1400 Old Country Road, Suite 403n, Westbury, NY 11590
Phone
(516) 877-5900
CRD number
126561
Registration
State registered: NY
Compensation (Form ADV 5.E)
Other (Receive CO Marketing Refferal Fees)
Commissions
None reported (Form ADV Item 5.E)
Clients reported (Form ADV 5.D)
1
Employees
0
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent, accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-21
State registered (NY) investment adviser, CRD 126561, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.
Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.