(New York State incorporated 2004) Celebrating 20 years.
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Financial Adviser Services
(New York State incorporated 2004)
United States Securities Exchange Commission (SEC) Firm ID 170047
CEO Anthony V. Pranzo
Financial Adviser Services
(New York State incorporated 2004)
United States Securities Exchange Commission (SEC) Firm ID 170047
CEO Anthony V. Pranzo
Preeminent
A service for ultra-high-net-worth.
Evaluating and defining access to top-performing money managers worldwide.
Verifying performance and overall ability of wire house institutions to financial professional(s).
Advice only, fee for service and/or active account management.
"Dawdling with dutiful online brokers, personally contacting or walking into the office of a wealth manager or national broker-dealer is not an option, especially not the ones at the end of a strip mall or community corner."
Understood!
“No hyperfocus on account transfers or assets under management to ensure premier unbiased advice with access to a variety of top wealth managers for a multitude of probabilities."
Understood!
Prominent
Available to individuals, institutions, and all types of local and international government agencies seeking strategies.
Available to FINRA Registered Broker/Dealers & RIAs. SEC/State formation, compliance risk assessment.
Global conditions illuminate the urgency for diversification. In some instances, this can mean multiple registered firms and registered representatives, including international financial institutions and their representatives.
A selective process for interested parties to ensure high-quality service.
Financial Adviser, Fee for services :
Asset or account transfers are not required. Keep your team in place. Continuously ascertain financial plans and the overall ability of financial professional(s). A Registered Investment Adviser (RIA) for one-time or ongoing advice. Current overall financial plan can be reviewed and adjusted as needed. Registered Broker/Dealers, RIAs, and representatives - compliance adviser services available. Service for equity professionals, institutional clients, asset managers, foundations, hedge funds, banks, brokerages, pensions, endowments, corporations, and governments. Delivering market insight, growth strategies, compensation plans, regulation consulting, risk management, and all stages of crisis management.
The first consultation is complimentary.
Further services encompass 24/7 availability, and appointments may be managed here as needed.