Total Alignment Wealth Advisors, LLC

Total Alignment Wealth Advisors, LLC (CRD# 166538) 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
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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.

DC, NJ, NY, TX

Financial Advisors at Total Alignment Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Aimee H. Baehr
CRD#: 4379743
5 Penn Plaza, 19th Floor, New York, NY 10001
93
Wealthminder
score

Aimee Baehr (CRD# 4379743) is an Investment Advisor Representative working at Total Alignment Wealth Advisors, LLC in New York, NY and has over 10 years of experience in the finance industry.

2
Robert M. Hayden
CRD#: 5881899
5 Penn Plaza, 19th Floor, New York, NY 10001
93
Wealthminder
score

Robert Hayden (CRD# 5881899) is an Investment Advisor Representative working at Total Alignment Wealth Advisors, LLC in New York, NY and has over 5 years of experience in the finance industry. Robert Hayden 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
John Naccarelli
CRD#: 2483394
Delray Beach, FL
93
Wealthminder
score

John Naccarelli (CRD# 2483394) is an Investment Advisor Representative working at Total Alignment Wealth Advisors, LLC in Delray Beach, FL and has over 22 years of experience in the finance industry.

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