Wealthstream Advisors, Inc.
Wealthstream Advisors, Inc. (CRD# 129428) is a financial advisory firm headquartered in New York, NY. They manage $1,347,237,878 in 1,931 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management1,347MILLION
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Total Number of Accounts1,931ACCOUNTS
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Average Account Value$697,689
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, MA, MD, NC, NH, NJ, NY, OR, PA, TX, VA
Michael Goodman (CRD# 2747956) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 27 years of experience in the finance industry.
Eric Siss (CRD# 6204450) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 9 years of experience in the finance industry.
Brant Cavagnaro (CRD# 6001114) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 11 years of experience in the finance industry.
Timothy Daly (CRD# 7007846) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has 1 year of experience in the finance industry.
Chloe Denning (CRD# 7831278) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has 1 year of experience in the finance industry.
Katharine George (CRD# 6656272) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has 1 year of experience in the finance industry.
Matthew Gordon (CRD# 2105314) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 21 years of experience in the finance industry.
Mark Kazmac (CRD# 805272) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 30 years of experience in the finance industry.
Michael Kimmel (CRD# 5122779) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 17 years of experience in the finance industry.
Brenna McLoughlin (CRD# 7415686) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has 1 year of experience in the finance industry.