EMPIRE STATE WEALTH ADVISORS INC
Firm details
- Headquarters
- NEW CITY, New York
- CRD number
- 335240
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Empire State Wealth Advisors Inc. operates as a corporation and engages in a variety of financial services. The firm provides financial planning, portfolio management for individuals and small businesses, and conducts educational seminars and workshops. While it does not actively pursue ESG investments, it has a diverse approach to client services, which includes being a broker-dealer and insurance broker. The firm is structured to offer a range of advisory services, catering to the financial needs of its clients.
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
1 of 1ERGUIS MERTIRI
PrincipalCRD 4944581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW CITY, NY
ROCKLAND
Location
NEW CITY, NY
Headquartered in NEW CITY, 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
- ROCKLAND
- Address
- 151 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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