CRD: 125537
Financial Advisor Network, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-26-2014
- Office Locations
- 1
Office Locations
About Financial Advisor Network, Inc.
Financial Advisors Network is a New York-based registered investment adviser providing full-service, personalized wealth management and comprehensive financial planning. The team emphasizes ongoing client education through events and a quarterly bulletin with tax reports, articles, and market/law updates. It serves individuals and families (including alumni and guests) as well as business owners and entrepreneurs, with portfolios often using ETFs alongside fixed income and custody through Schwab.
Reported data analysis
What the numbers show
Between February 17, 2025 and February 16, 2026, reported AUM decreased 7.5%, from $146.0M to $135.0M.
Across 5 reported observations, AUM increased 3.8% between February 22, 2022 and February 16, 2026, from $130.0M to $135.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 158 clients, or 79 clients per representative. That equates to $854.4K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on February 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Financial Advisor Network, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN NMN TROTTA
Principal
- CRD
- #1853327
- Ownership
- 75% or more
Sandra D'Andrea
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Leslie A Braun
CFP, CPA, Financial Advisor
- CRD
- #7424563
david siegfried
Financial Advisor
- CRD
- #7396740
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,000,000 | $428,571 |
| Non-Discretionary | $0 | -- |
| Total | $135,000,000 | $428,571 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Advisor Network, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.