Gail
Wiesenfeld

Nardis Advisors LLC

CRD#872894
Investment Advisor
in Scarsdale, NY

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About this Advisor

Gail Wiesenfeld is a financial advisor based in Scarsdale, New York, working with Nardis Advisors LLC. Gail has previously held a position at Nardis Advisors LLC and is registered to provide services in New York. Currently, Gail is part of Nardis Advisors LLC, which operates out of Scarsdale, New York. The firm has 4 offices and 5 employees. The firm manages assets totaling $126.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nardis Advisors LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2 Overhill Road Suite 400
Scarsdale, NY 10583

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Nardis Advisors LLC Brokerage Details

Total Assets Under Management

$126,063,168

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

5

NY Average: 88
Total Number of Accounts

320

NY Average: 3,892
Average Account Size

$393,947

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Gail Wiesenfeld Work History

2013 - Present (12 years)

Nardis Advisors LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gail Wiesenfeld 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 Nardis Advisors LLC

Shiran Bolganim
Scarsdale, NY
Gail Wiesenfeld
Scarsdale, NY
Michael Reed
Waterford, MI
Norman Chait
Scarsdale, NY

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