EXCELSIOR OPPORTUNITY ADVISORS LLC

LAKE SUCCESS, New York·2 registered advisors·CRD# 163123
SEC# 802-765720516-487-8220
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02

Advisors at EXCELSIOR OPPORTUNITY ADVISORS LLC

2 registered advisors
David Howard Schwartz
LAKE SUCCESS, New York
Fred P. Sloan
LAKE SUCCESS, New York
05

Office Locations

LAKE SUCCESS, New York
2 advisors

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Data sourced from SEC Form ADV filings. EXCELSIOR OPPORTUNITY ADVISORS LLC (CRD# 163123) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.