Symphonic Financial Advisors LLC

Symphonic Financial Advisors LLC (CRD# 135603) is a financial advisory firm headquartered in New York, NY. They manage $125,998,190 in 1,702 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    1,702
    ACCOUNTS
  • Average Account Value
    $74,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
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
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Symphonic Financial Advisors LLC
Showing 1 - 10 of 26 top financial advisors.
1
Angela N. Ruddock
CRD#: 2582640
1002 E Main Street, Rockport, TX 78382
96
Wealthminder
score

Angela Ruddock (CRD# 2582640) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in Rockport, TX and has over 21 years of experience in the finance industry. Angela Ruddock 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
Dean T. Russell
CRD#: 1396060
400 Park Avenue, 10th Floor, New York, NY 10022
96
Wealthminder
score

Dean Russell (CRD# 1396060) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in New York, NY and has over 31 years of experience in the finance industry. Dean Russell 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.

3
Mary E. Schwartz
CRD#: 1619044
400 Park Avenue, 10th Floor, New York, NY 10022
96
Wealthminder
score

Mary Schwartz (CRD# 1619044) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in New York, NY and has over 29 years of experience in the finance industry. Mary Schwartz 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
Linnea C. Stephan
CRD#: 5365678
2202 Water Street, Duluth, MN 55812
96
Wealthminder
score

Linnea Stephan (CRD# 5365678) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in Duluth, MN and has over 9 years of experience in the finance industry. Linnea Stephan 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.

5
Mark Brookings
CRD#: 4096507
400 Park Avenue, 10th Floor, New York, NY 10022
93
Wealthminder
score

Mark Brookings (CRD# 4096507) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in New York, NY and has over 16 years of experience in the finance industry.

6
Joseph K. Calhoun
CRD#: 5404983
400 Park Avenue, 10th Floor, New York, NY 10022
93
Wealthminder
score

Joseph Calhoun (CRD# 5404983) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in New York, NY and has over 7 years of experience in the finance industry.

7
Audrey B. Drossner
CRD#: 1668825
400 Park Avenue, 10th Floor, New York, NY 10022
93
Wealthminder
score

Audrey Drossner (CRD# 1668825) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in New York, NY and has over 29 years of experience in the finance industry.

8
Shelly Hall
CRD#: 4482575
400 Park Avenue, 10th Floor, New York, NY 10022
93
Wealthminder
score

Shelly Hall (CRD# 4482575) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in New York, NY and has over 14 years of experience in the finance industry.

9
George J. Kallus
CRD#: 817392
675 Bering Drive, #575, Houston, TX 77057
93
Wealthminder
score

George Kallus (CRD# 817392) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in Houston, TX and has over 30 years of experience in the finance industry.

10
William G. Kenton
CRD#: 4492576
400 Park Avenue, 10th Floor, New York, NY 10022
93
Wealthminder
score

William Kenton (CRD# 4492576) is an Investment Advisor Representative working at Symphonic Financial Advisors LLC in New York, NY and has over 14 years of experience in the finance industry.

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