Joel Isaacson & Company, LLC

Joel Isaacson & Company, LLC (CRD# 152450) is a financial advisory firm headquartered in New York, NY. They manage $6,894,330,282 in 5,103 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
546 Fifth Avenue, New York, NY 10036
https://twitter.com/focusfinancial
By the Numbers
  • Total Assets Under Management
    6,894
    MILLION
  • Total Number of Accounts
    5,103
    ACCOUNTS
  • Average Account Value
    $1,351,035
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Joel Isaacson & Company, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Stanley Altmark, financial advisor New York NY
Stanley L. Altmark
CRD#: 2661059
546 Fifth Avenue, New York, NY 10036

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.

2
Brian Cummins, financial advisor New York NY
Brian Cummins
CRD#: 7395622
546 Fifth Avenue, New York, NY 10036

Brian Cummins (CRD# 7395622) 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.

3
Ilan Folman-Cohen, financial advisor New York NY
Ilan A. Folman-Cohen
CRD#: 7419581
546 Fifth Avenue, New York, NY 10036

Ilan Folman-Cohen (CRD# 7419581) 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.

4
Stephanie Hensen, financial advisor New York NY
Stephanie Hensen
CRD#: 7419700
546 Fifth Avenue, New York, NY 10036

Stephanie Hensen (CRD# 7419700) 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.

5
Joel Isaacson, financial advisor New York NY
Joel S. Isaacson
CRD#: 1277520
546 Fifth Avenue, New York, NY 10036

Joel Isaacson (CRD# 1277520) 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.

6
Zachary McGill, financial advisor New York NY
Zachary C. McGill
CRD#: 7419709
546 Fifth Avenue, New York, NY 10036

Zachary McGill (CRD# 7419709) 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.

7
Mounia Mokdad, financial advisor Wesley Chapel FL
Mounia Mokdad
CRD#: 7810531
Wesley Chapel, FL

Mounia Mokdad (CRD# 7810531) is an Investment Advisor Representative working at Joel Isaacson & Company, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry.

8
Ross Natoli, financial advisor New York NY
Ross J. Natoli
CRD#: 7419645
546 Fifth Avenue, New York, NY 10036

Ross Natoli (CRD# 7419645) is an Investment Advisor Representative working at Joel Isaacson & Company, LLC in New York, NY and has over 5 years of experience in the finance industry.

9
Robert Paul, financial advisor New York NY
Robert E. Paul
CRD#: 3044064
546 Fifth Avenue, New York, NY 10036

Robert Paul (CRD# 3044064) is an Investment Advisor Representative working at Joel Isaacson & Company, LLC in New York, NY and has over 25 years of experience in the finance industry.

10
Gustavo Peguero, financial advisor New York NY
Gustavo A. Peguero
CRD#: 6936810
546 Fifth Avenue, New York, NY 10036

Gustavo Peguero (CRD# 6936810) 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.

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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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