A complete list of active advisors currently associated with FAO Wealth Inc

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

FAO Wealth provides discretionary asset management to individuals, trusts, and business entities and also serves as a 3(21) fiduciary for qualified retirement plans, offering investment selection, asset allocation, portfolio monitoring, and plan-level advice. Client relationships are documented through individual profiles that record objectives, time horizons, and risk tolerances to tailor ongoing management. The firm constructs portfolios using a mix of analysis methods — including fundamental, technical, charting, and cyclical analysis — and conducts periodic reviews for rebalancing and tax-loss harvesting opportunities. FAO Wealth generally manages accounts on a discretionary basis and directs custody and trade execution through a designated custodian. A distinguishing feature of the firm is the disclosure of affiliated outside businesses: one principal maintains a separate certified public accounting practice and another maintains an insurance practice, and the brochure describes how these activities are disclosed and managed as potential conflicts of interest. Combining individualized portfolio management with explicit ERISA 3(21) plan services and documented conflict-mitigation and personal-trading oversight practices is notable relative to similarly sized supported firms.

To learn more about the advisors currently working at FAO Wealth 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.

You can also browse FAO Wealth Inc's office locations.

Name	Location	Years of experience
Abram Ozeck	Trumbull, CT	9
Floyd Ozeck	Boynton Beach, FL	24

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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