Retirable

Firm record

As recorded in SEC IAPD

Firm CRD

307472

SEC number

801-118535

Firm type

RIA

Assets under management

$301.0M as of Mar 23, 2026

Website

www.youtube.com/channel/UCZoQlZCl5oSXUzsrn7pBrEg ↗

Phone

833 222 1807

Address

900 Broadway, New York, NY, 10003

Advisors at this firm

13 in our index · page 1 of 1

• Sami BoghosCRD 7405894 · New York, NY
  IA Registered
• Michael Crandall ColemanCRD 6298665 · New York, NY
  IA Registered
• Jonah Matthew ColemanCRD 6219970 · New York, NY
  IA RegisteredRegistration inactive
• James Anthony DistasiCRD 7049854 · New York, NY
  IA RegisteredRegistration inactive
• Robert Tyler EndCRD 5500003 · New York, NY
  IA Registered
• Robert Fredricks EpesCRD 6367953 · New York, NY
  IA RegisteredRegistration inactive
• Robert Christopher GrisantiCRD 7526642 · New York, NY
  IA RegisteredRegistration inactive
• Treva Marie NostdahlCRD 7318526 · New York, NY
  IA RegisteredRegistration inactive
• Hunter NeumayerCRD 7252021 · New York, NY
  IA Registered
• Michael Anthony RussoCRD 6926891 · Albrightsville, PA
  IA RegisteredRegistration inactive
• Eric SchwartzCRD 6826428 · New York, NY
  IA RegisteredRegistration inactive
• Harrison William SchaeferCRD 7353527 · New York, NY
  IA Registered
• Aleksandra H SzegdaCRD 7639542 · New York, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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