Wall Street Access Asset Management, LLC

Wall Street Access Asset Management, LLC (CRD# 126021) is a financial advisory firm headquartered in New York, NY. They manage $256,532,957 in 246 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    257
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $1,042,817
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

AZ, CA, CO, CT, DC, FL, GA, KY, MA, MD, MI, NH, NJ, NY, PA, TX, VA

Financial Advisors at Wall Street Access Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Salvatore A. Barravecchia
CRD#: 2637178
17 Battery Place, 11th Floor, New York, NY 10004
93
Wealthminder
score

Salvatore Barravecchia (CRD# 2637178) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in New York, NY and has over 22 years of experience in the finance industry.

2
David G. Rauch
CRD#: 2208226
17 Battery Place, 11th Floor, New York, NY 10004
93
Wealthminder
score

David Rauch (CRD# 2208226) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in New York, NY and has over 25 years of experience in the finance industry.

3
Colleen P. Sorrentino
CRD#: 1714405
17 Battery Place, New York, NY 10004
93
Wealthminder
score

Colleen Sorrentino (CRD# 1714405) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in New York, NY and has over 25 years of experience in the finance industry.

4
Linda H. Sutkin
CRD#: 1084086
17 Battery Place, 11th Floor, New York, NY 10004
93
Wealthminder
score

Linda Sutkin (CRD# 1084086) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in New York, NY and has over 33 years of experience in the finance industry.

5
Keith R. Knox
CRD#: 1159465
17 Battery Place, 11th Floor, New York, NY 10004
90
Wealthminder
score

Keith Knox (CRD# 1159465) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in New York, NY and has over 5 years of experience in the finance industry.

6
George M. Labranche
CRD#: 2355575
17 Battery Place, 11th Floor, New York, NY 10004
88
Wealthminder
score

George Labranche (CRD# 2355575) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in New York, NY and has over 3 years of experience in the finance industry.

7
Alexei F. Lee
CRD#: 6053401
17 Battery Place, 11th Floor, New York, NY 10004
88
Wealthminder
score

Alexei Lee (CRD# 6053401) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in New York, NY and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.