Advisers in New City, NY

2 advisers in New City — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Lt Advisors LLC3 E Evergreen Road, Suite 101 Pmb 616 · New City, NY 10956 · (917) 352-3424 · Financial planningCRD 318920 · % of assets, Hourly charges, Fixed fees · $53.5 million AUMSEC registeredNo commissions reported Roventini Financial Services, INC246 N. Main St · New City, NY 10956 · (845) 634-5400 · % of assets managedCRD 142079 · % of assets · $15.0 million AUMState registeredNo commissions reported

Talking to advisers in New City? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.