CRD# 282254) is a financial advisory firm headquartered in Garden City, NY. They manage $99,732,399 in 172 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $579,840
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 businesses (other than small businesses) or institutional clients
  • 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.

CA, NJ, NY

Financial Advisors at First American Asset Advisory, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael J. Finnan
CRD#: 2311960
59 Hilton Avenue, Suite 101, Garden City, NY 11530

Michael Finnan (CRD# 2311960) is an Investment Advisor Representative working at First American Asset Advisory, LLC in Garden City, NY and has over 31 years of experience in the finance industry.

2
Paul J. Metz
CRD#: 2443570
59 Hilton Avenue, Suite 101, Garden City, NY 11530

Paul Metz (CRD# 2443570) is an Investment Advisor Representative working at First American Asset Advisory, LLC in Garden City, NY and has over 30 years of experience in the finance industry.

3
Alfred R. Diloreto
CRD#: 6925922
59 Hilton Avenue, Suite 101, Garden City, NY 11530

Alfred Diloreto (CRD# 6925922) is an Investment Advisor Representative working at First American Asset Advisory, LLC in Garden City, NY and has over 5 years of experience in the finance industry.

4
Jeffrey Lew
CRD#: 2246086
59 Hilton Avenue, Suite 101, Garden City, NY 11530

Jeffrey Lew (CRD# 2246086) is an Investment Advisor Representative working at First American Asset Advisory, LLC in Garden City, NY and has over 5 years of experience in the finance industry.

5
Aalon Rose
CRD#: 4785931
59 Hilton Avenue, Suite 101, Garden City, NY 11530

Aalon Rose (CRD# 4785931) is an Investment Advisor Representative working at First American Asset Advisory, LLC in Garden City, NY and has over 19 years of experience in the finance industry.

6
Raymond A. Schwabe
CRD#: 2812702
59 Hilton Avenue, Suite 101, Garden City, NY 11530

Raymond Schwabe (CRD# 2812702) is an Investment Advisor Representative working at First American Asset Advisory, LLC in Garden City, NY and has over 27 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.