Variety RIA LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management, financial planning, and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and businesses. It is a newly formed, registered investment adviser (established and registered in 2025) with a single principal and reported no assets under management as of the most recent filing.
Investment decisions are guided by an asset-allocation framework grounded in Modern Portfolio Theory and a mix of passive and active funds, with a long-term holding orientation and discretionary trading authority when clients agree. The firm recommends institutional custodians and relies on custodian valuations and individual-account trade execution rather than block trading.
Notably, the firm’s principal maintains outside business activities that include a licensed real estate brokerage/property management entity and ownership of a tax-preparation business, and continues to practice as a pharmacist; the brochure discloses these affiliations and states clients are not solicited for the real estate business and are not required to use the tax services. These outside activities, together with the firm’s recent formation and lack of AUM, are highlighted in the brochure and disclosed as potential conflicts with described mitigation measures.
Client services
Expertise
Occupation focus
Fee options
1.25% annually, charged quarterly in advance
Fee-only: Fee-only firm, compensated solely by advisory fees
Main office
Brooklyn NY
Advisors at this office
1
Most active in
New York
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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