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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

8 advisors near New York, NY

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Ardian H

Series 66

New York, NY

Newedge Advisors

Ardian Hasko is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Management and B. Riley Securities prior to joining NewEdge Advisors in 2025. Outside of his advisory role, Mr. Hasko serves as a board member of Equality Charter School and is the board president of Kew Garden Hills Apartment Owners Inc. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Retirement plans for business owners (SEP, solo 401k)
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Jacen M

Series 66

New York, NY

Newedge Advisors

Jacen Marzocco is an investment advisor representative at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors and LPL Enterprise since 2025. Outside of his advisory role, he has held positions at Cafe Amici and Indian Trail Club. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, using a range of investment vehicles and analytic approaches.

Retirement plans for business owners (SEP, solo 401k)
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Robert B

Series 63, Series 65

New York, NY

Newedge Advisors

Robert Brous is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of advisory roles, he serves as Managing Principal of Advisium Wealth Management, LLC, overseeing accounting and HR functions. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a range of analytic approaches and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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Roland P

CFP®, Series 66

Montclair, NJ

Newedge Advisors

Roland Prestenback III is a CFP® with 15 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2017. He has also been associated with LPL Financial since 2010. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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Daniel R

CFP®, Series 63, Series 65

New York, NY

Newedge Advisors

Daniel Riso is a CFP® professional with 16 years of industry experience, currently serving at NewEdge Advisors since 2021. His prior experience includes roles at Triad Advisors, Equitable Advisors, and Axa Advisors. Outside of his advisory work, he is the founder and CEO of DJR Consulting Group, which provides business coaching and consulting services to business owners and privately held companies without charging fees. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program combining asset management with financial planning, employing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Retirement plans for business owners (SEP, solo 401k)
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Mathew R

Series 66

New York, NY

Newedge Advisors

Mathew Rough is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Equitable Advisors and AXA Advisors. He is also involved with Periscope Wealth Management, operating under the DBA Goss Advisors. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Retirement plans for business owners (SEP, solo 401k)
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Andrew K

Series 66

New York, NY

Newedge Advisors

Andrew Koris is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2023. His prior experience includes roles at Oppenheimer and Morgan Stanley, including Morgan Stanley Private Bank. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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Joseph D

Series 65, Series 66

New York, NY

Newedge Advisors

Joseph Dimauro is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at NewEdge Advisors since 2021, following a 17-year tenure at Equitable Advisors and Axa Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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