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33 advisors near New York, NY
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Domonic M
Series 65
Jersey City, NJ
Hoxton Wealth
Domonic Mustafa is a financial advisor at Hoxton Wealth USA LLC with a Series 65 designation and a background that includes roles at Infinity Financial Solutions, Selby Jennings, and Pinpoint Partners. He has been active in the financial services industry since 2016 and is also involved with Infinity Financial Solutions, a financial planning firm based in Bangkok, Thailand. Hoxton Wealth USA LLC serves individual clients with international pension assets, particularly expatriates holding UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm employs a network model of independent advisors and focuses on pension transfer and SIPP advisory services, managing approximately $470 million in assets on a non-discretionary basis.
Paul M
Series 65
Jersey City, NJ
Hoxton Wealth
Paul Molloy is a financial advisor with Hoxton Wealth USA LLC and holds a Series 65 designation. He has four years of industry experience and previously worked at St. James's Place Wealth Management for seven years. Molloy is also involved with Hoxton Capital Management FZE in Dubai, where he dedicates significant time to promoting financial investment opportunities. Hoxton Wealth USA primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent advisers and focuses on pension transfer and SIPP advisory services, managing a substantial portion of its assets on a non-discretionary basis.
Ravinder G
Series 65
Jersey City, NJ
Hoxton Wealth
Ravinder Gill is a financial advisor at Hoxton Wealth USA LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at deVere Group and Reach. In addition to his role in the U.S., he is involved with Hoxton Capital Management FZE in Dubai, where he dedicates a significant portion of his time to financial planning and promoting investment adviser opportunities. Hoxton Wealth USA primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent Investment Adviser Representatives and focuses on pension transfer, SIPP advisory services, and non-discretionary portfolio management.
Ryan H
Series 65
Jersey City, NJ
Hoxton Wealth
Ryan Hudson is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 credential and one year of industry experience. He previously worked at Hoxton Capital Management FZE and has experience in real estate and hospitality sectors. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm operates a network model of independent advisers and focuses on pension transfer and SIPP advisory services, portfolio management, and financial planning.
William G
Series 65
Jersey City, NJ
Hoxton Wealth
William Gray is a Series 65-licensed financial advisor with Hoxton Wealth USA LLC, where he has worked since 2026. He has prior experience with Hoxton Wealth (UK) Ltd and Hoxton Wealth Vietnam, as well as roles in several other firms and industries including blockchain development. He is involved with Hoxton Wealth’s affiliated international entities in the UK and Vietnam, contributing to investment advice and financial planning. Hoxton Wealth USA primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm operates through a network of independent Investment Adviser Representatives and focuses on pension transfer services, portfolio management, and a core-and-satellite investment approach.
Declan T
Series 65
Jersey City, NJ
Hoxton Wealth
Declan Trainor is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 license and two years of industry experience. His career includes roles with multiple Hoxton entities across the UK, Europe, and the UAE, as well as prior work at Alpha Omega Partnership and Texas Instruments. Trainor divides his time among several international Hoxton affiliates. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm operates through a network of independent investment adviser representatives and focuses on pension transfer and SIPP advisory services alongside portfolio management using a core-and-satellite approach aligned with clients’ risk profiles.
Bhavin V
Series 65
Jersey City, NJ
Hoxton Wealth
Bhavin Vaja is a financial advisor at Hoxton Wealth USA LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hoxton Capital Management FZE, Westcoast Ltd, Xafinity Consulting, and the Waitrose and John Lewis Partnership. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, especially expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm uses a network model with independent advisers and focuses on pension transfer, SIPP advisory services, and non-discretionary portfolio management.
Richard C
Series 65
Jersey City, NJ
Hoxton Wealth
Richard Cawley is a Series 65-licensed advisor with Hoxton Wealth USA LLC, bringing two years of industry experience. He has previously worked at Skybound Wealth Management and Wealth at Work, among other firms. He also provides advisory services as a technical specialist for Hoxton Capital Management FZE. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent investment adviser representatives and employs a core-and-satellite investment approach tailored to clients’ risk profiles.
George S
Series 65
Jersey City, NJ
Hoxton Wealth
George Stainton is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Hoxton Wealth USA LLC and has held positions at various Hoxton Capital Management entities as well as Beacon Global Advisor Network, AHR Private Wealth, Guardian Wealth Management, and CSS Investments. His work includes providing advisory services across multiple international Hoxton entities during U.S. trading hours. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm operates a network model of independent Investment Adviser Representatives and focuses on pension transfer and SIPP advisory services, portfolio management, and financial planning, managing roughly $470 million in assets on a non-discretionary basis.
