Premier Wealth Advisors, LLC

Premier Wealth Advisors, LLC (CRD# 120358) is a financial advisory firm headquartered in New York, NY. They manage $168,232,864 in 219 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $768,187
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.

CA, CT, NJ, NY

Financial Advisors at Premier Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Russell C. Bailyn
CRD#: 4783968
14 East 60th Street, Suite 402, New York, NY 10022
93
Wealthminder
score

Russell Bailyn (CRD# 4783968) is an Investment Advisor Representative working at Premier Wealth Advisors, LLC in New York, NY and has over 11 years of experience in the finance industry.

2
Kenneth W. Rickens
CRD#: 5837905
1266 East Main Street, 700r, Stamford, CT 06902
93
Wealthminder
score

Kenneth Rickens (CRD# 5837905) is an Investment Advisor Representative working at Premier Wealth Advisors, LLC in Stamford, CT and has over 6 years of experience in the finance industry.

3
John L. Diaz
CRD#: 1327431
14 East 60th Street, Suite 402, New York, NY 10022
86
Wealthminder
score

John Diaz (CRD# 1327431) is an Investment Advisor Representative working at Premier Wealth Advisors, LLC in New York, NY and has over 31 years of experience in the finance industry. John Diaz 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
Mark M. Martiak
CRD#: 4607789
14 East 60th Street, Suite 402, New York, NY 10022
83
Wealthminder
score

Mark Martiak (CRD# 4607789) is an Investment Advisor Representative working at Premier Wealth Advisors, LLC in New York, NY and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.