Mazars Usa Wealth Advisors LLC
Mazars Usa Wealth Advisors LLC (CRD# 133936) is a financial advisory firm headquartered in New York, NY. They manage $102,896,424 in 172 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management103MILLION
Total Number of Accounts172ACCOUNTS
Average Account Value$598,235
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, FL, MA, NJ, NY, PA
Joan Antoniello (CRD# 1058279) is an Investment Advisor Representative working at Mazars Usa Wealth Advisors LLC in New York, NY and has over 18 years of experience in the finance industry.
David Weinstock (CRD# 2268878) is an Investment Advisor Representative working at Mazars Usa Wealth Advisors LLC in New York, NY and has over 25 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.