Michael Y
Series 65
Jersey City, NJ
Hoxton Wealth
Michael Yuille is a Series 65-licensed financial advisor at Hoxton Wealth USA LLC with three years of industry experience. He has held roles at Hoxton Capital Management USA LLC and Hoxton Capital Management FZE, and serves as Managing Director at Northern Cross Wealth Management in South Africa. His work includes managing international high net-worth portfolios and providing financial planning for expatriates. Hoxton Wealth USA LLC serves individual clients with international pension assets, particularly expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm operates a network model of independent advisers and focuses on pension transfer and SIPP advisory services alongside ongoing portfolio management.
Daniel A
Series 65
Jersey City, NJ
Hoxton Wealth
Daniel Abbott is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 license and two years of industry experience. He has worked at Hoxton Capital Management and its affiliated Dubai-based entity since 2021, as well as prior roles at Skybound Wealth Management, Thales, KPMG, and Morris & Co Chartered Accountants. Abbott also serves as Finance Director for Hoxton Capital Management FZE in Dubai. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, particularly expatriates with UK pensions, and U.S. citizens seeking financial planning and investment management. The firm offers pension transfer and SIPP advisory services, portfolio management, and financial planning, operating through a network of independent advisers and focusing on a core-and-satellite investment approach tailored to clients’ risk profiles.
Tom S
Series 65
Jersey City, NJ
Hoxton Wealth
Tom Streader is a financial advisor at Hoxton Wealth USA LLC with a Series 65 designation. He has been active in investment advisory roles since 2018, including positions at Hoxton Capital Management (Europe) Ltd. and Hoxton H CAP (Middle East), where he serves as Client Relationship Manager. His background also includes experience outside the financial industry. Hoxton Wealth USA LLC serves individual clients with international pension assets, particularly expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm employs a network model of independent Investment Adviser Representatives and focuses on pension transfer advice, portfolio management, and financial planning using a non-discretionary core-and-satellite investment approach.
Luke B
Series 65
Jersey City, NJ
Hoxton Wealth
Luke Bennett is a financial advisor at Hoxton Wealth USA LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Devere Group and as a self-employed advisor. Bennett is also involved with Hoxton Capital Management FZE, a Dubai-based firm focused on financial services and investment opportunities. Hoxton Wealth USA primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent advisers and emphasizes pension transfer advisory, portfolio management, and tailored investment strategies.
Charles W
Series 65
Jersey City, NJ
Hoxton Wealth
Charles Whitebread is a financial advisor at Hoxton Wealth USA LLC with one year of industry experience. He holds a Series 65 credential and has previously worked with several Hoxton entities, including Hoxton Capital Management FZE and Hoxton Wealth (UK) Ltd. His background also includes roles outside finance, such as with Brighton & Hove Albion Football Club and Humanscale. Hoxton Wealth USA LLC serves individual clients with international pension assets, particularly expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm emphasizes pension transfer and SIPP advisory services, using a network model of independent advisers and a core-and-satellite investment approach tailored to clients’ risk profiles.
Wadea A
Series 65
Jersey City, NJ
Hoxton Wealth
Wadea Alabdi is a financial advisor at Hoxton Wealth USA LLC with one year of industry experience. He holds a Series 65 credential and has worked with Hoxton Capital Management LTD since 2023, in addition to his current role at the U.S. firm. Prior to that, he was employed at Brite Advisors and Devere Acuma, and he also has experience from the University of Essex. Alabdi is involved with Hoxton Capital Management (UK) LTD as an investment advisor, dedicating significant time to developing financial plans and client services. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm specializes in pension transfer and SIPP advisory services and employs a network model with a focus on non-discretionary portfolio management using a core-and-satellite investment approach.
Francesco M
Series 65
Jersey City, NJ
Hoxton Wealth
Francesco Morabito is a financial advisor at Hoxton Wealth USA LLC with three years of industry experience. He holds a Series 65 designation and has worked with Hoxton Capital entities in the US, UK, and Dubai since 2020, as well as with Acuma from 2011 to 2020. Outside of his advisory role, he is involved in promoting financial investment opportunities through Hoxton Capital Management FZE in Dubai. Hoxton Wealth USA primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm operates a network model of independent investment advisers and focuses on pension transfer and SIPP advisory services, using a core-and-satellite portfolio approach tailored to clients’ risk attitudes.
Callum M
Series 65
Jersey City, NJ
Hoxton Wealth
Callum Mc Kinney is a financial advisor at Hoxton Wealth USA LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at H Capital Financial Products Promotion LLC and Brite Advisors LLC, as well as experience at Lloyds Banking Group and Ulster University. Outside of advisory work, he is involved in business development at H Capital Financial Products Promotion LLC, focusing on identifying and pursuing new client opportunities globally. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent advisers and emphasizes pension transfer and SIPP advisory services, managing assets largely on a non-discretionary basis through model portfolios tailored to clients’ risk attitudes.
Adam L
Series 65
Jersey City, NJ
Hoxton Wealth
Adam Liddelow is a financial advisor at Hoxton Wealth USA LLC with over nine years of experience in wealth management, including ten years at LFS Wealth Management. He holds a Series 65 designation and has been with Hoxton Wealth since 2025, working with both the UK and US entities. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, especially expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent advisers and focuses on pension transfer advice, portfolio management, and financial planning, managing a significant portion of assets on a non-discretionary basis.
Jonathan B
Series 65
Jersey City, NJ
Hoxton Wealth
Jonathan Brookes is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 designation and five years of industry experience. He is also involved in several related firms, including Station International Ltd., where he serves as founder and financial adviser, and Hoxton Capital Management FZE as a partner. Outside of advisory roles, Mr. Brookes is the majority owner and director of Station Management Services, LTD, a UAE-based firm providing management and training services. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm employs a network model of independent advisers and emphasizes non-discretionary management using model portfolios tailored to clients’ risk attitudes.
Antony M
Series 65
Jersey City, NJ
Hoxton Wealth
Antony Marziban is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 credential and three years of industry experience. He has worked at multiple firms within the Hoxton network, including Hoxton Capital Management FZE and Hoxton Capital Management (Europe) Ltd., where he currently dedicates a significant portion of his time. Prior to joining Hoxton, he held roles at Devere Acuma and HSBC UK. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, especially expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm manages assets largely on a non-discretionary basis through a network of independent advisers and employs a core-and-satellite investment approach tailored to clients’ risk profiles.
Dean E
Series 65
Jersey City, NJ
Hoxton Wealth
Dean Elliott is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 designation and three years of industry experience. He has worked at Hoxton Capital Management USA, LLC since 2022 and previously spent 16 years at Forth Capital. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, especially expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm operates through a network of independent Investment Adviser Representatives and focuses on pension transfer and SIPP advisory services, portfolio management, and financial planning.
Linda L
Series 65
Jersey City, NJ
Hoxton Wealth
Linda Lago Serrudo is a Series 65-licensed financial advisor with Hoxton Wealth USA LLC, bringing one year of industry experience. She has worked with Hoxton Capital Management entities in the U.S., the U.K., and the UAE since 2022, alongside prior roles at Lucerna Wealth and Jones Regan Wealth Management. Hoxton Wealth USA primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens, offering pension transfer and SIPP advisory services, ongoing portfolio management, and financial planning. The firm operates a network model of independent advisers and manages a significant portion of assets on a non-discretionary basis.
Christopher B
Series 65
Jersey City, NJ
Hoxton Wealth
Christopher Ball is a Series 65-licensed financial advisor with Hoxton Wealth USA LLC and has five years of industry experience. He has held executive and advisory roles at multiple Hoxton Capital Management entities across Australia, the UAE, and the UK since 2017. Prior to joining Hoxton, he worked at deVere Group from 2014 to 2018. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent advisers and employs a core-and-satellite approach to portfolio construction, with a focus on non-discretionary management.
Dewi E
Series 65
Jersey City, NJ
Hoxton Wealth
Dewi Evans is a financial advisor at Hoxton Wealth USA LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at GSB Capital Ltd., DeVere Acuma, and Markets Index. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm employs a network model of independent Investment Adviser Representatives and focuses on pension transfer advisory, portfolio management, and tailored financial planning.
Avi S
Series 65
Jersey City, NJ
Hoxton Wealth
Avi Shah is a financial advisor at Hoxton Wealth USA LLC with four years of industry experience. He holds a Series 65 designation and has worked with multiple Hoxton entities since 2020, including roles in the UK and Europe. His background includes six years at deVere Group and ongoing involvement in investment advice and financial planning across several international locations. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm operates through a network of independent advisers and focuses on pension transfer services, ongoing portfolio management, and a model portfolio approach tailored to clients’ risk attitudes.
