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2 advisors near New York, NY
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Wenjie W
Series 63, Series 65
New York, NY
Acrylic Financial, Inc.
Wenjie Weng is a financial advisor with Acrylic Financial, Inc. in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Acrylic, Weng worked at MML Investors Services, LLC, Mass Mutual Life Insurance Company, Transamerica Financial Advisors, Inc., and World Financial Group. Outside of advisory work, Weng has ownership in Aimdar Advisory Group Inc., which offers various insurance products. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles, managing approximately $58.4 million in discretionary assets. The firm employs asset allocation frameworks combined with active momentum and moving-average models, offering both discretionary and non-discretionary management and access to third-party managers and alternative investments.
Ronald M
ChFC®, Series 63, Series 65
Garfield, NJ
Acrylic Financial, Inc.
Ronald Murtha is a financial advisor with Acrylic Financial, Inc. He holds the ChFC® designation and Series 63 and 65 licenses. Murtha is based in Garfield, NJ, and has experience working within a team of 19 advisors at Acrylic Financial. Acrylic Financial provides portfolio management and financial planning services to individuals, including high-net-worth clients, corporations, other advisers, and pooled investment vehicles. The firm combines asset allocation, fundamental and technical analysis, and modern portfolio theory, using both passive and active investment models, and manages firm-sponsored private pooled vehicles alongside third-party manager selections.
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2 advisors near New York, NY
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