Affiliated Advisors
Financial Services • 
Manhattan, New York, United States • 11-20 Employees
Company overview
| Headquarters | 310 Riverside Dr, Suite 1420, New York, NY 10025, US |
| Phone number | +12126955558 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Technology, Operations, Attract New Business, Conduct Practice Valuations, Explore Expansion Opportunities. |
| Founded | 1994 |
| Employees | 11-20 |
| Socials |
Key Contacts at Affiliated Advisors
Richard E White
Director Of Operations And Compliance
Nick Safi
Director Of Practice Management
Cynthia Pollack
Director Of Compliance
Affiliated Advisors Email Formats
Affiliated Advisors uses 2 email formats. The most common is {first name} (e.g., john@affiliatedadvisors.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@affiliatedadvisors.com | 60% |
{first initial} | j@affiliatedadvisors.com | 40% |
About Affiliated Advisors
Our mission is to help independent financial advisors build the practices of their dreams. We work with solo financial advisors and emerging teams to offer a personalized, concierge environment where your firm is given the resources to best serve your business and your clients. With direct access to our industry experts and professionals, our clients have a comprehensive service and support platform, staffed by skilled operations, compliance, technology, and marketing professionals. We help financial advisors across the country get the resources of one of the largest broker-dealer networks in the country and one-to-one support from being part of our team and a community of like-minded advisors. info@affiliatedadvisors.com New York, NY Office Phone: (212) 695-5558 Rochester, MI Office Phone: (248) 792-5043 St. Louis Park Office Phone: (612) 293-5907 Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Affiliated Advisors revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Affiliated Advisors has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Affiliated Advisors has never raised funding before.
Affiliated Advisors Tech Stack
Discover the technologies and tools that power Affiliated Advisors's digital infrastructure, from frameworks to analytics platforms.
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