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 serves individual and high‑net‑worth clients as well as corporate retirement plans, endowments, and foundations, offering portfolio management, financial planning, retirement plan/corporate consulting, and business funding consulting tied to ROBS (rollover business solution) transactions. The firm provides both discretionary and non‑discretionary management and describes financial planning as a value‑added complement to its portfolio services. The firm’s investment approach emphasizes tailored strategies across multiple asset classes with a notable emphasis on direct stock ownership across large, mid, small cap and international categories; typical portfolios hold roughly 20–50 positions and are constructed using a proprietary methodology that evaluates industry potential, earnings projections, leadership and valuation. Portfolios are monitored and rebalanced as market conditions and client circumstances change, and the firm uses a mix of analytical techniques including fundamental, technical and charting analysis. Compared with peers, Traynor stands out for its scale relative to team size — managing over $2.4 billion with a seven‑advisor team — which results in an unusually high amount of assets per advisor. The firm also maintains a formal relationship with third‑party ROBS providers and a designated administrative team that spends substantial time facilitating business‑funding account openings and transfers, a source of referral flow into its investment advisory business.
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.
You can also browse Traynor Capital Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Brookville, NY
| 26
| |
Malvern, PA
| 10
| |
Malvern, PA
| 38
| |
Canton, GA
| 4
| |
Malvern, PA
| 9
| |
Malvern, PA
| 35
| |
Malvern, PA
| 3
|
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