Mahmoud
Hantour

Avantax Advisory Services

CRD#4622825
Investment Advisor
in Rosedale, NY

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About this Advisor

Mahmoud Hantour is a financial advisor based in Rosedale, New York, working with Avantax Advisory Services. Mahmoud has previously worked at Mahmoud K. Hantour, Cpa, Avantax Investment Services, Inc, Hanco Trading Corp, Avantax Advisory Services, and Avantax Insurance Agency LLC. Mahmoud has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Mahmoud is part of Avantax Advisory Services, which operates in Rosedale, New York. The firm has 1,923 offices and 2,278 employees. Avantax Advisory Services manages assets totaling $46.1 billion and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting, selection of other advisers, and educational seminars. The fee structure at Avantax Advisory Services includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One Cross Island Pl Suite 214
Rosedale, NY 11422

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$46,109,939,749

NY Average: $3,042,739,679
Total Number of Employees

2,278

NY Average: 49
Total Number of Accounts

140,306

NY Average: 2,315
Average Account Size

$328,638

NY Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Mahmoud Hantour Work History

2010 - Present (15 years)

Avantax Investment Services, Inc

2010 - Present (15 years)

Avantax Advisory Services

2010 - Present (15 years)

Avantax Insurance Agency LLC

1990 - Present (35 years)

Mahmoud K. Hantour, Cpa

1988 - Present (37 years)

Hanco Trading Corp

Disclosures

Please visit the SEC profile of Mahmoud Hantour 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 Avantax Advisory Services

Kent Urban
Omaha, NE
Matthew Brosseau
Minneapolis, MN
James Mcquiston
Eugene, OR
Christina Loucks
Wenatchee, WA
Galo Medina
Los Angeles, CA
Michael Brutout
Noblesville, IN
Caroline Piehl
Aurora, CO
Adam Logan
Coppell, TX

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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