Eden Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eden Advisory Services, LLC provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and charitable organizations. Representatives of the firm who are licensed insurance agents may also offer insurance products, including annuities, in their separate capacities, and those sales are disclosed as commissionable and potentially conflictual with advisory services.
The firm develops client-specific Investment Policy Statements and pursues a long‑term trading approach informed by fundamental, technical, and quantitative analysis as well as modern portfolio theory, often managing accounts on a discretionary basis. Eden augments its in‑house research and portfolio construction through a third‑party investment adviser and by using proprietary strategies and software made available through a strategic partnership with another registered adviser.
Distinctive aspects of the firm include a formal partnership that provides operational support and access to proprietary investment tools, and a consulting relationship with a private equity firm under which the firm receives equity compensation; both relationships are disclosed as potential conflicts of interest. The firm requires use of a specific custodian for client accounts, does not aggregate block trades, and manages approximately $29 million for a relatively small client base while offering services without a stated account minimum.
Client services
Expertise
Fee options
Between $1,000 and $5,000 for financial planning
1.4% annually
Between $80 and $300 per hour
Main office
187 Wolf Rd, Suite 300
Albany NY 12205
Advisors at this office
2
Most active in
Florida · 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 65, Series 66
Albany, NY
Eden Advisory Services, LLC
Joseph Ventura is a financial advisor at Eden Advisory Services, LLC with 8 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at VOYA Financial Advisors, Inc. and Invest Financial Corporation. Outside of his advisory work, Ventura operates Ashley's Farm Stand and serves as an independent insurance agent. Eden Advisory Services provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term investment approach combining fundamental, technical, and quantitative analysis, supported by proprietary tools and third-party research.
Nicholas V
Series 65
Albany, NY
Eden Advisory Services, LLC
Nicholas Ventura is a financial advisor at Eden Advisory Services, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience in entertainment and real estate development. Eden Advisory Services, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs client-specific Investment Policy Statements and a long-term trading approach utilizing fundamental, technical, and quantitative analysis, supplemented by external research and proprietary strategies.
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