user avatar

Michael Brown

Advisor at High Grade Investment Solutions, LLC

Updated today

Location

Spring Valley, NY

Credentials

Series 63, Series 65

Industry experience

4 years

About

Michael Brown is the sole advisor at High Grade Investment Solutions, LLC, an independent firm based in Spring Valley, NY. He holds Series 63 and Series 65 licenses and has 20 years of experience with the firm. High Grade Investment Solutions specializes in discretionary fixed-income portfolio management for high-net-worth and institutional clients, focusing on a single actively managed strategy concentrated in high-quality municipal and U.S. Treasury securities. The firm combines fundamental credit analysis with technical yield-curve modeling and frequent trading to manage separately managed accounts, typically requiring a $1 million minimum.

Client services

Based on High Grade Investment Solutions, LLC

Portfolio management

Expertise

Based on High Grade Investment Solutions, LLC

Active portfolio management Tax-loss harvesting

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

0.40% annually

Other

Account minimum: $1,000,000 Fee-only: Fee-only basis, no commissions

Location

Spring Valley, NY

Most active in

New York

Work history

High Grade Investment Solutions, LLC

2006 - Present (20 years)

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

John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
user avatar

Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
user avatar

Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
user avatar

Antonio T

CFP®, Series 63

White Plains, NY

Financial Planning Associates, LLC

Antonio Taddeo is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Financial Planning Associates, LLC and previously worked at Gladstone Wealth Partners. In addition to his advisory work, he is involved in insurance sales on a part-time basis. Financial Planning Associates, LLC provides investment supervisory services and financial planning to individuals, high-net-worth households, and small business clients, including pension and profit-sharing plan sponsors. The firm offers discretionary portfolio management using both fundamental and technical analysis, and it maintains an affiliated insurance practice alongside its investment services.

Wealth management College savings (529s, UTMA, etc.) Annuities Real estate investing
user avatar

Jay T

CFA®, Series 66

Nyack, NY

Sanskar Advisors, Inc.

Jay Taparia is a CFA® charterholder and holds a Series 66 license with 25 years of experience in the financial industry. He is the sole advisor at Sanskar Advisors, Inc., where he has worked since 2000. Taparia also has roles at Sanskar Tax Advisors, Inc. and Climate CFOs, Inc., and has been involved with New York University since 2015. Sanskar Advisors is an independent, single-adviser registered investment adviser that provides discretionary portfolio management and financial planning primarily for individuals and families, as well as charitable organizations, estates, and trusts. The firm emphasizes long-term holdings using both fundamental and technical analysis and is affiliated with an in-house tax and accounting practice, offering integrated financial and tax services.

College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Mason T

CFA®, Series 63, Series 65

Valhalla, NY

Tilden Capital Management, LLC

Mason Tilden is the sole advisor at Tilden Capital Management, LLC, an independent registered investment adviser based in Valhalla, NY. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 16 years of industry experience, having been with his firm since its inception in 2010. Tilden Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a proprietary asset-allocation model grounded in Post-Modern Portfolio Theory to construct diversified portfolios, focusing on index- and value-oriented securities and ETFs, with tailored adjustments based on client-specific investment restrictions.

Wealth management Passive / index investing Active portfolio management College savings (529s, UTMA, etc.) Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")