AdvisorOS Directory
Claim Profile
NW

Neil Adam Wallack

1901 PARTNERS MANAGEMENT, LP·KINGS PARK, New York
Unclaimed Profile
1 VILLAGE PLAZA, KINGS PARK, NY 11754CRD# 6411473Firm CRD# 173444
01

About

Neil Adam Wallack is a registered financial advisor based in KINGS PARK, New York, affiliated with 1901 PARTNERS MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
1901 PARTNERS MANAGEMENT, LP
1901 PARTNERS MANAGEMENT, LP
AUM
$97M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at 1901 PARTNERS MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6411473
Firm CRD# 173444
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KINGS PARK?

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

Browse KINGS PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Neil Adam Wallack offer?
Neil Adam Wallack specializes in Retirement Planning. Contact their office in KINGS PARK, New York for a consultation.
What are Neil Adam Wallack's credentials?
Neil Adam Wallack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Adam Wallack located?
Neil Adam Wallack is based in KINGS PARK, New York, working with 1901 PARTNERS MANAGEMENT, LP. Their office serves clients in the KINGS PARK metropolitan area and surrounding communities.
How does Neil Adam Wallack charge for services?
Neil Adam Wallack's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1901 PARTNERS MANAGEMENT, LP?
1901 PARTNERS MANAGEMENT, LP is a registered investment adviser with the SEC, managing $97M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in KINGS PARK
Daniel Brown Penrod — 1901 PARTNERS MANAGEMENT, LPBryan Russell Begley — 1901 PARTNERS MANAGEMENT, LPRobert Edward Hougie — 1901 PARTNERS MANAGEMENT, LPBrian Scott Cohen — 1901 PARTNERS MANAGEMENT, LP
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile