Scott
Sitrin

Sitrin Capital Management, LLC

CRD#5009558
Investment Advisor
in New York, NY

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About this Advisor

Scott Sitrin is an advisor who lives in New York, New York. Currently a registered advisor with Sitrin Capital Management, LLC, they have accumulated 11 years of professional experience in the financial advisory industry. Sitrin holds a Series 65 license, qualifying the advisor as an investment advisor representative. Sitrin is able to act as an advisor based out of California. Over the course of their career, they have held roles at The Wright Institute, Sitrin Capital Management LLC and Sitrin Capital Management, LLC. Sitrin Capital Management, LLC is based out of New York, New York. As a company, Sitrin Capital Management, LLC oversees $454 million in assets across 607 client accounts and retains six staff members. The level of assets currently under the firm's management makes it one of the bigger financial advisory firms in the United States. The firm manages 441 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 31% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Sitrin Capital Management, LLC offers financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

379 W. Broadway
New York, NY 10012

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Sitrin Capital Management, LLC Brokerage Details

Total Assets Under Management

$453,694,010

NY Average: $7,578,581,321
Total Number of Employees

6

NY Average: 43
Total Number of Accounts

607

NY Average: 3,727
Average Account Size

$747,437

NY Average: $2,033,427

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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

Scott Sitrin Work History

Scott has 11 years of experience.

2016 - Present (5 years)

Sitrin Capital Management, LLC

2014 - 2016 (2 years)

Sitrin Capital Management, LLC

2013 - 2014 (1 year)

Sitrin Capital Management LLC

2009 - 2014 (5 years)

The Wright Institute

Disclosures

Scott Sitrin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sitrin Capital Management, LLC

Scott Sitrin
New York, NY
Ryan Sitrin
Los Angeles, CA
Efren Bolisay
Los Angeles, CA
Marcus Sitrin
Los Angeles, CA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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