William
Platt
Momentum Advisors
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About this Advisor
William Platt is a certified financial planner based in New York, New York with a total of 1 year of industry experience. Platt is an employee of Momentum Advisors. Over the course of their career, they have held roles at Americna Portfolios Financial Services, Inc, Momentum Advisors, LLC and Purshe Kaplan Sterling Investments. Platt holds a Series 63 license, designating them as a securities broker, and is registered to serve investors in New York, North Carolina, Texas and Virginia. Momentum Advisors is a company that has its headquarters in New York, NY. The company has a total of nine advisors. It administers $332 million in assets under management among its 805 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 10 charitable organizations. Of its 805 client accounts, 16% belong to high-net-worth investors who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice usually vary depending on which service is offered. Fees billed by Momentum Advisors most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Momentum Advisors Brokerage Details
$332,046,000
9
805
$412,480
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
- Other
William Platt Work History
William has been registered as a financial advisor for 1 years.*
Momentum Advisors, LLC
Purshe Kaplan Sterling Investments
Americna Portfolios Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Platt 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 Momentum Advisors
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
