A complete list of active advisors currently associated with Empire State Wealth Advisors Inc

Warmer can help you find a great advisor at Empire State Wealth Advisors Inc or one who fits your needs even better.

Empire State Wealth Advisors Inc provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, and retirement plans. The firm prepares written investment policy statements, offers wrap-fee portfolio management, and — having formed in early 2025 — reported no assets under management on its initial filing. The firm’s investment process draws on multiple methods of analysis (including fundamental, technical, quantitative, cyclical, and charting) and modern portfolio theory, and it generally pursues a long‑term trading approach with both discretionary and non‑discretionary mandates. Financial planning is offered on an hourly basis and the firm also conducts free educational seminars and workshops for participants. Noteworthy distinctions include the firm principal’s licensed affiliations outside the advisory business: registration as a broker‑dealer representative, a partnership in an accounting firm, and state insurance licensure, all of which the brochure discloses and treats as potential conflicts when outside compensation is received. The firm also documents its use of institutional custody, wrap‑fee arrangements, and possible soft‑dollar research benefits — operational features that are less common among peers in this category.

To learn more about the advisors currently working at Empire State Wealth Advisors Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Erguis Mertiri	New City, NY	14

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