FIND A USMART (USA) FINANCIAL ADVISOR NEAR ME
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CRD#: 329365
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for USMART (USA) Comes From
Understanding the Statistics for USMART (USA) and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
477 Madison Avenue 6th Fl Suite 631-635c, New York, NY, 10022
Mailing Address
477 Madison Avenue 6th Fl Suite 631-635c, New York, NY, 10022
Firm Size
Small
Phone Number
(646) 673-8611
Established
New York since 11/10/2023
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at USMART (USA)
JS
Jonathan Slone
RR
CRD#: 2150608
Location:
Rhinebeck, NY
Company:
USMART (USA)
Disclosures:
Experience:
33 years
SZ
Stephen Peter Zak
RR
CRD#: 2423424
Location:
New York, NY 10022
Company:
XTELLUS CAPITAL PARTNERS, INC.
Disclosures:
Experience:
26 years
JV
Joseph Charles Vigliarolo
RR
CRD#: 4880434
Location:
Danbury, CT
Company:
ALDERMAN & COMPANY CAPITAL, LLC
Disclosures:
Experience:
21 years
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