AdvisorOS Directory
Claim Profile
JH

Joseph Walter Handelman

MEYER HANDELMAN COMPANY LLC·RYE BROOK, New York
Unclaimed Profile
800 WESTCHESTER AVENUE, RYE BROOK, NY 10573-1373CRD# 1831535Firm CRD# 107309
01

About

Joseph Walter Handelman is a registered financial advisor based in RYE BROOK, New York, affiliated with MEYER HANDELMAN COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
MEYER HANDELMAN COMPANY LLC
MEYER HANDELMAN COMPANY LLC
AUM
$2.9B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at MEYER HANDELMAN COMPANY LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1831535
Firm CRD# 107309
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RYE BROOK?

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

Browse RYE BROOK 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 Joseph Walter Handelman offer?
Joseph Walter Handelman specializes in Investment Management. Contact their office in RYE BROOK, New York for a consultation.
What are Joseph Walter Handelman's credentials?
Joseph Walter Handelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Walter Handelman located?
Joseph Walter Handelman is based in RYE BROOK, New York, working with MEYER HANDELMAN COMPANY LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Joseph Walter Handelman charge for services?
Joseph Walter Handelman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEYER HANDELMAN COMPANY LLC?
MEYER HANDELMAN COMPANY LLC has approximately 15 employees and manages $2.9B 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 RYE BROOK
Jay Charles Goodgal — CASTALIA ADVISORS LLCKenneth Wayne Stemme — LARCH LANE ADVISORS LLCWilliam J. Beckett — GEFINOR CAPITAL MANAGEMENT, INC.Karen Anne Muspratt — RESOLUTION CAPITAL (US) LIMITEDWilliam Roy Handelman — MEYER HANDELMAN COMPANY 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