Payne Capital Management, LLC

Payne Capital Management, LLC (CRD# 147119) is a financial advisory firm headquartered in New York, NY. They manage $578,446,894 in 3,039 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    578
    MILLION
  • Total Number of Accounts
    3,039
    ACCOUNTS
  • Average Account Value
    $190,341
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 businesses (other than small businesses) or institutional clients
  • 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.

AL, CA, CT, FL, GA, KS, LA, MA, MD, NC, NH, NJ, NY, OH, PA, TX

Financial Advisors at Payne Capital Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Michelle L. McKinnon
CRD#: 6113216
231 W. 29th Street, Suite 1002, New York, NY 10001
96
Wealthminder
score

Michelle McKinnon (CRD# 6113216) is an Investment Advisor Representative working at Payne Capital Management, LLC in New York, NY and has over 5 years of experience in the finance industry. Michelle McKinnon 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
Scott W. Cowan
CRD#: 5852359
564 Skippack Pike, Suite 300, Blue Bell, PA 19422
93
Wealthminder
score

Scott Cowan (CRD# 5852359) is an Investment Advisor Representative working at Payne Capital Management, LLC in Blue Bell, PA and has over 7 years of experience in the finance industry.

3
Courtney L. Dominguez
CRD#: 6685706
231 West 29th Street, Suite 1002, New York, NY 10001
93
Wealthminder
score

Courtney Dominguez (CRD# 6685706) is an Investment Advisor Representative working at Payne Capital Management, LLC in New York, NY and has over 3 years of experience in the finance industry. Courtney Dominguez 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.

4
Dan M. Morris
CRD#: 5875998
2810 East Cervantes Street, Pensacola, FL 32535
93
Wealthminder
score

Dan Morris (CRD# 5875998) is an Investment Advisor Representative working at Payne Capital Management, LLC in Pensacola, FL and has over 6 years of experience in the finance industry.

5
Christopher R. Payne
CRD#: 5880460
564 Skippack Pike, Blue Bell, PA 19422
93
Wealthminder
score

Christopher Payne (CRD# 5880460) is an Investment Advisor Representative working at Payne Capital Management, LLC in Blue Bell, PA and has over 6 years of experience in the finance industry.

6
Robert J. Payne
CRD#: 809454
Naples, FL
93
Wealthminder
score

Robert Payne (CRD# 809454) is an Investment Advisor Representative working at Payne Capital Management, LLC in Naples, FL and has over 34 years of experience in the finance industry.

7
Ryan M. Payne
CRD#: 4357027
231 West 29th Street, Suite 1002, New York, NY 10001
93
Wealthminder
score

Ryan Payne (CRD# 4357027) is an Investment Advisor Representative working at Payne Capital Management, LLC in New York, NY and has over 17 years of experience in the finance industry.

8
Jennifer Angell
CRD#: 6685923
231 W. 29th Street, Suite 1002, New York, NY 10001
89
Wealthminder
score

Jennifer Angell (CRD# 6685923) is an Investment Advisor Representative working at Payne Capital Management, LLC in New York, NY and has over 2 years of experience in the finance industry.

9
Aaron Dessen
CRD#: 6909889
564 Skippack Pike, Suite 300, Blue Bell, PA 19422
87
Wealthminder
score

Aaron Dessen (CRD# 6909889) is an Investment Advisor Representative working at Payne Capital Management, LLC in Blue Bell, PA and has 1 year of experience in the finance industry.

10
Francesca Lagrotteria
CRD#: 6861168
231 West 29th Street, Suite 1002, New York, NY 10001
87
Wealthminder
score

Francesca Lagrotteria (CRD# 6861168) is an Investment Advisor Representative working at Payne Capital Management, LLC in New York, NY and has 1 year of experience in the finance industry.

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