Northeast Asset Management, Inc.

Northeast Asset Management, Inc. (CRD# 117567) is a financial advisory firm headquartered in Mitchell Field, NY. They manage $346,823,609 in 850 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    347
    MILLION
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $408,028
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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.

AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MO, NC, NE, NJ, NM, NY, OH, PA, PR, SC, TN, TX, VA, WV

Financial Advisors at Northeast Asset Management, Inc.
Showing 1 - 10 of 32 top financial advisors.
1
Mark S. Klebanoff
CRD#: 1680169
3272 Merrick Road, Wantagh, NY 11793
96
Wealthminder
score

Mark Klebanoff (CRD# 1680169) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Wantagh, NY and has over 30 years of experience in the finance industry. Mark Klebanoff 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
Simon E. Amich
CRD#: 2287616
600 Brickell Ave, Suite 1550, Miami, FL 33131
93
Wealthminder
score

Simon Amich (CRD# 2287616) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Miami, FL and has over 17 years of experience in the finance industry.

3
Cesar A. Arana
CRD#: 1854886
Omni Building, 333 Earle Ovington Boulevard, Suite 706, Mitchell Field, NY 11553
93
Wealthminder
score

Cesar Arana (CRD# 1854886) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Mitchell Field, NY and has over 12 years of experience in the finance industry.

4
Marcelo C. Barros Vazquez
CRD#: 2671911
Omni Building, 333 Earle Ovington Boulevard, Suite 706, Mitchell Field, NY 11553
93
Wealthminder
score

Marcelo Barros Vazquez (CRD# 2671911) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Mitchell Field, NY and has over 13 years of experience in the finance industry.

5
Paul E. Duffy
CRD#: 2227111
600 Brickell Ave, Suite 1550, Miami, FL 33131
93
Wealthminder
score

Paul Duffy (CRD# 2227111) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Miami, FL and has over 21 years of experience in the finance industry.

6
Matias M. Eickert
CRD#: 5046608
Omni Building, 333 Earle Ovington Boulevard, Suite 706, Mitchell Field, NY 11553
93
Wealthminder
score

Matias Eickert (CRD# 5046608) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Mitchell Field, NY and has over 10 years of experience in the finance industry.

7
Federica M. Fossati-Hughes
CRD#: 4848628
Omni Building, 333 Earle Ovington Boulevard, Suite 706, Mitchell Field, NY 11553
93
Wealthminder
score

Federica Fossati-Hughes (CRD# 4848628) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Mitchell Field, NY and has over 9 years of experience in the finance industry.

8
Felix R. Fuertes
CRD#: 3241041
600 Brickell Avenue, Suite 1550, Miami, FL 33131
93
Wealthminder
score

Felix Fuertes (CRD# 3241041) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Miami, FL and has over 18 years of experience in the finance industry.

9
Michael J. Gallagher
CRD#: 1249277
Omni Building, 333 Earle Ovington Boulevard, Suite 706, Mitchell Field, NY 11553
93
Wealthminder
score

Michael Gallagher (CRD# 1249277) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Mitchell Field, NY and has over 33 years of experience in the finance industry.

10
Juan Gonzalez
CRD#: 4013178
Omni Building, 333 Earle Ovington Boulevard, Suite 706, Mitchell Field, NY 11553
93
Wealthminder
score

Juan Gonzalez (CRD# 4013178) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Mitchell Field, NY and has over 9 years of experience in the finance industry.

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