Pivotalpath (americas) LLC

Pivotalpath (americas) LLC (CRD# 169429) is a financial advisory firm headquartered in New York, NY. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

CT, NY

Financial Advisors at Pivotalpath (americas) LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joel Katzman
CRD#: 2062817
Merrick, NY
93
Wealthminder
score

Joel Katzman (CRD# 2062817) is an Investment Advisor Representative working at Pivotalpath (americas) LLC in Merrick, NY and has over 26 years of experience in the finance industry.

2
Viktor Ula
CRD#: 5893515
444 Madison Avenue, 29th Floor, New York, NY 10022
93
Wealthminder
score

Viktor Ula (CRD# 5893515) is an Investment Advisor Representative working at Pivotalpath (americas) LLC in New York, NY and has over 5 years of experience in the finance industry.

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