Zachary
Manheim
Focused Wealth Management, Inc
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About this Advisor
Zachary Manheim is a financial advisor based in Newburgh, New York, working with Focused Wealth Management, Inc. Zachary has previously held positions at Securities America Inc, Focused Wealth Management, New York Life, Stony Brook University, Hannaford Supermarket, and Osaic Wealth, Inc. Zachary has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Zachary is part of Focused Wealth Management, Inc, which operates out of Newburgh, New York. The firm has 18 employees and manages assets totaling $1.2 billion. The firm 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, and pension consulting services. The fee structure at Focused Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Focused Wealth Management, Inc Brokerage Details
$1,183,645,956
18
1,980
$597,801
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Zachary Manheim Work History
Osaic Wealth, Inc
Securities America Inc
Focused Wealth Management
New York Life
Stony Brook University
Stony Brook University
Hannaford Supermarket
Disclosures
Please visit the SEC profile of Zachary Manheim 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 Focused Wealth Management, Inc
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
Newburgh, NY
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