AdvisorOS Directory
Claim Profile
AB

Adam Nathaniel Berkowitz

POET ADVISORS LLC·NEW ROCHELLE, New York
Unclaimed Profile
173 HUGUENOT STREET, NEW ROCHELLE, NY 10801CRD# 4429213Firm CRD# 161052
01

About

Adam Nathaniel Berkowitz is a registered financial advisor based in NEW ROCHELLE, New York, affiliated with POET ADVISORS LLC. 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
POET ADVISORS LLC
POET ADVISORS LLC
AUM
$130M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at POET ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4429213
Firm CRD# 161052
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW ROCHELLE?

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

Browse NEW ROCHELLE 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 Adam Nathaniel Berkowitz offer?
Adam Nathaniel Berkowitz specializes in Retirement Planning. Contact their office in NEW ROCHELLE, New York for a consultation.
What are Adam Nathaniel Berkowitz's credentials?
Adam Nathaniel Berkowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Nathaniel Berkowitz located?
Adam Nathaniel Berkowitz is based in NEW ROCHELLE, New York, working with POET ADVISORS LLC. Their office serves clients in the NEW ROCHELLE metropolitan area and surrounding communities.
How does Adam Nathaniel Berkowitz charge for services?
Adam Nathaniel Berkowitz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POET ADVISORS LLC?
POET ADVISORS LLC is a registered investment adviser with the SEC, managing $130M 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 NEW ROCHELLE
Kevin Shacknofsky — MANNA ETFS MANAGEMENT LLCPeter Mitchell Collery — SC FUND MANAGEMENT LLCNeil Harrison Koffler — SC FUND MANAGEMENT LLCJohn Thomas Bird — SC FUND MANAGEMENT LLCMichael James Linahan — POETIC GROUP LLC
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