New York Financial Avp, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 170047
- Website
- www.newyorkfinancial.us
- Fee structure
- Hourly Charges
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
New York Financial Avp, LLC is a small, individually owned limited liability company that operates primarily as an insurance broker and provider of financial planning. The firm delivers advisory services on an hourly-fee basis and runs educational seminars and workshops as part of its client-facing activities. It does not present itself as a multi-state adviser, is not identified as an active ESG investor, and is not positioned as a capital allocator or pension consultant. The firm's regulatory registration year is not provided and its classification is listed as unclassified.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Anthony Pranzo
Founder & Managing DirectorCRD 2996617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, 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
- New York
- Address
- 40 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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