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4 advisors near New York, NY
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Kenneth M
Series 63, Series 65
New York, NY
U.S. Capital Wealth Advisors, LLC
Kenneth Mathieson is a financial advisor at U.S. Capital Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Laidlaw Wealth Management, Steward Partners, and Raymond James Financial Services. U.S. Capital Wealth Advisors, LLC provides wealth management and financial planning services to individual investors, family offices, institutions, charitable organizations, and businesses. The firm employs a diverse investment approach that includes fundamental, technical, and quantitative analysis, utilizing external managers and various model programs to serve its client base.
John M
Series 66
New York, NY
U.S. Capital Wealth Advisors, LLC
John Mcdermott is a financial advisor at U.S. Capital Wealth Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Laidlaw Wealth Management, Bank of America, and Merrill. U.S. Capital Wealth Advisors provides wealth management and financial planning services to individual investors, family offices, institutions, charitable organizations, and businesses. The firm employs a multi-faceted investment approach that includes fundamental, technical, and quantitative analysis, utilizing external managers, model programs, and a variety of investment vehicles.
Jake G
Series 66
New York, NY
U.S. Capital Wealth Advisors, LLC
Jake Given is a financial advisor at U.S. Capital Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Ernst & Young. U.S. Capital Wealth Advisors provides wealth management and financial planning to individual investors, family offices, institutions, charitable organizations, and businesses. The firm manages approximately $7.28 billion in assets and employs a multi-faceted investment approach that includes fundamental, technical, and quantitative analysis, as well as external managers and model programs.
Keith H
Series 63, Series 65
New York, NY
U.S. Capital Wealth Advisors, LLC
Keith Hassan is a financial advisor at U.S. Capital Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Laidlaw Wealth Management and Convergex Execution Solutions. U.S. Capital Wealth Advisors provides wealth management and financial planning services to individual investors, family offices, institutions, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and utilizes a range of investment vehicles and third-party technology to manage client portfolios.
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4 advisors near New York, NY
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