Unclaimed Profile

Nancy Maisto

SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, New York

Clean recordSAFRA ASSET MANAGEMENT CORPORATION

550 FIFTH AVENUE, NEW YORK CITY, NY 10036CRD# 2580089Firm CRD# 131243

Profile Verification

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

Identity

Nancy Maisto · NEW YORK CITY, NY

Registration

CRD #2580089 · SAFRA ASSET MANAGEMENT CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nancy Maisto is a registered financial advisor based in NEW YORK CITY, New York, affiliated with SAFRA ASSET MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

J. SAFRA ASSET MANAGEMENT CORPORATION

AUM

$3.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at J. SAFRA ASSET MANAGEMENT CORPORATION →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: % OF ASSETS UNDER CONSULTATION

Regulatory

SEC/IARD CRD# 2580089

Firm CRD# 131243

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nancy Maisto offer?

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

What are Nancy Maisto's credentials?

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

Where is Nancy Maisto located?

Nancy Maisto 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 Nancy Maisto charge for services?

Nancy Maisto'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.

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