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 7 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 9 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 24 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 19 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 3 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 1 year of experience in the finance industry.

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