Kls Professional Advisors Group, LLC

Kls Professional Advisors Group, LLC (CRD# 133319) is a financial advisory firm headquartered in New York, NY. They manage $5,515,656,063 in 8,991 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,516
    MILLION
  • Total Number of Accounts
    8,991
    ACCOUNTS
  • Average Account Value
    $613,464
Compensation Options
  • 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)
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.

CA, CO, CT, DC, FL, GA, IL, MA, MD, NH, NJ, NM, NY, OR, PA, TX, VA

Financial Advisors at Kls Professional Advisors Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Georgia M. Pangle
CRD#: 6397631
1325 Avenue Of The Americas, 14th. Floor, New York, NY 10019
93
Wealthminder
score

Georgia Pangle (CRD# 6397631) is an Investment Advisor Representative working at Kls Professional Advisors Group, LLC in New York, NY and has over 5 years of experience in the finance industry.

2
Robert M. Schorr
CRD#: 1385082
1325 Avenue Of The Americas, 14th. Floor, New York, NY 10019
93
Wealthminder
score

Robert Schorr (CRD# 1385082) is an Investment Advisor Representative working at Kls Professional Advisors Group, LLC in New York, NY and has over 27 years of experience in the finance industry.

3
Gary P. Sica
CRD#: 6296159
1325 Avenue Of The Americas, 14th. Floor, New York, NY 10019
93
Wealthminder
score

Gary Sica (CRD# 6296159) is an Investment Advisor Representative working at Kls Professional Advisors Group, LLC in New York, NY and has over 10 years of experience in the finance industry.

4
Paul L. Oliva
CRD#: 6453551
1325 Avenue Of The Americas, 14th. Floor, New York, NY 10019
92
Wealthminder
score

Paul Oliva (CRD# 6453551) is an Investment Advisor Representative working at Kls Professional Advisors Group, LLC in New York, NY and has over 3 years of experience in the finance industry.

5
Richard G. Hansen
CRD#: 6121994
1325 Avenue Of The Americas, 14th. Floor, New York, NY 10019
90
Wealthminder
score

Richard Hansen (CRD# 6121994) is an Investment Advisor Representative working at Kls Professional Advisors Group, LLC in New York, NY and has 1 year of experience in the finance industry. Richard Hansen 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.

6
Shelly H. Braden
CRD#: 6397233
2049 Century Park E., Suite 3020, Los Angeles, CA 90067
89
Wealthminder
score

Shelly Braden (CRD# 6397233) is an Investment Advisor Representative working at Kls Professional Advisors Group, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.

7
Susannah Emami
CRD#: 6280302
2049 Century Park East, Suite 3020, Los Angeles, CA 90067
89
Wealthminder
score

Susannah Emami (CRD# 6280302) is an Investment Advisor Representative working at Kls Professional Advisors Group, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.

8
Jason R. Thompson
CRD#: 6531921
2049 Century Park East, Suite 3020, Los Angeles, CA 90067
87
Wealthminder
score

Jason Thompson (CRD# 6531921) is an Investment Advisor Representative working at Kls Professional Advisors Group, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

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