New York Financial AVP, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New York Financial AVP, LLC provides advice-only financial consulting to a mix of sophisticated clients, including high-net-worth individuals, institutional investors, pension and benefit plans, regulated entities, and financial firms. Its services center on portfolio assessments, adviser selection and oversight, retirement and cash‑flow advising, estate coordination, and investment education rather than discretionary portfolio management or custody of assets.
The firm delivers advisory work remotely from an appointment-based virtual office and does not accept trading authority or custody of client funds. It operates on an hourly advice model instead of charging percentage‑of‑AUM or performance‑based fees, and its analysis and educational work draw on fundamental, technical, cyclical, and charting techniques to inform client decision‑making.
What is noteworthy about the firm is its combination of institutional regulatory and operational consulting with education-focused offerings and workshops, aimed at organizations and professionals as well as individuals. An associated person holds a state life and health insurance license and provides insurance-related guidance strictly on an advice-only basis (no insurance sales or commissions), and the firm does not participate in wrap fee programs, soft-dollar arrangements, or broker-driven referral or compensation arrangements.
Client services
Occupation focus
Demographic focus
Fee options
$2,135.00 per meeting (hourly advisory fee)
Minimum fee: $2,135.00 per meeting after complimentary initial consultation Fee-only: Advice-only hourly fee of $2,135.00 per meeting after the initial complimentary consultation
Main office
40 Wall Street, 28th Floor, Suite 2759
New York City NY 10005-1304
Advisors at this office
1
Most active in
New York
Also doing business as
New York Financial Avp, LLC · New York Financial Avp,LLC · Pranzo, Anthony V
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)