AdvisorOS Directory
Claim Profile
VS

Vicky Safra

J. SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, New York
Unclaimed Profile
546 FIFTH AVENUE, NEW YORK CITY, NY 10036CRD# 7487998Firm CRD# 131243
01

About

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

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
J. SAFRA ASSET MANAGEMENT CORPORATION
J. SAFRA ASSET MANAGEMENT CORPORATION
AUM
$3.7B
Regulatory assets under management
Employees
19
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: % OF ASSETS UNDER CONSULTATION
Regulatory
SEC/IARD CRD# 7487998
Firm CRD# 131243
No disclosures on file
View on FINRA BrokerCheck →

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 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 Vicky Safra offer?
Vicky Safra specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK CITY, New York for a consultation.
What are Vicky Safra's credentials?
Vicky Safra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vicky Safra located?
Vicky Safra is based in NEW YORK CITY, New York, working with J. SAFRA ASSET MANAGEMENT CORPORATION. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.
How does Vicky Safra charge for services?
Vicky Safra'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 J. SAFRA ASSET MANAGEMENT CORPORATION?
J. 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 →
Other advisors in NEW YORK CITY
Shahriar Hafizi — VISE AI ADVISORS, LLCJacob Joseph Safra — J. SAFRA ASSET MANAGEMENT CORPORATIONCarrie Yenhui Lee — PINE STREET ALTERNATIVE ASSET MANAGEMENT LPVinod Kurup — PINE STREET ALTERNATIVE ASSET MANAGEMENT LPPhuc (vince) Tran — PROXIMA CAPITAL MANAGEMENT, 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