Signalert Asset Management LLC

Signalert Asset Management LLC (CRD# 159065) is a financial advisory firm headquartered in Great Neck, NY. They manage $283,424,335 in 479 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    479
    ACCOUNTS
  • Average Account Value
    $591,700
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, FL, GA, IL, IN, LA, MA, MD, NJ, NV, NY, PA, TX, UT, VA

Financial Advisors at Signalert Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Roni G. Nelson
CRD#: 2717025
525 Northern Boulevard, Suite 210, Great Neck, NY 11021

Roni Nelson (CRD# 2717025) is an Investment Advisor Representative working at Signalert Asset Management LLC in Great Neck, NY and has over 24 years of experience in the finance industry.

2
Marvin L. Appel
CRD#: 2843344
525 Northern Boulevard, Suite 210, Great Neck, NY 11021

Marvin Appel (CRD# 2843344) is an Investment Advisor Representative working at Signalert Asset Management LLC in Great Neck, NY and has over 23 years of experience in the finance industry.

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