Ingalls & Snyder LLC

Ingalls & Snyder LLC (CRD# 2288) is a financial advisory firm headquartered in New York, NY. They manage $3,365,886,412 in 5,019 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,366
    MILLION
  • Total Number of Accounts
    5,019
    ACCOUNTS
  • Average Account Value
    $670,629
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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)
  • Educational seminars/workshops
  • Other
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.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WY

Financial Advisors at Ingalls & Snyder LLC
Showing 1 - 10 of 45 top financial advisors.
1
John H. Hughes
CRD#: 5224166
1325 Avenue Of The Americas, 18th Floor, New York, NY 10019

John Hughes (CRD# 5224166) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 14 years of experience in the finance industry.

2
Lisa R. James
CRD#: 1431340
255 Summit Avenue, San Rafael, CA 94901

Lisa James (CRD# 1431340) is an Investment Advisor Representative working at Ingalls & Snyder LLC in San Rafael, CA and has over 35 years of experience in the finance industry.

3
Marshall V. Kaplan
CRD#: 1417297
1325 Avenue Of The Americas, 18th Floor, New York, NY 10019

Marshall Kaplan (CRD# 1417297) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 35 years of experience in the finance industry.

4
Cintia A. Kempkes
CRD#: 5283613
1325 Avenue Of The Americas, 18th Floor, New York, NY 10019

Cintia Kempkes (CRD# 5283613) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 14 years of experience in the finance industry. Cintia Kempkes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Benjamin L. Lanier
CRD#: 6998258
1325 Avenue Of The Americas, 18th Floor, New York, NY 10019

Benjamin Lanier (CRD# 6998258) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 3 years of experience in the finance industry.

6
Jason S. Morad
CRD#: 4617643
1325 Avenue Of The Americas, New York, NY 10019

Jason Morad (CRD# 4617643) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 16 years of experience in the finance industry.

7
Christian C. Park
CRD#: 3106787
1325 Avenue Of The Americas, 18th Floor, New York, NY 10019

Christian Park (CRD# 3106787) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 23 years of experience in the finance industry.

8
Kimberly A. Quintero
CRD#: 5382186
1325 Avenue Of The Americas, New York, NY 10019

Kimberly Quintero (CRD# 5382186) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 11 years of experience in the finance industry.

9
H. D. Toner
CRD#: 4664073
1325 Avenue Of The Americas, New York, NY 10019

H. Toner (CRD# 4664073) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 15 years of experience in the finance industry.

10
Rochelle F. Wagenheim
CRD#: 4385880
1325 Avenue Of The Americas, 18th Floor, New York, NY 10019

Rochelle Wagenheim (CRD# 4385880) is an Investment Advisor Representative working at Ingalls & Snyder LLC in New York, NY and has over 20 years of experience in the finance industry.

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