Featured Business Financial Advisor in New York, NY
New York Financial Advisors
Iron Birch Advisors
767 Third Avenue, 38th Floor
New York, NY 10017
Phone Number
Advisor Profile
Gregory Manto
Name:  Gregory Manto
Website:  Visit Website

About Iron Birch Advisors

Iron Birch Advisors is a subsidiary of Ameriprise. We run this organization as a boutique practice with personalized care and attention. We attempt to meet with every client at least quarterly and a much larger in depth meeting, annually. Prior to becoming a client, several meetings are generally necessary to asses ones needs, appetite for risk and the goals of the individual and/or family.
 

General Information

CRD#:    2724748
Firm CRD#:    6363
Insurance License#:    LA-956417
Name of Broker/Dealer:    Ameriprise
States Licensed in:    CA, NY, NJ, CT, TX, MA, OR, CO, AK, PA, MO, MI
States Willing to do Business in:   
Years of Experience in Financial Services:    22
Number of Years with Current Firm:    1
 

Qualifications & Memberships

Securities Licenses:    Series 24, Series 7, Series 63, Series 65
Insurance and Annuity Licenses:    Annuity, Health, HMO, Life, Variable Annuity, Disability, Long Term Care, Variable Life, Accident
Financial Organization Memberships:    Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA), National Association of Estate Planners & Councils (NAEPC), Financial Planning Association (FPA)
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Gregory Manto

© 2012   Retirement Planning   All Rights Reserved. All other trademarks and copyrights are the property of their respective holders.
This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.