Cultivating Wealth

Cultivating Wealth (CRD# 282447) is a financial advisory firm headquartered in Montauk, NY. They manage $131,187,017 in 589 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
P.o. Box 5014, Montauk, NY 11954
https://www.linkedin.com/in/liz-sylvan-cfp®-cdfa®-b5123825/
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $222,728
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, NJ, NY, OR, PA, TX

Financial Advisors at Cultivating Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Sara Stanich, financial advisor Montauk NY
Sara B. Stanich
CRD#: 5397545
Montauk, NY

Sara Stanich (CRD# 5397545) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has over 16 years of experience in the finance industry.

2
Lauren Sylvan, financial advisor Montauk NY
Lauren E. Sylvan
CRD#: 6974615
Montauk, NY

Lauren Sylvan (CRD# 6974615) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has over 7 years of experience in the finance industry.

3
Audrey Emerson, financial advisor Bellingham WA
Audrey K. Emerson
CRD#: 7626776
Bellingham, WA

Audrey Emerson (CRD# 7626776) is an Investment Advisor Representative working at Cultivating Wealth in Bellingham, WA and has 1 year of experience in the finance industry.

4
Rebecca Incledon, financial advisor Montauk NY
Rebecca J. Incledon
CRD#: 7785351
Montauk, NY

Rebecca Incledon (CRD# 7785351) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has 1 year of experience in the finance industry.

5
Caroline Young, financial advisor Montauk NY
Caroline Young
CRD#: 7811953
Montauk, NY

Caroline Young (CRD# 7811953) is an Investment Advisor Representative working at Cultivating Wealth in Montauk, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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