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SAXON WOODS ADVISORS LLC
SAXON WOODS ADVISORS LLC
PURCHASE, New York
·
12 registered advisors
·
CRD# 109686
SEC# 801-56910
0
914-251-0880
01
Firm Overview
AUM
$719M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at SAXON WOODS ADVISORS LLC
12 registered advisors
Arleen Marie Baez
PURCHASE, New York
CRD# 2108505
Brian Scott Hennessey
PURCHASE, New York
CRD# 2783859
Jay Robert Zuffante
PURCHASE, New York
CRD# 6165952
Joe Chanfu Caruso
PURCHASE, New York
CRD# 5264187
Kenneth Vincent Corrado
PURCHASE, New York
CRD# 1724857
Mark Thomas Spellman
PURCHASE, New York
CRD# 1934629
Matthew Kane Breitman
PURCHASE, New York
CRD# 6045361
Meimei Li
PURCHASE, New York
CRD# 5640175
Samuel Alfred Lieber
PURCHASE, New York
CRD# 2421176
Sarah Marie Hunt
PURCHASE, New York
CRD# 2167000
Stephen Andrew Lieber
PURCHASE, New York
CRD# 309300
Susan Conway Norris
PURCHASE, New York
CRD# 1722369
05
Office Locations
PURCHASE, New York
12 advisors
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Data sourced from SEC Form ADV filings. SAXON WOODS ADVISORS LLC (CRD# 109686) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.