A complete list of active advisors currently associated with Hillcrest Wealth Advisors - NY, LLC

Warmer can help you find a great advisor at Hillcrest Wealth Advisors - NY, LLC or one who fits your needs even better.

Hillcrest Wealth Advisors - NY, LLC provides discretionary investment management, financial planning, portfolio reporting, and performance monitoring to individuals, high‑net‑worth clients, executives and employees, as well as endowments and trusts. The firm also assists clients with retirement account rollover analysis and delivers semi‑annual (or on‑demand) portfolio summary reports. The firm typically implements client Investment Policy Statements and manages accounts on a discretionary basis using a mix of ETFs, mutual funds and third‑party separate account managers, with core index ETF exposures for large‑cap equities and satellite sector ETF allocations (generally up to 10%) to seek incremental returns. Fixed‑income implementation can include mutual funds, laddered bond portfolios, or institutional bond managers, and investment custody and execution are routed through Charles Schwab’s institutional platform. Hillcrest reports approximately $390.7 million in discretionary regulatory assets under management and a materially larger advisory footprint in assets‑under‑advisement, an AUM‑per‑advisor level that is uncommon among similar supported firms. The brochure also discloses a few operational distinctions versus many peers — for example, the firm does not aggregate multiple client trades into batched orders and it does not receive soft‑dollar benefits — which can affect trade execution and the sources of research and service the adviser uses.

To learn more about the advisors currently working at Hillcrest Wealth Advisors - NY, LLC, 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.