SRI Investing

SRI Investing (CRD# 226719) is a financial advisory firm headquartered in New York, NY. They serve the financial needs of clients across 4 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
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • 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.

NH, NJ, NY, VT

Financial Advisors at SRI Investing
Showing 1 - 2 of 2 top financial advisors.
1
Gary R. Matthews
CRD#: 4276969
Madison, NJ 07940
107
Wealthminder
score

 SRI Investing LLC is a registered investment firm based in New York City and specializing in socially responsible investing (SRI). SRI helps you align your Investment and financial goals with the impact you want to make in the world. We work with socially conscious investors in the New York City metro area and throughout the country.

 With over 40 years of combined financial advisory and planning experience, co-founders Gary Matthews and Amy Pender merge their professional financial expertise with a passion for investing in a better world. Prospective investors might receive a proposal from either Gary or Amy.

2
Amy D. Pender
CRD#: 5869001
Hopewell Junction, NY
93
Wealthminder
score

Amy Pender (CRD# 5869001) is an Investment Advisor Representative working at SRI Investing in Hopewell Junction, NY and has over 5 years of experience in the finance industry.

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