Jonathan
Spiegel
Clarivor
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About this Advisor
Jonathan Spiegel is a financial advisor based in New York, New York, working with Clarivor. Jonathan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Deutsche Bank Securities Inc, and Clarivor. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Jonathan is part of Clarivor, which operates out of New York, New York. The firm has one employee and manages assets totaling $7.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Clarivor includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clarivor Brokerage Details
$7,689,100
1
9
$854,344
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jonathan Spiegel Work History
Clarivor
Deutsche Bank Securities Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Jonathan Spiegel 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 Clarivor
New York, NY
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