Mazars Wealth Advisors
Mazars Wealth Advisors (CRD# 133936) is a financial advisory firm headquartered in New York, NY. They manage $193,303,538 in 234 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management193MILLION
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Total Number of Accounts234ACCOUNTS
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Average Account Value$826,084
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY, PA, TX
Financial Advisors at Mazars Wealth Advisors
1
David Weinstock (CRD# 2268878) is an Investment Advisor Representative working at Mazars Wealth Advisors in New York, NY and has over 31 years of experience in the finance industry.
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