Sontag Advisory LLC

Sontag Advisory LLC (CRD# 106181) is a financial advisory firm headquartered in New York, NY. They manage $4,119,174,446 in 5,037 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,119
    MILLION
  • Total Number of Accounts
    5,037
    ACCOUNTS
  • Average Account Value
    $817,783
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OK, PA, RI, TX, UT, VA, VT, WA

Financial Advisors at Sontag Advisory LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kevin Couper
CRD#: 5668395
295 Madison Ave., 5th Floor, New York, NY 10017
96
Wealthminder
score

Kevin Couper (CRD# 5668395) is an Investment Advisor Representative working at Sontag Advisory LLC in New York, NY and has over 8 years of experience in the finance industry. Kevin Couper 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.

2
Michael N. Delgass
CRD#: 5003603
295 Madison Ave., 5th Floor, New York, NY 10017
93
Wealthminder
score

Michael Delgass (CRD# 5003603) is an Investment Advisor Representative working at Sontag Advisory LLC in New York, NY and has over 10 years of experience in the finance industry.

3
Howard V. Sontag
CRD#: 1142659
295 Madison Ave., 5th Floor, New York, NY 10017
93
Wealthminder
score

Howard Sontag (CRD# 1142659) is an Investment Advisor Representative working at Sontag Advisory LLC in New York, NY and has over 25 years of experience in the finance industry.

4
Martha S. Staniford
CRD#: 1565505
295 Madison Ave., 5th Floor, New York, NY 10017
93
Wealthminder
score

Martha Staniford (CRD# 1565505) is an Investment Advisor Representative working at Sontag Advisory LLC in New York, NY and has over 20 years of experience in the finance industry.

5
Sami Sharif
CRD#: 5404529
295 Madison Ave., 5th Floor, New York, NY 10017
90
Wealthminder
score

Sami Sharif (CRD# 5404529) is an Investment Advisor Representative working at Sontag Advisory LLC in New York, NY and has over 4 years of experience in the finance industry.

6
David A. Kelman
CRD#: 2651686
295 Madison Ave., 5th Floor, New York, NY 10017
75
Wealthminder
score

David Kelman (CRD# 2651686) is an Investment Advisor Representative working at Sontag Advisory LLC in New York, NY and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.