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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

6 advisors near New York, NY

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Cheung C

Series 65, Series 66

New York, NY

Chemistry Wealth Management LLC

Cheung Chan is a financial advisor at Chemistry Wealth Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2021. Outside of advisory work, he is involved in real estate development and management through his role as treasurer and member of 3818 Management LLC. Chemistry Wealth Management is a team-based firm managing approximately $1.03 billion for over 500 clients. The firm offers discretionary investment management and financial planning services to individuals, families, trusts, estates, and businesses, using a combination of ETFs, mutual funds, stocks, bonds, and options with a focus on long-term investing and portfolio customization.

Options & derivatives strategies
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Keegan S

Series 66

New York, NY

Chemistry Wealth Management LLC

Keegan Sullivan is a financial advisor at Chemistry Wealth Management LLC in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Chemistry Wealth, he worked at Advice and Planning Services LLC and TIAA-CREF Individual & Institutional Services, LLC. Chemistry Wealth Management is a team-based firm with six advisors managing over $1 billion in assets for individuals, families, trusts, and businesses. The firm provides discretionary investment management and financial planning, using a combination of ETFs, mutual funds, stocks, and bonds with a long-term investment approach that allows for shorter-term trades as needed.

Options & derivatives strategies
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Samuel E

Series 66

New York, NY

Chemistry Wealth Management LLC

Samuel Eilbaum is a financial advisor at Chemistry Wealth Management LLC in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Chemistry Wealth Management in 2025, he worked for seven years at Park Avenue Securities LLC dba Strategies for Wealth. Chemistry Wealth Management is a team-based SEC-registered advisory firm managing approximately $1.03 billion for over 500 clients. The firm offers discretionary investment management and financial planning services to individuals, families, trusts, estates, and businesses, utilizing customized portfolios primarily composed of ETFs, mutual funds, individual stocks, and bonds with a generally long-term investment approach.

Options & derivatives strategies
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Nina S

CFP®

New York, NY

Chemistry Wealth Management LLC

Nina Spezzaferro is a CFP® professional at Chemistry Wealth Management LLC with two years of industry experience. She has worked at Chemistry Wealth Management since 2021 and previously held roles at Ameriprise Financial Services, LLC and Rubenstein. Chemistry Wealth Management is a team-based advisory firm managing over $1 billion for individuals, families, trusts, estates, and businesses. The firm offers discretionary investment management and financial planning, utilizing customized portfolios with ETFs, mutual funds, stocks, bonds, and options, blending fundamental and technical analysis with a primarily long-term investment approach.

Options & derivatives strategies
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Adenikke S

Series 65

New York, NY

Chemistry Wealth Management LLC

Adenikke Soremekun is a financial advisor at Chemistry Wealth Management LLC with two years of industry experience. She holds a Series 65 designation and has previously worked with Unión de Cooperativas de Enseñanza de Trabajo Asociado de Madrid and Bilingual English Development & Assessment. Chemistry Wealth Management is a team-based advisory firm managing over $1 billion for more than 500 clients. The firm offers discretionary investment management and financial planning services using customized portfolios that combine fundamental and technical analysis with a primarily long-term approach.

Options & derivatives strategies
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Mark C

CFP®, Series 63

New York, NY

Chemistry Wealth Management LLC

Mark Chemtob is a CFP® with 27 years of industry experience, currently serving at Chemistry Wealth Management LLC since 2021. Prior to this, he worked for Ameriprise Financial Services, Inc. for 16 years. He holds a Series 63 license and is also a licensed insurance professional. Chemistry Wealth Management is a team-based SEC-registered advisory firm managing over $1 billion for more than 500 clients. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, stocks, bonds, and options with a generally long-term approach.

Options & derivatives strategies
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