Joshua
Kaye
Klingman And Associates, LLC
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About this Advisor
Joshua Kaye is a financial advisor operating out of New York, New York who has 2 years of industry experience. Kaye is an advisor for Klingman And Associates, LLC. Over the course of their career, they have held roles at Klingman And Associates, LLC and Best Buddies International. Kaye has Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New York. Klingman And Associates, LLC is a company that has its headquarters in New York, NY. It handles $3 billion in assets under management among its 2,590 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves two charitable organizations. Of its 2,590 customer accounts, 57% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Klingman And Associates, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors usually are based on the type of financial services. Fee types billed by Klingman And Associates, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Klingman And Associates, LLC Brokerage Details
$2,777,261,597
22
2,590
$1,072,302
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Joshua Kaye Work History
Joshua has been registered as a financial advisor for 2 years.*
Klingman And Associates, LLC
Best Buddies International
Best Buddies International
*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 Joshua Kaye 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 Klingman And Associates, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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