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Stuart E Markowitz

WEBER ASSET MANAGEMENT, INC.·LAKE SUCCESS, New York
Unclaimed Profile
1983 MARCUS AVE, LAKE SUCCESS, NY 11042CRD# 5029292Firm CRD# 106267
01

About

Stuart E Markowitz is a registered financial advisor based in LAKE SUCCESS, New York, affiliated with WEBER ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEBER ASSET MANAGEMENT, INC.
WEBER ASSET MANAGEMENT, INC.
AUM
$473M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEBER ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5029292
Firm CRD# 106267
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stuart E Markowitz offer?
Stuart E Markowitz specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAKE SUCCESS, New York for a consultation.
What are Stuart E Markowitz's credentials?
Stuart E Markowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stuart E Markowitz located?
Stuart E Markowitz is based in LAKE SUCCESS, New York, working with WEBER ASSET MANAGEMENT, INC.. Their office serves clients in the LAKE SUCCESS metropolitan area and surrounding communities.
How does Stuart E Markowitz charge for services?
Stuart E Markowitz'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 WEBER ASSET MANAGEMENT, INC.?
WEBER ASSET MANAGEMENT, INC. has approximately 6 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE SUCCESS
Ken Weber — WEBER ASSET MANAGEMENT, INC.Kathleen M Daly — WEBER ASSET MANAGEMENT, INC.David Howard Schwartz — EXCELSIOR OPPORTUNITY ADVISORS LLCFred P. Sloan — EXCELSIOR OPPORTUNITY ADVISORS LLCJames Nicholas Demeo — SHULMAN DEMEO ASSET MANAGEMENT, LLC
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Research
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