Mazars Usa Wealth Advisors LLC
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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
Years of Experience
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Mazars Usa Wealth Advisors LLC Brokerage Details
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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.
Comprehensive Asset Management & Servicing, Inc
Weisermazars Wealth Advisors, LLC
Joan Antoniello has no disclosures.
Please visit their SEC profile for more details.