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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

6 advisors near New York, NY

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Gabriel R

Series 65

New York, NY

Stratton Capital Investment Advisory LLC

Gabriel Rabinovici is a financial advisor at Stratton Capital Investment Advisory LLC with a Series 65 designation. He has been with Stratton Capital in various capacities since 2015 and currently works at the firm's New York office. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets across six advisors, serving individuals, high-net-worth clients, trusts, and estates both in the U.S. and primarily internationally. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and occasionally individual stocks, bonds, or options, employing fundamental analysis with a long-term investment orientation.

Active portfolio management
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Shinichiro F

Series 63, Series 65

New York, NY

Stratton Capital Investment Advisory LLC

Shinichiro Fukui Tamura is a financial advisor at SCIA NY LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stratton Capital Investment Advisory LLC, Nova NY LLC, Banco do Brasil Securities LLC, and Bradesco Securities Inc. Outside of his advisory role, he has passive investments in a co-working space franchise and owns residential rental properties in Philadelphia. SCIA NY is an investment manager that provides ongoing portfolio management and prepares customized Investment Policy Statements. The firm emphasizes fixed income while incorporating equities, hedge funds, private equity, TIPS, and non-U.S. securities, using a combination of cyclical, fundamental, modern-portfolio, and technical analysis with a long-term trading orientation.

Active portfolio management
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Lin S

Series 65

New York, NY

Stratton Capital Investment Advisory LLC

Lin Shiow is a financial advisor at Stratton Capital Investment Advisory LLC and holds a Series 65 designation. She has been with Stratton Capital since 2021 and has experience investing in startups as part of an angel investor group. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets for individuals, high-net-worth clients, trusts, and estates, including a significant number of non-U.S. clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and other securities, employing fundamental analysis and ongoing monitoring to align with client objectives and risk tolerance.

Active portfolio management
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Marcelo C

Series 63, Series 65

New York, NY

Stratton Capital Investment Advisory LLC

Marcelo Cabral is a financial advisor at Stratton Capital Investment Advisory LLC with 21 years of industry experience. He has held positions at Bradesco Securities, Inc. and Bradesco Securities UK Limited. Outside of his advisory role, he serves as the U.S. representative and participates on the investment committee of Somma Investimentos, an asset management firm based in Brazil. Stratton Capital Investment Advisory LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and estates, serving both U.S. and international clients. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and individual securities, with a focus on fundamental analysis and ongoing portfolio monitoring.

Active portfolio management
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Vinã­Cius M

Series 65

New York, NY

Stratton Capital Investment Advisory LLC

Vinã­Cius Martins Flores is a financial advisor at Stratton Capital Investment Advisory LLC in New York, NY, holding a Series 65 designation. He has two years of industry experience, all with Stratton Capital. Prior to his advisory role, he has worked in education and served briefly in the Brazilian Army. Stratton Capital Investment Advisory LLC manages approximately $75.2 million in discretionary assets for individuals, high-net-worth clients, trusts, and estates, serving clients both in the U.S. and internationally. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and occasionally individual securities, with a long-term investment approach complemented by tactical adjustments as needed.

Active portfolio management
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Claudio D

Series 65

New York, NY

Stratton Capital Investment Advisory LLC

Claudio Di Pasquale Escobar is a financial advisor at Stratton Capital Investment Advisory LLC with two years of industry experience. He holds a Series 65 designation and has a professional background that includes roles in consulting and legal practice, as well as a 16-year tenure at Banco Bradesco SA. Outside of his advisory work, he operates Di Pasquale Consulting LLC. Stratton Capital Investment Advisory LLC serves individuals, high-net-worth clients, trusts, and estates in the U.S. and abroad, managing approximately $75.2 million in discretionary assets. The firm constructs customized portfolios using low-cost mutual funds, ETFs, and occasionally individual securities, with a focus on long-term investment strategies complemented by tactical adjustments.

Active portfolio management
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