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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

6 advisors near New York, NY

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Liam H

Series 65

New York, NY

WealthEdge Investment Advisors, LLC

Liam Hibbits is a financial advisor at WealthEdge Investment Advisors LLC with a Series 65 credential and two years of industry experience. Prior to joining WealthEdge, he worked in educational roles at Virginia Commonwealth University, Salisbury School, and Xavier High School. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients through discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team, offering customized portfolio management and a range of model strategies that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Private / alternative investments
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Fahad H

CFA®, Series 66

New York, NY

WealthEdge Investment Advisors, LLC

Fahad Hasan is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He is currently with WealthEdge Investment Advisors LLC and has previously worked at Purshe Kaplan Sterling Investments, VOYA Financial Advisors, Arch Global Advisors, and National Brokerage Financial. He also serves as an insurance agent, providing services to legacy contacts. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients through discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team, offering customized individual management and a range of model portfolios that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Private / alternative investments
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John P

Series 63, Series 65, Series 66

New York, NY

WealthEdge Investment Advisors, LLC

John Preston is a financial advisor at WealthEdge Investment Advisors LLC with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Watts Capital Partners LLC and Beech Hill Advisors, Inc. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients with discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team and employs asset allocation alongside fundamental and technical analysis to guide investment decisions.

Private / alternative investments
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Enri D

Series 63, Series 65

New York, NY

WealthEdge Investment Advisors, LLC

Enri Dama is a financial advisor at WealthEdge Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at TSA Portfolio Management, Inc. and Halliday Financial, LLC since 2017, as well as Forefront Capital Markets, LLC from 2013 to 2017. Outside of his advisory roles, he provides consulting services through Ed Hammer LLC. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients with discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team, offering custom portfolios and a variety of model strategies that incorporate asset allocation, fundamental and technical analysis, and tax considerations.

Private / alternative investments
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Gerard A

Series 63

New York, NY

WealthEdge Investment Advisors, LLC

Gerard Addeo is a financial advisor at WealthEdge Investment Advisors LLC with 4 years of industry experience. He holds a Series 63 designation and has been associated with WealthEdge Advisors LLC since 2012. He also has a long-standing connection with affiliated entities WealthEdge Investment Advisors LLC and WealthEdge Tax Advisors LLC. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients through discretionary portfolio management and model portfolio services. The firm manages approximately $402 million across a six-advisor team and offers customized portfolio management alongside a range of model strategies that incorporate tax considerations and both fundamental and technical analysis.

Private / alternative investments
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Mark S

CFP®, Series 63

New York, NY

WealthEdge Investment Advisors, LLC

Mark Salerno is a CFP® with 33 years of industry experience, currently serving as an advisor at WealthEdge Investment Advisors LLC since 2015. He also operates as an independent insurance broker, a role he has held since 2000. WealthEdge Investment Advisors serves individual investors, retirement plans, and corporate clients through discretionary portfolio management and model portfolio services, managing approximately $402 million across a six-advisor team. The firm uses personal investment policy statements and combines asset allocation with fundamental and technical analysis to manage accounts.

Private / alternative investments
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