AdvisorOS Directory
Claim Profile
KH

Kris Tate Haber

SAFANAD INC.·NEW YORK, New York
Unclaimed Profile
505 5TH AVENUE, NEW YORK, NY 10017-4902CRD# 2421004Firm CRD# 170969
01

About

Kris Tate Haber is a registered financial advisor based in NEW YORK, New York, affiliated with SAFANAD INC.. 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
SAFANAD INC.
SAFANAD INC.
AUM
$1.2B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at SAFANAD INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2421004
Firm CRD# 170969
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

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

Browse NEW YORK 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 Kris Tate Haber offer?
Kris Tate Haber specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Kris Tate Haber's credentials?
Kris Tate Haber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kris Tate Haber located?
Kris Tate Haber is based in NEW YORK, New York, working with SAFANAD INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Kris Tate Haber charge for services?
Kris Tate Haber'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 SAFANAD INC.?
SAFANAD INC. has approximately 35 employees and manages $1.2B 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 at SAFANAD INC.

Faisal Rehman
NEW YORK, NY
Abdulkareem Abu Alnasr
NEW YORK, NY
Abdullah Salem Bahamdan
NEW YORK, NY
Christopher Anthony Aiken
NEW YORK, NY
David Wall
NEW YORK, NY
Jason Tadwell Milazzo
NEW YORK, NY

More Advisors in NEW YORK, New York

Rishi Harish Shah
BREVAN HOWARD US INVESTMENT MANAGEMENT LP·NEW YORK, NY
Arthur Michael Sr Tambaro
ROYAL ALLIANCE ASSOCIATES, INC.·NEW YORK, NY
Christa Mueller Dorrego
ARNHOLD LLC·NEW YORK, NY
Todd Tibbetts
MIO PARTNERS, INC.·NEW YORK, NY
Anthony Jay Nugent
METLIFE SECURITIES INC.·NEW YORK, NY
David J Bickel
GARNET EQUITY CAPITAL HOLDINGS, INC.·NEW YORK, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)PITTSFORD (112)
City Guides
ROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile