CONSTELLATION WEALTH ADVISORS LLC

NEW YORK, New York·3 registered advisors·CRD# 142502
SEC# 801-67762212-697-2500
01

Firm Overview

AUM
$6.2B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Commissions
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CONSTELLATION WEALTH ADVISORS LLC

3 registered advisors
Jon Michael Goldstein
NEW YORK, New York
Robert Michael Gorczakowski
NEW YORK, New York
Sam Katzman
NEW YORK, New York
05

Office Locations

NEW YORK, New York
3 advisors

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Data sourced from SEC Form ADV filings. CONSTELLATION WEALTH ADVISORS LLC (CRD# 142502) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.