Anthony
Vivona

Beech Hill Advisors, Inc

CRD#7697195
Investment Advisor
in New York, NY

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About this Advisor

Anthony Vivona is a financial advisor operating in New York, New York. Vivona is an advisor for Beech Hill Advisors, Inc. Throughout their career, they have worked at Beech Hill Advisors, Jdx Consulting and Tulane University. Vivona maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in New York. Beech Hill Advisors, Inc is a financial advisory company that has its headquarters in New York, NY. The investment advisory business has offices in three locations and a total of eight people on staff. It administers $265 million in total assets across its 556 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 556 customer accounts, 33% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and market timing services. Financial management fee schedules usually depend on which service is offered. Fee types billed by Beech Hill Advisors, Inc can be comprised of asset-based and commission-based fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Market timing services

Fee Structure

Percentage of Assets, Commissions

Office Location

880 Third Ave 16Th Floor
New York, NY 10022

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Beech Hill Advisors, Inc Brokerage Details

Total Assets Under Management

$265,364,568

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

8

NY Average: 88
Total Number of Accounts

556

NY Average: 3,892
Average Account Size

$477,274

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Market timing services

Anthony Vivona Work History

Anthony has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Beech Hill Advisors

2018 - 2020 (2 years)

Jdx Consulting

2013 - 2018 (5 years)

Tulane University

*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 Anthony Vivona 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 Beech Hill Advisors, Inc

Evan Slater
Livingston, NJ
Anthony Vivona
New York, NY
Michael Stern
Scarsdale, NY
William Wurm
New York, NY
Richard Owen Jr.
New York, NY
Bradley Small
New York, NY
Paul Cantor
New York, NY

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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