CRD: 125537
Financial Advisor Network, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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