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State DirectoryInvestment Advisory Service in Upper West Side, NY
4. Wisdom Tree
245 Park Ave, New York, NY, 10167
From Business: WisdomTree Trust is registered as an investment company with the U.S. Securities and Exchange Commission. The company is a wholly owned subsidy of WisdomTree Investments, which…
7. EwarehouseOne Investments
115 E 57th St, New York, NY, 10022
From Business: We are a Privately held Independently owned investment firm structured to provide commercial financial services thourgh offering warehouse lines of credit to professional firms.
8. M.D. Sass, Inc
55 W 46th St, New York, NY, 10036
From Business: Operational for more than 30 years, M.D. Sass Investors Services is one of the leading investment management firms in the United States. The company and its affiliates, First…
10. Mac Kay Shields
1345 Avenue Of The Americas, New York, NY, 10105
From Business: Founded in 1938, MacKay Shields has grown steadily throughout the years through rapidly changing market environments. Becoming a registered investment advisor in 1969, MacKay…
11. Wafra Investment Advisory
345 Park Ave, New York, NY, 10154
From Business: Founded in 1985, Wafra Investment Advisory Group is an investment management company regulated by the U.S. Securities and Exchange Commission. The company has expertise in…
12. Pallares, Beatriz
1133 Madison Ave, New York, NY, 10028
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
13. Chartwell Investments II
125 E 83rd St, New York, NY, 10028
From Business: Founded in 1992, Chartwell Investments is a New York based private equity firm. Chartwell Investments focuses on solving family succession issues, intricate tax and public…
14. Metropolitan Capital Partners
830 Park Ave, New York, NY, 10021
From Business: Metropolitan Capital Advisors ( MCA ) is a New York-based investment management firm founded in July 1992.
15. Fidelity Investments
13A W 61st St, New York, NY, 10023
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
16. Ionescu, Rossana
2831 Broadway, New York, NY, 10025
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
17. Drake Management
954 Lexington Ave, New York, NY, 10021
From Business: Founded in 2001, Drake Management offers fixed-income management services to investors worldwide. It is registered with the Securities and Exchange Commission. It offers a…
18. Rice Financial Products
3 Columbus Cir, New York, NY, 10019
From Business: Founded in 1993, Rice Financial Products Company is an underwriter of municipal bonds in the United States. Located in New York, N.Y., it provides services to municipalities…
19. Kokini, Irina
1230 3rd Ave, New York, NY, 10021
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
20. Bertelsmann Education Group
1745 Broadway, New York, NY, 10019
From Business: With annual revenues of more than $15 billion and operations in over 50 countries, Bertelsmann is one the world s leading media companies. The company has presence in various…
21. Donald Smith & Co
152 W 57th St Fl 22, New York, NY, 10019
From Business: Established in 1975 as Home Portfolio Advisors Inc., Donald Smith & Co. Inc. is an employee-owned firm, which received its present name in 1983. It is a registered investment…
22. CG Sawaya Partners
888 7th Ave, New York, NY, 10106
From Business: Sawaya Segalas & Co., LLC is a boutique investment bank formed to serve clients in the consumer industry. The firm provides investment banking services to brand-based…
23. Capital Dynamics, Inc
156 W 56th St, New York, NY, 10019
From Business: Capital Dynamics is an independent private equity asset manager. We offer a wide range of private equity products and services: funds of funds, direct investments, separate…
24. Domzal, Angela Smith
910 8th Ave, New York, NY, 10019
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
25. Pallares, Beatriz
1110 3rd Ave, New York, NY, 10065
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
26. Portman Ridge Finance Corporation
650 Madison Ave, New York, NY, 10022
From Business: Kohlberg Capital Corporation is a publicly traded business development company. Its middle market investment business originates, structures, finances and manages a portfolio…
27. McElroy, Nina
767 5th Ave, New York, NY, 10153
From Business: Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
28. Jermyn, Trinh, AGT
767 5th Ave, New York, NY, 10153
From Business: Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
29. Heller, Jane
767 5th Ave, New York, NY, 10153
From Business: Welcome to Merrill Lynch in New York, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
30. MidCap Financial Investment Corporation
9 W 57th St, New York, NY, 10019
From Business: Established in 1990, Apollo Investment Corporation is a publicly traded company that generates current income and capital appreciation through debt and equity financing. It is…