Allen
Herskowitz

Money Concepts Capital Corp

CRD#4614567
Investment Advisor
in Pound Ridge, NY

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About this Advisor

Allen Herskowitz is a financial advisor working in Pound Ridge, New York with a total of 2 years of industry experience. Herskowitz is on the advisory team at Money Concepts Capital Corp. Throughout their career, Herskowitz has worked at Allen B. Herskowitz, Cpa, Pc and Money Concepts Capital Corp. Herskowitz has a Series 63 license, qualifying them as a securities representative, and is able to operate in New York. Money Concepts Capital Corp is a registered investment firm headquartered in Palm Beach Gardens, FL. It has offices in 24 locations and a total of 429 employees. It has $3 billion in total assets across its 14,957 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 41 charitable organizations. Of its 14,957 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management largely depend on the financial services offered. Fee types billed by Money Concepts Capital Corp most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Pound Ridge, NY

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,644,047,829

NY Average: $1,855,561,029
Total Number of Employees

429

NY Average: 62
Total Number of Accounts

14,957

NY Average: 2,474
Average Account Size

$176,777

NY Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Allen Herskowitz Work History

Allen has been registered as a financial advisor for 2 years.*

2004 - Present (20 years)

Money Concepts Capital Corp

1991 - Present (33 years)

Allen B. Herskowitz,Cpa,Pc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Allen Herskowitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Money Concepts Advisory Service

Helen Dao
Palm Beach Gardens, FL
Jacob Moore
Loveland, CO
Ryan Mcdaniel
Palm Beach Gardens, FL
Kirk Paulsen
Palm Beach Gardens, FL
Nicole Burczyk
Palm Beach Gardens, FL
Daniel Nitsch
Saint Peters, MO
John Gleason
Owensboro, KY
Lorena Corral
Mcallen, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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