William
Platt

Momentum Advisors

CRD#4558339
Investment Advisor
in New York, NY
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About this Advisor

William Platt is a certified financial planner based in New York, New York. Currently a registered financial advisor at Momentum Advisors, Platt has 16 years of professional experience in the financial advisory industry. Platt maintains a Series 63 license, certifying the advisor as a securities agent. Platt is able to work with customers in California and Texas. Throughout their career, they have worked at Massmutual, Mmlisi, Americna Portfolios Financial Services, Inc, Momentum Advisors, LLC and Purshe Kaplan Sterling Investments. Momentum Advisors is based out of New York, New York, and has two other locations throughout the country. As a company, Momentum Advisors oversees $175 million in assets across 505 accounts and retains 10 staff members. The level of assets currently under the firm's management makes it one of the mid-sized financial advisory firms in the country. The firm manages 483 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 6% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Momentum Advisors can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1120 Avenue Of The Americas 4Th Floor
New York, NY 10036

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Momentum Advisors Brokerage Details

Total Assets Under Management

$174,475,907

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

10

NY Average: 88
Total Number of Accounts

505

NY Average: 3,892
Average Account Size

$345,497

NY Average: $1,917,921

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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
  • Selection of other advisers
  • Educational seminars/workshops

William Platt Work History

William has 16 years of experience.

2014 - Present (5 years)

Momentum Advisors, LLC

2014 - Present (5 years)

Purshe Kaplan Sterling Investments

2010 - 2014 (4 years)

Americna Portfolios Financial Services, Inc

2002 - 2010 (8 years)

Massmutual

2002 - 2010 (8 years)

Mmlisi

Disclosures

William Platt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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