Claim Profile
DR

D Neil Radey

EXOS ASSET MANAGEMENT LLC·PELHAM, New York
Unclaimed Profile
1023 ESPLANADE, PELHAM, NY 10803CRD# 2618790Firm CRD# 305706
01

About

D Neil Radey is a registered financial advisor based in PELHAM, New York, affiliated with EXOS ASSET MANAGEMENT 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
EXOS ASSET MANAGEMENT LLC
EXOS ASSET MANAGEMENT LLC
AUM
$178M
Regulatory assets under management
Employees
28
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2618790
Firm CRD# 305706
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PELHAM?

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

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 D Neil Radey offer?
D Neil Radey specializes in Retirement Planning. Contact their office in PELHAM, New York for a consultation.
What are D Neil Radey's credentials?
D Neil Radey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is D Neil Radey located?
D Neil Radey is based in PELHAM, New York, working with EXOS ASSET MANAGEMENT LLC. Their office serves clients in the PELHAM metropolitan area and surrounding communities.
How does D Neil Radey charge for services?
D Neil Radey'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 EXOS ASSET MANAGEMENT LLC?
EXOS ASSET MANAGEMENT LLC has approximately 28 employees and manages $178M 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 →
Browse by specialty