Direct booking
Book time directly with this advisor, no back-and-forth required
3 advisors near New York, NY
Based on your filters
Nathan F
Series 63, Series 65
Brooklyn, NY
Kensington Wealth Management, LLC
Nathan Fisch is the sole advisor at Kensington Wealth Management, LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been associated with Kensington Capital Corp. since 1997 and began his role at Kensington Wealth Management in 2025. Kensington Wealth Management, LLC is a newly established investment adviser that has not yet commenced advisory services. The firm plans to offer discretionary portfolio management, access to third-party asset managers through the Interactive Brokers platform, and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. Its investment approach includes tailored portfolios across multiple asset classes and trading strategies, with oversight of delegated investment authority and noted affiliations and fee structures disclosed as potential considerations for clients.
Jeffrey S
Series 63, Series 65
Brooklyn, NY
Kensington Wealth Management, LLC
Jeffrey Simon is a financial advisor at Kensington Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kensington Capital Corp since 2018. Kensington Wealth Management, LLC is a newly organized investment adviser planning to offer discretionary portfolio management, access to third-party asset managers, and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a tailored investment approach across various asset classes and may use multiple trading strategies while retaining discretion over third-party manager selection and oversight.
Moses S
Series 63, Series 65
Brooklyn, NY
Kensington Wealth Management, LLC
Moses Silver is a financial advisor at Kensington Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kensington Capital Corp. since 1994. Outside of his advisory role, he serves on the board of Beis Menachem, attending monthly meetings. Kensington Wealth Management, LLC is a newly organized investment adviser that plans to provide discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, and charitable organizations. The firm’s approach involves tailoring portfolios across various asset classes and employing multiple trading strategies while maintaining discretion over third-party manager selection and oversight.
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.
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")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
3 advisors near New York, NY
Based on your filters