Joan
Antoniello

Mazars Usa Wealth Advisors LLC

CRD#1058279
Investment Advisor
in New York, NY
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About this Advisor

Joan Antoniello is an investment advisor in New York, New York. Currently an advisor with Mazars Usa Wealth Advisors LLC, Antoniello has 10 years of experience as an investment advisor. Antoniello maintains a Series 63 license, certifying them as a securities representative. Antoniello is registered to work with customers based out of New Jersey and Pennsylvania. Their career trajectory has included roles at Weisermazars Wealth Advisors, LLC and Comprehensive Asset Management & Servicing, Inc. Mazars Usa Wealth Advisors LLC is headquartered in New York, New York, and has three other locations across the nation. In total, Mazars Usa Wealth Advisors LLC manages $103 million in assets throughout 172 accounts and retains four staff members. The level of assets currently under the firm's management makes it one of the mid-sized financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 33% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Mazars Usa Wealth Advisors LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

135 West 50Th Street 13Th Floor
New York, NY 10020

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Mazars Usa Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$115,980,124

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

4

NY Average: 88
Total Number of Accounts

179

NY Average: 3,892
Average Account Size

$647,934

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joan Antoniello Work History

Joan has 10 years of experience.

2009 - Present (10 years)

Comprehensive Asset Management & Servicing, Inc

2008 - Present (11 years)

Weisermazars Wealth Advisors, LLC

Disclosures

Joan Antoniello has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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