Focused Wealth Management Inc
Legal Name: FOCUSED WEALTH MANAGEMENT, INC.
216 ROUTE 299, HIGHLAND, NY
845-691-4035
http://www.focusedwealthmgmt.com
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Focused Wealth Management Inc
216 ROUTE 299, HIGHLAND, NY
845-691-4035
845-691-4037
Other Info
Focused Wealth Management Inc, also known as FOCUSED WEALTH MANAGEMENT, INC., is a corporation based in New York. The firm has a dedicated team of 11 advisory employees and a total of 13 employees. Though the number of clients served is unknown, the firm's SEC status is listed as Approved, with a registration date of Nov 5, 2010.
Focused Wealth Management – Wealth Management Services
Focused wealth management is an SEC registered investment advisor. We are dual registered as a branch office of Securities America, Inc.
Direct Owners
-
MONIQUE SCHULMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
PHILIP JOSEPH DEANGELO
MANAGING DIRECTOR owns 75% or more
-
SALVATORE JOSEPH TIMPERIO
CHIEF OPERATING OFFICER owns less than 5%
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Period of report:
Jun 30, 2019
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Effectiveness Date:
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