DEBANYFINANCIAL GROUP, LLC
Firm details
- Headquarters
- TARRYTOWN, New York
- CRD number
- 128277
- Website
- www.debanyfinancial.com
- Fee structure
- Hourly Charges
- Services
- Financial Planning
Firm profile
FINTRXOverview
Debany Financial Group, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm is owned by an individual and engages in various financial activities, including serving as a registered representative of a broker-dealer and acting as an insurance broker. Debany Financial Group focuses on providing financial planning services to its clients. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4TIMOTHY NERVEGNA
Investment Advisor RepresentativeCRD 2642614
ALAN WAIDELICH
Founding PartnerCRD 2214544
BARRY DEBANY
Regional DirectorCRD 2208573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TARRYTOWN, NY
WESTCHESTER
Location
TARRYTOWN, NY
Headquartered in TARRYTOWN, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- WESTCHESTER
- Address
- 303 S Broadway
- Time zone
- ET (UTC-5)
- Office locations
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