Laufer Wealth Management, LLC

Laufer Wealth Management, LLC (CRD# 173446) is a financial advisory firm headquartered in Babylon, NY. They manage $122,667,971 in 136 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
406 Deer Park Avenue, Babylon, NY 11702
https://www.lauferllp.com/wealth.php
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $901,970
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, MA, NH, NY

Financial Advisors at Laufer Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Romeo Bertolini, financial advisor Babylon NY
Romeo A. Bertolini
CRD#: 2650107
406 Deer Park Avenue, Babylon, NY 11702

Romeo Bertolini (CRD# 2650107) is an Investment Advisor Representative working at Laufer Wealth Management, LLC in Babylon, NY and has over 27 years of experience in the finance industry.

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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