HILLCREST WEALTH ADVISORS - NY, LLC

HAZLET, New Jersey·6 registered advisors·CRD# 126818
SEC# 801-713160732-837-4455
01

Firm Overview

AUM
$348M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HILLCREST WEALTH ADVISORS - NY, LLC

6 registered advisors
Catherine Hartlett Hanks
NEW YORK, New York
Charles Nmn Weinstein
NEW YORK, New York
Danny Anthony Yu
HAZLET, New Jersey
Peter Scott Alwardt
NEW YORK, New York
Rebecca Sue James
NEW YORK, New York
Timothy Patric Speiss
NEW YORK, New York
05

Office Locations

NEW YORK, New York
5 advisors
HAZLET, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. HILLCREST WEALTH ADVISORS - NY, LLC (CRD# 126818) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.