New York Financial Avp, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
170047
Fee structure
Hourly Charges
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

New York Financial Avp, LLC is a small, individually owned limited liability company that operates primarily as an insurance broker and provider of financial planning. The firm delivers advisory services on an hourly-fee basis and runs educational seminars and workshops as part of its client-facing activities. It does not present itself as a multi-state adviser, is not identified as an active ESG investor, and is not positioned as a capital allocator or pension consultant. The firm's regulatory registration year is not provided and its classification is listed as unclassified.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Anthony Pranzo

    Chief Executive OfficerCRD 2996617

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
40 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth