Greentree Financial Advisors, Inc.

Greentree Financial Advisors, Inc. (CRD# 127088) is a financial advisory firm headquartered in Coram, NY. They manage $4,000,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Greentree Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
Nicholas D. Curzio
CRD#: 2821212
1268 Smithtown Avenue, Bohemia, NY 11716

Nicholas Curzio (CRD# 2821212) is an Investment Advisor Representative working at Greentree Financial Advisors, Inc. in Bohemia, NY and has over 15 years of experience in the finance industry.

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