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 $295,046,586 in 296 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $996,779
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
  • Selection of other advisers (including private fund managers)
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, ME, MI, NH, NJ, NY, PA, TX, VA

Financial Advisors at Wall Street Access Asset Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Christopher Demeo
CRD#: 4562438
Mount Kisco, NY
96
Wealthminder
score

Christopher Demeo (CRD# 4562438) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in Mount Kisco, NY and has over 14 years of experience in the finance industry.

2
Barton W. Weisenfluh
CRD#: 2736882
17 Battery Place, 11th Floor, New York, NY 10004
96
Wealthminder
score

Barton Weisenfluh (CRD# 2736882) 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. Barton Weisenfluh 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
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.

4
Mark P. Bergin
CRD#: 1087556
Natick, MA
93
Wealthminder
score

Mark Bergin (CRD# 1087556) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in Natick, MA and has over 10 years of experience in the finance industry.

5
Keith R. Knox
CRD#: 1159465
17 Battery Place, 11th Floor, New York, NY 10004
93
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 6 years of experience in the finance industry.

6
Russell P. Obrien
CRD#: 1786420
Wenham, MA
93
Wealthminder
score

Russell Obrien (CRD# 1786420) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in Wenham, MA and has over 23 years of experience in the finance industry.

7
David G. Rauch
CRD#: 2208226
Stockholm,
93
Wealthminder
score

David Rauch (CRD# 2208226) is an Investment Advisor Representative working at Wall Street Access Asset Management, LLC in Stockholm, and has over 26 years of experience in the finance industry.

8
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.

9
George M. Labranche
CRD#: 2355575
17 Battery Place, 11th Floor, New York, NY 10004
90
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.

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