Eden Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eden Advisory Services serves individual clients—including high‑net‑worth individuals—and charitable organizations, providing discretionary portfolio management and financial planning. The firm advises across mutual funds, equities, fixed income, ETFs and certain insurance products, and its ongoing portfolio services are billed on an asset‑based basis.
Eden frames client work with a documented Investment Policy Statement and employs a mix of fundamental, technical, quantitative analysis and modern portfolio theory, typically using a long‑term trading approach and seeking discretionary trading authority. The firm supplements its in‑house work with third‑party managers (Astoria Portfolio Advisors) and accesses proprietary strategies and software through a partnership with another registered adviser, while custodial relationships are maintained with a specified broker‑dealer.
What distinguishes Eden from many peers are its networked business relationships and product activities: representatives may sell commissionable insurance and annuity products, the firm provides administrative and operational support to Amidon & Petersen Financials and uses some of their proprietary strategies, and it has disclosed a consulting relationship that includes equity compensation with a private equity firm (Vancor Ventures). These arrangements create potential conflicts that Eden discloses and says it manages by evaluating suitability and making disclosures to affected clients.
Client services
Expertise
Fee options
$1,000 to $5,000
1.4% annually
$80 to $300 per hour
Main office
187 Wolf Rd, Suite 300
Albany NY 12205
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Joseph V
Series 63, Series 66, Series 65
Albany, NY
Eden Advisory Services, LLC
Joseph Ventura is a financial advisor at Eden Advisory Services, LLC in Albany, NY, with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has been associated with Creative Financial Designs Inc and CFD Investments Inc since 2013. Outside of his advisory role, Ventura is involved with Ashley's Farm Stand and works as an independent insurance agent. Eden Advisory Services provides discretionary portfolio management and financial planning to individual clients—including high-net-worth individuals—and charitable organizations. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory, typically employing a long-term trading approach supplemented by third-party managers and proprietary strategies.
Nicholas V
Series 65
Albany, NY
Eden Advisory Services, LLC
Nicholas Ventura is a financial advisor at Eden Advisory Services, LLC with a Series 65 designation and two years of industry experience. He has been with Eden Advisory Services since 2017 and previously worked at Target for one year. Eden Advisory Services serves individual clients, including high-net-worth individuals, and charitable organizations, providing discretionary portfolio management and financial planning using a blend of fundamental, technical, quantitative analysis, and modern portfolio theory. The firm employs a long-term trading approach and supplements its services with third-party managers and proprietary strategies through networked business relationships.
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