Joel Isaacson & Company, LLC
Joel Isaacson & Company, LLC (CRD# 152450) is a financial advisory firm headquartered in New York, NY. They manage $2,918,237,295 in 3,484 accounts and serve the financial needs of clients across 13 states (or territories).
Total Assets Under Management2,918MILLION
Total Number of Accounts3,484ACCOUNTS
Average Account Value$837,611
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, MA, MD, NJ, NY, PA, TX
Stanley Altmark (CRD# 2661059) is an Investment Advisor Representative working at Joel Isaacson & Company, LLC in New York, NY and has 1 year of experience in the finance industry. Stanley Altmark 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.