Klingman And Associates, LLC
Klingman And Associates, LLC (CRD# 125618) is a financial advisory firm headquartered in New York, NY. They manage $3,120,211,209 in 2,343 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management3,120MILLION
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Total Number of Accounts2,343ACCOUNTS
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Average Account Value$1,331,716
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

AZ, CA, CO, CT, DC, FL, GA, LA, MA, MD, NE, NJ, NY, PA, TX, VA
Gerard Klingman (CRD# 1196667) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 38 years of experience in the finance industry. Gerard Klingman 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.
Craig Laub (CRD# 3212061) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 22 years of experience in the finance industry. Craig Laub 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.
Michelle McKinnon (CRD# 6113216) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 9 years of experience in the finance industry. Michelle McKinnon 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.
Sami Sharif (CRD# 5404529) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 9 years of experience in the finance industry.
Joshua Kaye (CRD# 7230792) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 2 years of experience in the finance industry.
Thomas Klingman (CRD# 5378593) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has over 11 years of experience in the finance industry.
Michael Paley (CRD# 6324110) is an Investment Advisor Representative working at Klingman And Associates, LLC in New York, NY and has 1 year of experience in the finance industry.