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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 23, 2019
    • $7.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 11K
      Accounts
    • $707.7K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

92

name start date
Karen Lapier Baer
February 2018
Wayne Bruce Zussman
February 2018
Dudley Long Millikin
July 2019
Clavel Tyrus Eubank
March 2015
Jeffrey Taylor Craig
January 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Carnick & Kubik Group, LLC -- --
    Lvw Advisors, LLC IAR $1,792,597,611
    Relative Value Partners, LLC IAR $1,011,199,938
    Sentinel Pension Advisors Inc IAR $4,923,985,013
    Strategic Wealth Partners IAR $2,083,803,232

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Richard David Steinberg Chief Market Strategist May, 2019 less than 5%
      Ronald Joseph Rubin President, Vice Chairman, And Chief Cultural Officer October, 2018 less than 5%
      Robert James Glovsky Vice Chair And Senior Wealth Advisor July, 2012 less than 5%
      Vincent Joseph Gratch Chief Compliance Officer October, 2011 less than 5%
      Elisabeth Louise Talbot Managing Director And Senior Wealth Advisor October, 2011 less than 5%
      Stephen Thomas Sadler Managing Director And Senior Wealth Advisor October, 2011 less than 5%
      Michael Jeffrey Nathanson Chairman & Ceo October, 2011 less than 5%
      Terri Ann Feeney Chief Financial Officer January, 2015 less than 5%
      John Christopher White Chief Administrative Officer March, 2015 less than 5%
      Brian William Katz President Of Colony Investment Management & Chief Investment Officer October, 2011 less than 5%
      Gina Kulig Bradley Chief Operating Officer & General Counsel October, 2011 less than 5%
      Stephen Raymond Stelljes President Of Client Services January, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other