A complete list of active advisors currently associated with New York Financial AVP, LLC
Warmer can help you find a great advisor at New York Financial AVP, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at New York Financial AVP, 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.
Name |
Location |
Years of experience |
|---|---|---|
New York City, NY
| 17
|
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