MG
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
20 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$10.1B
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Advisor Information
Office location
51 Madison Avenue, New York, NY, 10010
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Catalyst Capital Advisors LLC
September 2025 - Present · 4 mos
Alt Fund Distributors LLCBroker
September 2025 - Present · 4 mos
Previous Registrations
New York Life Investment Management LLC
November 2022 - July 2025 · 2 yrs 8 mos
Nylife Distributors LLCBroker
November 2022 - July 2025 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
January 2022 - October 2022 · 9 mos
Equitable Advisors, LLC Broker
August 2021 - September 2021 · 1 mo
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.