Momentum Advisors

Momentum Advisors (CRD# 159574) is a financial advisory firm headquartered in New York, NY. They manage $55,870,000 in 110 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $507,909
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

DC, MD, NC, NJ, NY, TX

Financial Advisors at Momentum Advisors
Showing 1 - 5 of 5 top financial advisors.
1
William H. Platt
CRD#: 4558339
1120 Avenue Of The Americas, 4th Floor, New York, NY 10036
96
Wealthminder
score

William Platt (CRD# 4558339) is an Investment Advisor Representative working at Momentum Advisors in New York, NY and has over 14 years of experience in the finance industry. William Platt 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.

2
Allan J. Boomer
CRD#: 4182424
1120 Avenue Of The Americas, 4th Floor, New York, NY 10036
93
Wealthminder
score

Allan Boomer (CRD# 4182424) is an Investment Advisor Representative working at Momentum Advisors in New York, NY and has over 12 years of experience in the finance industry.

3
Tiffany C. McGhee
CRD#: 4471544
1120 Avenue Of The Americas, 4th Floor, New York, NY 10036
93
Wealthminder
score

Tiffany McGhee (CRD# 4471544) is an Investment Advisor Representative working at Momentum Advisors in New York, NY and has over 12 years of experience in the finance industry.

4
Kyle J. Pitts
CRD#: 5191621
1120 Avenue Of The Americas, 4th Floor, New York, NY 10036
89
Wealthminder
score

Kyle Pitts (CRD# 5191621) is an Investment Advisor Representative working at Momentum Advisors in New York, NY and has over 3 years of experience in the finance industry.

5
Keith L. Beverly
CRD#: 4226406
1120 Avenue Of The Americas, 4th Floor, New York, NY 10036
84
Wealthminder
score

Keith Beverly (CRD# 4226406) is an Investment Advisor Representative working at Momentum Advisors in New York, NY and has over 12 years of experience in the finance industry.

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