Guggenheim Investment Advisors, LLC

Guggenheim Investment Advisors, LLC (CRD# 108263) is a financial advisory firm headquartered in New York, NY. They manage $876,486,420 in 57 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
330 Madison Avenue, 10th Floor, New York, NY 10017
http://www.guggenheimpartners.com
By the Numbers
  • Total Assets Under Management
    876
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $15,376,955
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, IL, NY

Financial Advisors at Guggenheim Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dina Dilorenzo, financial advisor New York NY
Dina M. Dilorenzo
CRD#: 2664787
330 Madison Avenue, New York, NY 10017

Dina Dilorenzo (CRD# 2664787) is an Investment Advisor Representative working at Guggenheim Investment Advisors, LLC in New York, NY and has over 28 years of experience in the finance industry.

2
Suzanne Stone, financial advisor New York NY
Suzanne Stone
CRD#: 5558728
330 Madison Avenue, 10th Floor, New York, NY 10017

Suzanne Stone (CRD# 5558728) is an Investment Advisor Representative working at Guggenheim Investment Advisors, LLC in New York, NY and has over 10 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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