Tasha
Gartner

American Portfolios Advisors, Inc

CRD#2959904
Investment Advisor
in Holbrook, NY

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About this Advisor

Tasha Gartner is a financial advisor based in Holbrook, New York, working with American Portfolios Advisors, Inc. Tasha has previously held positions at Bancwest Investment Services, Inc and American Portfolios Financial Services, Inc. Tasha has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Minnesota, and North Dakota. Currently, Tasha is part of American Portfolios Advisors, Inc, which operates out of Holbrook, New York. The firm has 312 offices and 700 employees. The firm manages assets totaling $13.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at American Portfolios Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4250 Veteran'S Memorial Highway 4Th. Floor, Suite 420E
Holbrook, NY 11741

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American Portfolios Advisors, Inc Brokerage Details

Total Assets Under Management

$13,083,636,201

NY Average: $7,464,549,021
Total Number of Employees

700

NY Average: 88
Total Number of Accounts

54,553

NY Average: 3,892
Average Account Size

$239,833

NY Average: $1,917,921

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Tasha Gartner Work History

2016 - Present (8 years)

American Portfolios Financial Services, Inc

2014 - 2016 (2 years)

Bancwest Investment Services, Inc

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Disclosures

Please visit the SEC profile of Tasha Gartner 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 American Portfolios Advisors, Inc

Ernest Aiguier
Holbrook, NY
Francis Mitchell
Holbrook, NY
Tasha Gartner
Holbrook, NY
Alan Melanson
Holbrook, NY
James Trimboli
Holbrook, NY
Ray Parnell
Holbrook, NY
Matthew Kondrath
Boca Raton, FL
Reagan Wright
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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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