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).
Total Assets Under Management94MILLION
Total Number of Accounts469ACCOUNTS
Average Account Value$201,053
- 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, CT, FL, MA, NJ, NY, PA
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.
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.