Ladenburg Thalmann Asset Management Inc.

Ladenburg Thalmann Asset Management Inc. (CRD# 108604) is a financial advisory firm headquartered in New York, NY. They manage $2,003,515,973 in 8,475 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,004
    MILLION
  • Total Number of Accounts
    8,475
    ACCOUNTS
  • Average Account Value
    $236,403
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
  • Portfolio management for investment companies (as well as "business development companies")
  • 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)
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Ladenburg Thalmann Asset Management Inc.
Showing 1 - 10 of 34 top financial advisors.
1
Todd A. Schwartzman
CRD#: 1638044
58 South Service Road, Ste 160, Melville, NY 11747
96
Wealthminder
score

Todd Schwartzman (CRD# 1638044) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in Melville, NY and has over 23 years of experience in the finance industry.

2
Charles A. Aronica
CRD#: 5800966
570 Lexington Ave, 11th Floor, New York, NY 10022
93
Wealthminder
score

Charles Aronica (CRD# 5800966) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in New York, NY and has over 7 years of experience in the finance industry.

3
Shannon M. Beahan
CRD#: 5201080
520 Madison Avenue, 9th Floor, New York, NY 10022
93
Wealthminder
score

Shannon Beahan (CRD# 5201080) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in New York, NY and has over 8 years of experience in the finance industry.

4
Marc Bernstein
CRD#: 2590138
58 South Service Road, Suite 160, Melville, NY 11747
93
Wealthminder
score

Marc Bernstein (CRD# 2590138) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in Melville, NY and has over 22 years of experience in the finance industry.

5
Philip S. Blancato
CRD#: 2122221
520 Madison Avenue, 9th Floor, New York, NY 10022
93
Wealthminder
score

Philip Blancato (CRD# 2122221) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in New York, NY and has over 20 years of experience in the finance industry.

6
Alexander P. Breslin
CRD#: 2680480
58 South Service Road, Suite 160, Melville, NY 11747
93
Wealthminder
score

Alexander Breslin (CRD# 2680480) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in Melville, NY and has over 22 years of experience in the finance industry.

7
Jeffrey Caliva
CRD#: 5784089
520 Madison Avenue, New York, NY 10017
93
Wealthminder
score

Jeffrey Caliva (CRD# 5784089) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in New York, NY and has over 7 years of experience in the finance industry.

8
Jessica L. Delareza
CRD#: 3121137
4400 Biscayne Boulevard, Miami, FL 33137
93
Wealthminder
score

Jessica Delareza (CRD# 3121137) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in Miami, FL and has over 12 years of experience in the finance industry.

9
Jaime L. Desmond
CRD#: 3174096
520 Madison Avenue, 9th Floor, New York, NY 10022
93
Wealthminder
score

Jaime Desmond (CRD# 3174096) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in New York, NY and has over 16 years of experience in the finance industry.

10
Jeffrey S. Klinge
CRD#: 2742922
520 Madison Avenue, New York, NY 10022
93
Wealthminder
score

Jeffrey Klinge (CRD# 2742922) is an Investment Advisor Representative working at Ladenburg Thalmann Asset Management Inc. in New York, NY and has over 12 years of experience in the finance industry.

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