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FIND A MONNESS CRESPI HARDT & CO., INC. FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at MONNESS CRESPI HARDT & CO., INC.

CRD#: 7424
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
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

Overview

MONNESS CRESPI HARDT & CO., INC. is located at 767 Third Avenue, New York, NY 10017-2047 and was first established at New York, New York in 11/01/1996. After operating for 29 years, MONNESS CRESPI HARDT & CO., INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MONNESS CRESPI HARDT & CO., INC.’s clients are individuals and 0% of their clients are high net worth individuals. MONNESS CRESPI HARDT & CO., INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MONNESS CRESPI HARDT & CO., INC. are registered to handle securities or provide financial advice. The firm has 4 disclosures, 4 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MONNESS CRESPI HARDT & CO., INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MONNESS CRESPI HARDT & CO., INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for MONNESS CRESPI HARDT & CO., INC. Comes From

Understanding the Statistics for MONNESS CRESPI HARDT & CO., INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
4

FIRM INFORMATION

Main Address
767 Third Avenue, New York, NY 10017-2047
Mailing Address
767 Third Avenue, New York, NY 10017-2047
Firm Size
Small
Phone Number
(212) 838-7575
Established
New York since 11/01/1996
Firm Type
Other Types of Legal Formation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CRESPI, NEIL STEVENPRESIDENT/ (CEO-EQUIVALENT)857348
MONNESS, ANDREW JAMESCHAIRMAN/FINOP338145
BLANCO, WILLIAM JOHNVICE PRESIDENT/FINOP2759359
FERGUSON-MORAN, KAREN ANNCCO4669988

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Advisor's working at MONNESS CRESPI HARDT & CO., INC.

BW

Brian John White

RR
CRD#: 2258162
Location:
New York, NY 10017-2047
Company:
MONNESS CRESPI HARDT & CO., INC.
Disclosures:
Experience:
32 years
View Profile
KF

Karen Ann Ferguson-moran

RR
CRD#: 4669988
Location:
New York, NY 10017
Company:
MONNESS CRESPI HARDT & CO., INC.
Disclosures:
Experience:
22 years
View Profile
AF

Andrew Stephen Ferretti

RR
CRD#: 6355213
Location:
New York, NY 10017-2047
Company:
MONNESS CRESPI HARDT & CO., INC.
Disclosures:
Experience:
6 years
View Profile
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