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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
Years of Experience
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Momentum Advisors Brokerage Details
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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.
Momentum Advisors, LLC
Purshe Kaplan Sterling Investments
Americna Portfolios Financial Services, Inc
William Platt has no disclosures.
Please visit their SEC profile for more details.