Weisermazars Wealth Advisors, LLC

Weisermazars Wealth Advisors, LLC (CRD# 133936) is a financial advisory firm headquartered in New York, NY. They manage $94,293,886 in 469 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $201,053
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, CT, FL, MA, NJ, NY, PA

Financial Advisors at Weisermazars Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joan A. Antoniello
CRD#: 1058279
135 West 50th Street, 13th Floor, New York, NY 10020
96
Wealthminder
score

Joan Antoniello (CRD# 1058279) is an Investment Advisor Representative working at Weisermazars Wealth Advisors, LLC in New York, NY and has over 16 years of experience in the finance industry.

2
David L. Weinstock
CRD#: 2268878
135 West 50th Street, 13th Floor, New York, NY 10020
96
Wealthminder
score

David Weinstock (CRD# 2268878) is an Investment Advisor Representative working at Weisermazars Wealth Advisors, LLC in New York, NY and has over 24 years of experience in the finance industry. David Weinstock 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.

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