Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Pleasantville is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Pleasantville & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Pleasantville, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and non-vetted financial advisors in Pleasantville, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Pleasantville, New York have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
COHANZICK MANAGEMENT LLC 427 Bedford Road, Suite 230 Pleasantville, NY, 10570 | 149772 | $1,291,357,210 | 25 | A Percentage of AUM, Fixed Fees, Performance Based |
CROSSINGBRIDGE ADVISORS, LLC 427 Bedford Road, Suite 220, Pleasantville, NY, 10570 | 286594 | $1,278,242,956 | 6 | A Percentage of AUM |
THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC 427 Bedford Road, Pleasantville, NY, 10570 | 298222 | $1,091,722,310 | 4 | A Percentage of AUM, Fixed Fees, Performance Based |
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