Anastasia Z
Series 65
Jersey City, NJ
Hoxton Wealth
Anastasia Zadavina is a financial advisor at Hoxton Wealth USA LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Astute Private Wealth Ltd, Quilter Cheviot, and StepChange Debt Charity. She is also involved with Hoxton Capital Marketing Management LLC, a management consulting firm where she works as a paraplanner. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, particularly expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm operates through a network model of independent Investment Adviser Representatives and focuses on pension transfer and SIPP advisory services, ongoing portfolio management, and financial planning.
Jesper C
Series 65
Jersey City, NJ
Hoxton Wealth
Jesper Christensen is a Series 65-licensed financial advisor at Hoxton Wealth USA LLC with two years of industry experience. He has worked at both Hoxton Capital Management USA LLC and Hoxton Capital Management (UK) Ltd since 2023. Prior to that, he held roles at Arlo International and various academic institutions. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent Investment Adviser Representatives and employs a core-and-satellite investment approach tailored to clients’ risk attitudes.
Derik A
Series 65
Jersey City, NJ
Hoxton Wealth
Derik Antony is a financial advisor at Hoxton Wealth USA LLC with one year of industry experience. He holds a Series 65 designation and has worked at Hoxton Capital Management FZE since 2022, where he serves as an investment analyst. His prior roles include positions at deVere Group and academic institutions such as Queen Mary University and the University of Sussex. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent advisers and focuses on pension transfer and SIPP advisory services, employing a core-and-satellite investment approach tailored to clients’ risk attitudes.
Lewis S
Series 65
Jersey City, NJ
Hoxton Wealth
Lewis Smith is a financial advisor at Hoxton Wealth USA LLC with one year of industry experience. He holds a Series 65 designation and has worked with Hoxton Capital Management USA and Hoxton Capital Management FZE since 2024. In addition to his advisory role, he dedicates significant time to providing wealth planning and advisory services to clients in the United Arab Emirates through Hoxton Capital Management FZE. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm operates through a network of independent Investment Adviser Representatives and focuses on pension transfer and SIPP advisory services, using model portfolios aligned with clients’ risk attitudes.
Oscar B
Series 65
Jersey City, NJ
Hoxton Wealth
Oscar Bugeja is a financial advisor at Hoxton Wealth USA LLC with two years of industry experience. He holds a Series 65 designation and has worked at Hoxton Capital Management USA LLC and Hoxton Capital Management FZE, among other firms. Outside of his U.S. advisory role, he is also an investment adviser representative for Hoxton Capital Management FZE in the United Arab Emirates. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm utilizes a network model of independent advisers and manages a significant portion of assets on a non-discretionary basis using a core-and-satellite investment approach tailored to clients’ Attitude to Risk.
Aaron S
Series 65
Jersey City, NJ
Hoxton Wealth
Aaron Stevenson is a financial advisor with Hoxton Wealth USA LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Airbus UK and several financial firms including Brite Advisors and deVere Group. He also serves as a consultant for Hoxton Capital Management (Europe) Ltd., focusing on financial planning. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, especially expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm offers pension transfer and SIPP advisory services, ongoing portfolio management, and employs a core-and-satellite investment approach tailored to clients’ risk attitudes.
Bradley H
Series 65
Jersey City, NJ
Hoxton Wealth
Bradley Hamilton is a financial advisor at Hoxton Wealth USA LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Blacktower Financial Management (US) LLC, Blacktower Cayman, and DeVere USA INC. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, especially expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm focuses on pension transfer and SIPP advisory services, ongoing portfolio management, and financial planning, managing approximately $470 million in assets on a non-discretionary basis.
Matthew D
Series 65
Jersey City, NJ
Hoxton Wealth
Matthew Dean is a financial advisor at Hoxton Wealth USA LLC with five years of industry experience. He holds a Series 65 designation and has worked at Hoxton Capital Management USA LLC since 2020 and Hoxton Capital Management Ltd. since 2017. Outside of advisory work, he is an owner of Brittania Global Ltd., a private real estate investment firm in the United Kingdom. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, including expatriates with UK pensions and U.S. citizens seeking financial planning and investment management. The firm uses a network model of independent advisers and focuses on pension transfer and SIPP advisory services, employing a core-and-satellite investment approach aligned with clients’ risk attitudes.
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33 advisors near New York, NY
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