Payne Capital Management, LLC

Payne Capital Management, LLC (CRD# 147119) is a financial advisory firm headquartered in New York, NY. They manage $1,062,479,416 in 3,989 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
231 West 29th Street, Suite 1002, New York, NY 10001
https://www.linkedin.com/in/bob-payne-23617a133/
By the Numbers
  • Total Assets Under Management
    1,062
    MILLION
  • Total Number of Accounts
    3,989
    ACCOUNTS
  • Average Account Value
    $266,352
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
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Payne Capital Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Gaurav Adhikari, financial advisor New York NY
Gaurav K. Adhikari
CRD#: 6860992
231 West 29th Street, Suite 1002, New York, NY 10001

Gaurav Adhikari (CRD# 6860992) 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.

2
Jennifer Angell, financial advisor New York NY
Jennifer Angell
CRD#: 6685923
231 W. 29th Street, Suite 1002, New York, NY 10001

Jennifer Angell (CRD# 6685923) is an Investment Advisor Representative working at Payne Capital Management, LLC in New York, NY and has over 8 years of experience in the finance industry.

3
Aaron Dessen, financial advisor Blue Bell PA
Aaron Dessen
CRD#: 6909889
564 Skippack Pike, Suite 300, Blue Bell, PA 19422

Aaron Dessen (CRD# 6909889) 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.

4
Courtney Garcia, financial advisor New York NY
Courtney L. Garcia
CRD#: 6685706
231 W 29th Street, Suite 1002, New York, NY 10001

Courtney Garcia (CRD# 6685706) is an Investment Advisor Representative working at Payne Capital Management, LLC in New York, NY and has over 9 years of experience in the finance industry.

5
Francesca Lagrotteria, financial advisor New York NY
Francesca Lagrotteria
CRD#: 6861168
231 West 29th Street, Suite 1002, New York, NY 10001

Francesca Lagrotteria (CRD# 6861168) is an Investment Advisor Representative working at Payne Capital Management, LLC in New York, NY and has over 6 years of experience in the finance industry.

6
Christopher Payne, financial advisor Blue Bell PA
Christopher R. Payne
CRD#: 5880460
564 Skippack Pike, Blue Bell, PA 19422

Christopher Payne (CRD# 5880460) is an Investment Advisor Representative working at Payne Capital Management, LLC in Blue Bell, PA and has over 12 years of experience in the finance industry.

7
Robert Payne, financial advisor Blue Bell PA
Robert J. Payne
CRD#: 809454
564 Skippack Pike, Blue Bell, PA 19422

Robert Payne (CRD# 809454) is an Investment Advisor Representative working at Payne Capital Management, LLC in Blue Bell, PA and has over 40 years of experience in the finance industry.

8
Ryan Payne, financial advisor New York NY
Ryan M. Payne
CRD#: 4357027
231 West 29th Street, Suite 1002, New York, NY 10001

Ryan Payne (CRD# 4357027) is an Investment Advisor Representative working at Payne Capital Management, LLC in New York, NY and has over 22 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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