Unclaimed Profile

Frank Wanzor

SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, New York

SIE, Series 4, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 79TO, Series 99TOClean recordSAFRA ASSET MANAGEMENT CORPORATION

550 FIFTH AVENUE, NEW YORK CITY, NY 10036CRD# 2628672Firm CRD# 131243

Profile Verification

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

Identity

Frank Wanzor · NEW YORK CITY, NY

Registration

CRD #2628672 · SAFRA ASSET MANAGEMENT CORPORATION

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 27

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J. SAFRA ASSET MANAGEMENT CORPORATION

CRD 131243 · SEC 801-63032

AUM

$3.7B

Regulatory assets under management

Employees

2,575 client accounts

Services offered by J. SAFRA ASSET MANAGEMENT CORPORATION

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at J. SAFRA ASSET MANAGEMENT CORPORATION →

Introduction

Speak with Frank

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

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

Looking for a financial advisor in NEW YORK CITY?

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

Browse NEW YORK CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Frank Wanzor offer?

Frank Wanzor specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK CITY, New York for a consultation.

What are Frank Wanzor's credentials?

Frank Wanzor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Wanzor located?

Frank Wanzor is based in NEW YORK CITY, New York, working with SAFRA ASSET MANAGEMENT CORPORATION. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.

How does Frank Wanzor charge for services?

Frank Wanzor's firm is compensated through percentage of aum, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAFRA ASSET MANAGEMENT CORPORATION?

SAFRA ASSET MANAGEMENT CORPORATION has approximately 19 employees and manages $3.7B 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 →