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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

18 advisors near New York, NY

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Sungsoo Y

CFA®, Series 63

New York, NY

Empirical Research Partners LLC

Sungsoo Yang is a CFA® charterholder with 20 years of industry experience. He has been with Empirical Research Partners LLC since 2003. The firm provides data-driven subscription research and on-request investment advice exclusively to institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies. Empirical Research Partners employs proprietary quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making without managing client assets or serving individual investors.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Nicole P

Series 63, Series 65

New York, NY

Empirical Research Partners LLC

Nicole Price is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Empirical Research Partners since 2003. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm focuses on quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or serve retail clients.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Jacob G

Series 63, Series 65

New York, NY

Empirical Research Partners LLC

Jacob Gorelick is a financial advisor at Empirical Research Partners LLC with three years of industry experience. He previously worked at Nasdaq and Numina Capital Management LLC. Gorelick holds Series 63 and Series 65 designations. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm’s approach combines proprietary quantitative models with macroeconomic and factor analysis to support institutional decision-making.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Laura A

Series 63, Series 65

New York, NY

Empirical Research Partners LLC

Laura Asker is a financial advisor at Empirical Research Partners LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Empirical Research Partners since 2003, with a five-year gap between 2017 and 2022. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm employs proprietary quantitative models combining macroeconomic analysis and factor modeling to support institutional decision-making and does not manage client assets or offer services to retail clients.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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John C

Series 63, Series 65

New York, NY

Empirical Research Partners LLC

John Cunningham is a financial advisor with Empirical Research Partners LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Empirical Research Partners since 2018 and previously spent five years at Cowen and Company, LLC. Empirical Research Partners serves an exclusively institutional client base by producing data-driven subscription research and providing customized investment advice. The firm’s approach combines proprietary quantitative models with macroeconomic and factor analysis to support institutional decision-making without managing client assets or offering portfolio management for individuals.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Daniel R

Series 66

New York, NY

Empirical Research Partners LLC

Daniel Ramaroson is a financial advisor at Empirical Research Partners LLC in New York, NY, holding a Series 66 designation with four years of industry experience. He previously worked at Fidelity from 2016 to 2021 before joining Empirical Research Partners in 2021. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm uses proprietary quantitative models combining top-down macroeconomic analysis with bottom-up factor modeling to support institutional decision-making and does not manage client assets or offer retail services.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Kenneth L

Series 63, Series 65

New York, NY

Empirical Research Partners LLC

Kenneth Lafreniere is a financial advisor at Empirical Research Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empirical Research Partners since 2012. Empirical Research Partners serves an exclusively institutional client base—including investment managers, hedge funds, broker-dealers, and insurance companies—providing data-driven subscription research and customized investment advice. The firm focuses on quantitative models and combines macroeconomic analysis with factor modeling to support institutional decision-making, without managing client assets or serving individual investors.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Longying Z

CFA®, Series 63

New York, NY

Empirical Research Partners LLC

Longying Zhao is a CFA® charterholder with 18 years of industry experience. He has been with Empirical Research Partners LLC since 2007, where he serves as part of a four-advisor team. Empirical Research Partners provides data-driven subscription research and customized investment advice exclusively to institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies. The firm’s approach integrates proprietary quantitative models with macroeconomic and factor analysis to support institutional decision-making without managing client assets or serving retail clients.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Rochester C

CFA®, Series 63

New York, NY

Empirical Research Partners LLC

Rochester Cahan is a CFA® charterholder with 18 years of industry experience. He has been with Empirical Research Partners LLC since 2013. The firm serves an exclusively institutional client base by providing data-driven subscription research and customized investment advice, focusing on quantitative models that integrate macroeconomic and factor-based analysis to support institutional decision-making.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Yu B

CFA®, Series 63

New York, NY

Empirical Research Partners LLC

Yu Bai is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Empirical Research Partners LLC since 2014. Based in New York, NY, Yu Bai holds a Series 63 license and works within a four-advisor team. Empirical Research Partners serves an exclusively institutional client base by providing data-driven subscription research and on-request investment advice. The firm uses proprietary quantitative models and a middleware approach combining macroeconomic analysis with factor modeling to inform institutional decision-making.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Richard D

CFA®, Series 63

New York, NY

Empirical Research Partners LLC

Richard Derose is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Empirical Research Partners LLC since 2012, where he is part of a four-advisor team based in New York, NY. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing subscription-based, data-driven research and customized investment advice. The firm uses proprietary quantitative models combining macroeconomic and factor analysis to inform institutional decision-making and does not manage client assets or serve retail clients.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Aimo B

Series 63, Series 65

New York, NY

Empirical Research Partners LLC

Aimo Berg is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Empirical Research Partners since 2011. Empirical Research Partners serves an exclusively institutional client base by providing data-driven subscription research and customized investment advice that combines macroeconomic analysis with factor modeling. The firm focuses on supporting institutional decision-making and does not manage client assets or serve retail clients.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Brendan H

Series 63, Series 65, Series 66

New York, NY

Empirical Research Partners LLC

Brendan Haley is a financial advisor with Empirical Research Partners LLC in New York, NY, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with Empirical Research Partners since 2004. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm uses proprietary quantitative models combining macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or serve retail clients.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Wesley S

Series 63, Series 65

New York, NY

Empirical Research Partners LLC

Wesley Sapp is a financial advisor at Empirical Research Partners LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empirical Research Partners since 2009. The firm serves an institutional client base, including investment managers, hedge funds, broker-dealers, and insurance companies, providing data-driven subscription research and on-request investment advice. Empirical Research Partners uses proprietary quantitative models combining macroeconomic analysis with factor modeling to support institutional decision-making without managing client assets or serving retail clients.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Michael G

Series 63, Series 65

New York, NY

Empirical Research Partners LLC

Michael Goldstein is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Empirical Research Partners since 2002. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and customized investment advice. The firm uses proprietary quantitative models and a combined top-down and bottom-up analytical approach to support institutional decision-making, without managing client assets or serving retail clients.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Denis H

Series 63, Series 65

New York, NY

Empirical Research Partners LLC

Denis Hurley is a financial advisor at Empirical Research Partners LLC in New York, NY, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empirical Research Partners since 2014. Empirical Research Partners serves institutional clients such as investment managers, hedge funds, broker-dealers, and insurance companies by providing data-driven subscription research and on-request investment advice. The firm employs proprietary quantitative models and a combined top-down and bottom-up analytical approach to support institutional decision-making and does not manage client assets or serve individual retail clients.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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John G

Series 63, Series 65

New York, NY

Empirical Research Partners LLC

John Gavin III is a financial advisor at Empirical Research Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Empirical Research Partners since 2016. Empirical Research Partners serves an exclusively institutional client base, providing data-driven subscription research and customized investment advice based on proprietary quantitative models and a combination of macroeconomic and factor analysis. The firm does not manage client assets or serve retail clients, focusing instead on supporting institutional decision-making through research subscriptions and negotiated fee arrangements.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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Yi L

Series 63

New York, NY

Empirical Research Partners LLC

Yi Liu is a financial advisor at Empirical Research Partners LLC in New York, NY, holding a Series 63 designation with 14 years of industry experience. He has been with Empirical Research Partners since 2011. Empirical Research Partners serves an exclusively institutional client base, including investment managers, hedge funds, broker-dealers, and insurance companies, by providing data-driven subscription research and customized investment advice. The firm combines macroeconomic analysis with factor modeling to support institutional decision-making and does not manage client assets or offer retail services.

Wealth management Active portfolio management Factor investing / smart beta Executive Financial Professional
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