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 17 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 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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.