This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-08-2018
- Office Locations
- 1
Office Locations
About First American Asset Advisory, LLC
First American Asset Advisory (Garden City, NY) is an RIA affiliated with Morgan Wilshire Securities, created to deliver a full-service advisory platform for existing and new clients. The firm serves high-net-worth individuals with asset management and financial planning, including retirement and education funding. Portfolios emphasize ETFs alongside U.S. government/agency fixed income, with risk management tailored to each investor.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL JOHN FINNAN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2311960
- Ownership
- 50% but less than 75%
PAUL JOHN METZ
President
- CRD
- #2443570
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
alfred robert diloreto
Financial Advisor
- CRD
- #6925922
JEFFREY LEW
Investment Advisor
- CRD
- #2246086
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $191,788,380 | $721,009 |
| Total | $191,788,380 | $721,009 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing