Unclaimed Profile

William James Garvey

HILTON CAPITAL MANAGEMENT, LLC·GARDEN CITY, New York

Series 3, Series 7, Series 63, Series 65Clean record5 years registeredHILTON CAPITAL MANAGEMENT, LLC

1010 FRANKLIN AVENUE, GARDEN CITY, NY 11530CRD# 2336334Firm CRD# 116357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William James Garvey · GARDEN CITY, NY

Registration

CRD #2336334 · HILTON CAPITAL MANAGEMENT, LLC · 5 years registered

Brand Profile

Not yet started

Career History

HILTON CAPITAL MANAGEMENT, LLC

Jul 2021 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · July 13, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HILTON CAPITAL MANAGEMENT, LLC

CRD 116357 · SEC 801-60776

AUM

$2.4B

Regulatory assets under management

Employees

1,562 client accounts

Services offered by HILTON CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at HILTON CAPITAL MANAGEMENT, LLC →

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GARDEN CITY?

Browse all registered financial advisors in GARDEN CITY, New York or claim this profile if it's yours.

Browse GARDEN CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William James Garvey offer?

William James Garvey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GARDEN CITY, New York for a consultation.

What are William James Garvey's credentials?

William James Garvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William James Garvey located?

William James Garvey is based in GARDEN CITY, New York, working with HILTON CAPITAL MANAGEMENT, LLC. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.

How does William James Garvey charge for services?

William James Garvey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HILTON CAPITAL MANAGEMENT, LLC?

HILTON CAPITAL MANAGEMENT, LLC has approximately 24 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →