Pickwick Capital Advisors, LLC

Pickwick Capital Advisors, LLC (CRD# 139114) is a financial advisory firm headquartered in White Plains, NY. They manage $30,661,626 in 79 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $388,122
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

MI, NY, TX

Financial Advisors at Pickwick Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dorothy Langer
CRD#: 4986387
445 Hamilton Avenue, Suite 1102, White Plains, NY 10601
93
Wealthminder
score

Dorothy Langer (CRD# 4986387) is an Investment Advisor Representative working at Pickwick Capital Advisors, LLC in White Plains, NY and has over 11 years of experience in the finance industry.

2
Valeri V. Pavlov
CRD#: 3020678
445 Hamilton Avenue, Suite 1102, White Plains, NY 10601
93
Wealthminder
score

Valeri Pavlov (CRD# 3020678) is an Investment Advisor Representative working at Pickwick Capital Advisors, LLC in White Plains, NY and has over 16 years of experience in the finance industry.

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