Andrew
Laskaris

Altfest Personal Wealth Management

CRD#7412797
Investment Advisor
in New York, NY

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About this Advisor

Andrew Laskaris is a financial advisor based in New York, New York, working with Altfest Personal Wealth Management. Andrew has previously held positions at Altfest Personal Wealth Management, Willis Towers Watson, and Bountyjobs, Inc. Andrew is registered to provide services in New York. Currently, Andrew is part of Altfest Personal Wealth Management, which operates out of New York, New York. The firm has 42 employees and manages assets totaling $1.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Altfest Personal Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

445 Park Avenue 6Th Floor
New York, NY 10022

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Altfest Personal Wealth Management Brokerage Details

Total Assets Under Management

$1,578,705,262

NY Average: $7,464,549,021
Total Number of Employees

42

NY Average: 88
Total Number of Accounts

3,328

NY Average: 3,892
Average Account Size

$474,371

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Andrew Laskaris Work History

2021 - Present (3 years)

Altfest Personal Wealth Management

2020 - 2021 (1 year)

Altfest Personal Wealth Management

2018 - 2020 (2 years)

Altfest Personal Wealth Management

2016 - 2018 (2 years)

Willis Towers Watson

2014 - 2016 (2 years)

Bountyjobs, Inc

Disclosures

Please visit the SEC profile of Andrew Laskaris 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 Altfest Personal Wealth Management

Andrew Laskaris
New York, NY
Jesse Frehling
New York, NY
Steven Novack
New York, NY
Feifei Xing
New York, NY
Daniel Duca
New York, NY
Christian Dirusso
New York, NY
James Bassett
New York, NY
Jessica Nelson
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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