Top financial advisors in Woodmere, NY
We’ve curated a list of the best financial advisors in Woodmere, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$492,554,168
Number of advisors
9 advisors
| $492,554,168 | 9 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Woodmere, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Woodmere. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Myda Advisors LLC
MYDA Advisors LLC is a New York limited liability company established on June 30, 2010, and registered with the U.S. Securities and Exchange Commission as an investment adviser. The firm specializes in providing investment management services to two fund structures and a private fund, as well as offering investment advisory services on a discretionary basis through separately managed accounts and sub-advisory relationships. The firm's investment objective is to identify companies with growth potential and overvalued companies likely to experience revenue slowdowns. As of December 31, 2024, the firm managed $659,550,427 of regulatory assets under management on a discretionary basis. Clients may be subject to a management fee, and performance-based fees may apply. The firm primarily serves sophisticated investors and may manage separate institutional and individual client accounts. Minimum account commitments for investors in the Funds are generally $250,000, but the firm may waive this requirement. The firm's investment strategy involves risks that clients should understand, including risks related to investing in private funds and securities of financially distressed companies. The firm has no disciplinary information to disclose and does not receive monetary compensation from non-clients for its services. Clients' accounts are reviewed daily or monthly, and the firm has custody of client assets through qualified custodians. The firm generally has discretionary authority over clients' accounts and is responsible for voting proxies of fund-related clients. For further information, clients can contact Mr. Jason Lieber, the firm's Managing Member.
$492,554,168 under management
9 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesSeparately Managed Accounts
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Woodmere, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Woodmere. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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