Financial Spyglass®

Public-record details

Address

80 Theodore Fremd Ave, Rye, NY 10580

Phone

(914) 921-6800

Listed under

Financial planning, Flat / fixed fees

Legal name

The Art of Your $Trategy DBA Financial Spyglass®

CRD number

166378

Registration

State registered: NY

Compensation (Form ADV 5.E)

Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops

Regulatory assets under management

$9.6 million

Accounts managed

13

Clients reported (Form ADV 5.D)

5

Individual / high-net-worth clients

0 / 5

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-11

State registered (NY) investment adviser, CRD 166378, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 166378 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

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.