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5 advisors near New York, NY
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Adriano P
CFP®, Series 63, Series 65
New York, NY
Matauro, LLC
Adriano Pisarri is a CFP® with 15 years of industry experience, currently serving at Matauro, LLC. His prior roles include positions at Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Matauro, LLC provides wealth management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, trusts, and business entities. The firm employs a multi-disciplinary investment approach incorporating fundamental, macro, technical, and ESG analysis across a broad range of asset classes and utilizes both discretionary and non-discretionary strategies.
David K
Series 66
North Hollywood, CA
Matauro, LLC
David Kim is a financial advisor at Matauro, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Kim is also engaged in a contracted role involving fixed insurance products. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, macro, technical, and ESG analysis across a broad range of instruments, and it utilizes third-party managers and technology platforms to manage client portfolios.
Eliran A
Series 66
New York, NY
Matauro, LLC
Eliran Abekassis is a financial advisor at Matauro, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and AxA Advisors. Abekassis is also a licensed insurance agent in New York, focusing on life insurance and variable annuities. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multi-disciplinary investment process that includes fundamental, macro, technical, and ESG analysis and utilizes a broad range of instruments and third-party managers to construct and manage portfolios.
Steven V
Series 66
New York, NY
Matauro, LLC
Steven Van Hooker is a financial advisor at Matauro, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Purshe Kaplan Sterling Investments. Van Hooker is also a partner and COO at Matauro, overseeing operations for the wealth management firm. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach combining fundamental, macro, technical, and ESG analysis across a broad range of instruments and offers active management of held-away accounts through technology platforms.
Benjamin M
CFP®, Series 63, Series 65
New York, NY
Matauro, LLC
Benjamin Manley is a CFP® professional with 15 years of industry experience. He is currently with Matauro, LLC and has previously worked at Simplicity Investments, Inc., Purshe Kaplan Sterling Investments, Equitable Advisors, and AXA Advisors, LLC. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities, offering discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a comprehensive investment process that incorporates fundamental, macro, technical, and ESG analysis and utilizes a broad range of investment instruments and third-party managers.
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5 advisors near New York, NY
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