DEBANYFINANCIAL GROUP, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
4

Firm details

Headquarters
TARRYTOWN, New York
CRD number
128277
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

Debany Financial Group, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm is owned by an individual and engages in various financial activities, including serving as a registered representative of a broker-dealer and acting as an insurance broker. Debany Financial Group focuses on providing financial planning services to its clients. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • TIMOTHY NERVEGNA

    Investment Advisor RepresentativeCRD 2642614

  • ALAN WAIDELICH

    Founding PartnerCRD 2214544

  • BARRY DEBANY

    Regional DirectorCRD 2208573

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TARRYTOWN, NY

WESTCHESTER

Location

TARRYTOWN, NY

Headquartered in TARRYTOWN, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
303 S Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth