POET ADVISORS LLC

NEW ROCHELLE, New York·1 registered advisor·CRD# 161052
SEC# 802-1270910646-793-4551
01

Firm Overview

AUM
$130M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at POET ADVISORS LLC

1 registered advisor
Adam Nathaniel Berkowitz
NEW ROCHELLE, New York
05

Office Locations

NEW ROCHELLE, New York
1 advisor

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Data sourced from SEC Form ADV filings. POET ADVISORS LLC (CRD# 161052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.