EXCELSIOR
Tel: 516-765-7400 200 Broadhollow Road Suite 207 Melville, New York 11747
About EXCELSIOR
EXCELSIOR is a Melville, New York based financial advisory firm with nearly $18,209,548 in assets under management and provides investment advisory services for 62 clients. There are currently 1 financial advisors at the firm.
General Information
Firm CRD#:
311850
Firm SEC#:
801-120085
Assets Under Management:
$18,209,548
No. of Clients:
62
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in New York?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
