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Daniel Jay Portnoy

CHRYSAETOS CAPITAL ADVISORS, LLC·RYE BROOK, New York
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800 WESTCHESTER AVENUE, RYE BROOK, NY 10573CRD# 1133012Firm CRD# 165892
01

About

Daniel Jay Portnoy is a registered financial advisor based in RYE BROOK, New York, affiliated with CHRYSAETOS CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GREENWICH ADVISORS, LLC
GREENWICH ADVISORS, LLC
AUM
$161M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1133012
Firm CRD# 165892
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Jay Portnoy offer?
Daniel Jay Portnoy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RYE BROOK, New York for a consultation.
What are Daniel Jay Portnoy's credentials?
Daniel Jay Portnoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Jay Portnoy located?
Daniel Jay Portnoy is based in RYE BROOK, New York, working with CHRYSAETOS CAPITAL ADVISORS, LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Daniel Jay Portnoy charge for services?
Daniel Jay Portnoy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHRYSAETOS CAPITAL ADVISORS, LLC?
CHRYSAETOS CAPITAL ADVISORS, LLC has approximately 2 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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