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CANTOR FITZGERALD WEALTH PARTNERS, LLC
CANTOR FITZGERALD WEALTH PARTNERS, LLC
NEW YORK, New York
·
3 registered advisors
·
CRD# 167479
SEC# 801-77987
(212) 829-4952
01
Firm Overview
AUM
$426M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FINANCIAL PLANNING FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CANTOR FITZGERALD WEALTH PARTNERS, LLC
3 registered advisors
Banani Das
NEW YORK, New York
CRD# 3193090
David Goldfarb
NEW YORK, New York
CRD# 2804447
Stuart A Hersch
NEW YORK, New York
CRD# 4402855
05
Office Locations
NEW YORK, New York
3 advisors
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Data sourced from SEC Form ADV filings. CANTOR FITZGERALD WEALTH PARTNERS, LLC (CRD# 167479) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.