A complete list of active advisors currently associated with Royal Treasure Advisory LLC
Warmer can help you find a great advisor at Royal Treasure Advisory LLC or one who fits your needs even better.
Royal Treasure Advisory LLC provides ongoing portfolio management and investment advice primarily for individual clients, high-net-worth individuals, and pooled investment vehicles. The firm develops an investment policy statement for each client, monitors portfolios on a regular basis, and provides advice for retirement accounts under applicable fiduciary rules. Its investment process combines cyclical, fundamental, modern portfolio theory and technical analysis with a long-term trading orientation across mutual funds, ETFs, fixed income, real estate funds (including REITs), annuities and private placements. While the firm can accept discretionary authority, it currently manages almost all assets on a non-discretionary basis (non-discretionary AUM $97,414 as of December 2025), so clients generally retain final trading authority. Distinctive features include an affiliation with a broker-dealer and a principal who is a registered representative and may accept commissions for securities sales, as well as other business activities (accounting services, real estate sales) and the principal’s role as manager/general partner of a private fund that is not offered to the firm’s clients — arrangements disclosed in the brochure that can give rise to conflicts of interest. The firm operates as a solo practitioner with a very small client base, requires use of specified custodians (Schwab Institutional or Altruist), and does not aggregate trades across multiple client accounts.
To learn more about the advisors currently working at Royal Treasure Advisory 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, NY
| 3
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")