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Philippe Hatstadt

EXOS ASSET MANAGEMENT LLC·PELHAM, New York
SIE, Series 3, Series 7, Series 24, Series 55, Series 57TO, Series 63Clean recordEXOS ASSET MANAGEMENT LLC
1023 ESPLANADE, PELHAM, NY 10803CRD# 1972465Firm CRD# 305706

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philippe Hatstadt · PELHAM, NY
Registration
CRD #1972465 · EXOS ASSET MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 55
Series 57TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EXOS ASSET MANAGEMENT LLC
CRD 305706 · SEC 801-119726
AUM
$178M
Regulatory assets under management
Employees
28
2 client accounts
Services offered by EXOS ASSET MANAGEMENT LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at EXOS ASSET MANAGEMENT LLC →
Introduction

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04

Frequently Asked Questions

What services does Philippe Hatstadt offer?
Philippe Hatstadt specializes in Retirement Planning. Contact their office in PELHAM, New York for a consultation.
What are Philippe Hatstadt's credentials?
Philippe Hatstadt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philippe Hatstadt located?
Philippe Hatstadt 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 Philippe Hatstadt charge for services?
Philippe Hatstadt'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.
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Other Advisors at EXOS ASSET MANAGEMENT LLC

Michael Forstl
NEW YORK, NY
Brady William Dougan
PELHAM, NY
Jacqueline Ann Neisch
NEW YORK, NY
Jill Wenzlaff Ostergaard
PELHAM, NY
Kenneth F Kroner
NEW YORK, NY
Kyle Philip Bransfield
PELHAM, NY

More Advisors in PELHAM, New York

Peter Early
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Jason Williams Hauf
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