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Lillian J Kowasz

Advisor at Edward Jones — Long Beach, NY

Updated today

Credentials

Series 66

Experience

3 years

Location

Long Beach, NY 11561

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Lillian Kowasz is a Series 66 registered financial advisor with Edward Jones, based in Long Beach, NY, and has three years of industry experience. Her prior roles include positions at Fisher Investments and work with the New Jersey Department of Labor Project. She also has experience in education and non-profit sectors, including involvement with the University of Tampa and the Wyoming County Youth Bureau. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Long Beach, NY

242 West Park Avenue

Long Beach NY 11561

Advisors at this office

1

Most active in

New York · Texas

Work history

3 years of industry experience

Edward Jones

2022 - Present • 4 years

St Louis, MO

Fisher Investments

2022 - 2022 • 1 year

Tampa, FL

Navient New Jersey Department of Labor Project

2020 - 2022 • 2 years

Perry, NY

Home depot

2020 - 2021 • 1 year

Batavia, NY

UNIVERSITY OF TAMPA

2018 - 2020 • 2 years

Tampa, FL

Silver Lake Dental

2017 - 2018 • 1 year

Perry, NY

UNIVERSITY OF TAMPA

2017 - 2021 • 4 years

Tampa, FL

Wyoming County Youth Bureau

2016 - 2017 • 1 year

Warsaw, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kadri A

Series 65

Farmingdale, NY

Financial Gym Advisors

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Private / alternative investments

Louis G

CFP®, CFA®, Series 63, Series 66

Brooklyn, NY

Prestiq Wealth

Louis Green is a CFP® and CFA® with 12 years of experience in financial advisory, currently serving at Savvy since 2024. He previously worked at UBS Financial Services Inc from 2020 to 2024 and PNC PWM from 2015 to 2020. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by proprietary technology and third-party platforms.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Zachary H

Series 65

Brooklyn, NY

Hilty Wealth Management LLC

Zachary Hilty is the sole advisor at Hilty Wealth Management LLC in Brooklyn, NY, with two years of industry experience. He holds a Series 65 credential and has worked in talent development and photography roles at the Billy Farrell Agency alongside his advisory practice. Hilty Wealth Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses primarily on equities, exchange-traded funds, and equity options strategies, using both fundamental and technical analysis within documented client risk frameworks.

Options & derivatives strategies
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Syed H

Series 65

Rego Park, NY

Prudent Investment Advisors, Inc.

Syed Haque is a financial advisor at Prudent Investment Advisors, Inc. with 13 years of industry experience and a Series 65 credential. He has been a practicing CPA since 1989 and operates his accounting practice independently alongside his advisory role. Prudent Investment Advisors, Inc. is an independent firm managing approximately $7.4 million in discretionary assets for individuals, retirement accounts, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage a small, concentrated client base primarily on a discretionary basis.

Active portfolio management
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Javier R

Series 63, Series 66

Brooklyn, NY

Hillstrong

Javier Ryzowy is an investment advisor with Hillstrong, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities Inc. for over two decades and has been involved with Hillstrong LLC since 2024. Outside of his advisory work, he serves as managing member of Hudson RE Holdings LLC, a dormant real estate holding company. Hillstrong is a New York-registered investment adviser that provides discretionary portfolio management primarily for institutions and pooled vehicles, with services also available to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using a range of investment tools, including listed securities, options, fixed income, variable insurance products, and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive
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Joseph C

Series 65

Brooklyn, NY

West Village Wealth

Joseph Castignetti is the principal advisor at West Village Wealth LLC, an independent registered investment adviser based in Brooklyn, NY. He holds the Series 65 credential and has recently established his advisory practice after working in various roles at firms including Goldman Sachs, Verizon, and Toyota Motor North America. Castignetti also has experience in business and management from Northwestern University Kellogg School of Management and Boston College. West Village Wealth provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm integrates fundamental analysis with modern portfolio theory, utilizing a combination of passive and active investment strategies, and offers options such as socially responsible investing and cryptocurrency exposure.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies Mid-Career Professionals Values-based investing
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