Piermont Wealth Management Inc.

Piermont Wealth Management Inc. (CRD# 119376) is a financial advisory firm headquartered in Woodbury, NY. They manage $170,784,884 in 497 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $343,632
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
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.

FL, LA, NJ, NY

Financial Advisors at Piermont Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Philip J. Capell
CRD#: 4544394
135 Crossways Park Drive, Suite 102, Woodbury, NY 11797
90
Wealthminder
score

Philip Capell (CRD# 4544394) is an Investment Advisor Representative working at Piermont Wealth Management Inc. in Woodbury, NY and has 1 year of experience in the finance industry. Philip Capell 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.

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