A complete list of active advisors currently associated with Traynor Capital Management

Warmer can help you find a great advisor at Traynor Capital Management or one who fits your needs even better.

Traynor Capital Management provides discretionary and non-discretionary portfolio management, financial planning, retirement plan and corporate consulting, and business funding consulting tied to Rollover Business Solutions (ROBS). Its clients include individual and high-net-worth investors as well as corporate pension, 401(k) and charitable/institutional clients. The firm tailors portfolios using model strategies and a proprietary security-selection process, emphasizing direct equity ownership across large-, mid-, small-cap and international categories; portfolios typically hold 20–50 holdings. Traynor combines fundamental, technical and charting analysis and may employ options, margin and various ETFs (including leveraged ETFs) as appropriate, while noting tax efficiency is not a primary management objective. Notable distinctions are its multi-billion dollar asset base managed by a relatively small advisory team and single-office structure, resulting in a higher client-to-advisor ratio than many peers. The firm also has an established operational relationship with ROBS providers—providing no-cost assistance to business-funding clients and receiving referral opportunities—which it discloses and manages through internal policies to address potential conflicts of interest.

To learn more about the advisors currently working at Traynor Capital Management, 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.