Klingman And Associates, LLC

CRD 125618 · New York, NY · $5.7B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 125618
SEC number: 801-67783
Firm type: RIA
Assets under management: $5.7B as of May 1, 2026
Website: www.klingmanria.com ↗
Phone: 212-867-7647
Address: 120 West 45th Street, New York, NY, 10036

Advisors at this firm

8 in our index · page 1 of 1

Dorothy DecarloCRD 4979403 · New York, NY

IA RegisteredRegistration inactive
Joshua Fogel KayeCRD 7230792 · New York, NY

IA Registered
Gerard Albert KlingmanCRD 1196667 · New York, NY

IA RegisteredRegistration inactive
Thomas Joseph KlingmanCRD 5378593 · New York, NY

IA RegisteredRegistration inactive
Craig LaubCRD 3212061 · New York, NY

IA RegisteredRegistration inactive
Michelle Lynn MckinnonCRD 6113216 · New York, NY

IA Registered
Michael David PaleyCRD 6324110 · New York, NY

IA Registered
Sami SharifCRD 5404529 · New York, NY

IA Registered

Disclosure event(s) on record

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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