Sontag Advisory LLC
Legal Name: SONTAG ADVISORY LLC
Full Contact Details
Sontag Advisory LLC
521 FIFTH AVENUE, 15TH FLOOR, NEW YORK, NY
(212) 973-1200
(212) 973-1210
Other Info
Sontag Advisory LLC, a NY Limited Liability Company, has been providing advisory services for over two decades with a team of 43 professionals, out of which 21 are in advisory roles. With 11 clients on board, the SEC approved firm is committed to delivering top-notch services to its clients, earning a well-deserved reputation for excellence in the industry.
Wealth Management & Financial Planning - Wealthspire
Wealthspire Advisors believes in creating personalized plans for our clients' unique goals. Learn more about our financial planning and investment management.
Wealth Management & Financial Planning - Wealthspire
Wealthspire Advisors believes in creating personalized plans for our clients' unique goals. Learn more about our financial planning and investment management.
Direct Owners
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BRETT RONALD SCHNEIDER
DIRECTOR owns less than 5%
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CRAIG MICHAEL FASANO
MANAGING DIRECTOR owns less than 5%
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DONNA LEVY-LEROY
MANAGING DIRECTOR owns less than 5%
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EDWARD GEORGE O'MALLEY
DIRECTOR owns less than 5%
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ERIC MATTHEW SONTAG
CHIEF OPERATIONS OFFICER owns less than 5%
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HOWARD VAUGHN SONTAG
SR. MANAGING DIRECTOR owns less than 5%
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HOYT RONALD STASTNEY
CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL owns less than 5%
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LORI MICHELL LIESER
VICE PRESIDENT owns less than 5%
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MARTHA SIMPSON STANIFORD
MANAGING DIRECTOR owns less than 5%
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MICHAEL ANTHONY LAMENA
CHIEF EXECUTIVE OFFICER owns less than 5%
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MICHAEL NICHOLAS DELGASS
MANAGING DIRECTOR owns less than 5%
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NFP CORP.
SHAREHOLDER owns 75% or more
-
VERONICA EI CHUN MOO
DIRECTOR owns less than 5%
Indirect Owners
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MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.
OWNER owns more than 25% but less than 50%
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MADISON DEARBORN PARTNERS
GENERAL PARTNER
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MADISON DEARBORN PARTNERS VI-A&C, L.P.
GENERAL PARTNER
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NFP HOLDINGS, LLC
OWNER owns 75% or more
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NFP INTERMEDIATE HOLDINGS A. CORP.
OWNER owns 75% or more
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NFP INTERMEDIATE HOLDINGS B. CORP.
OWNER owns 75% or more
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NFP PARENT CO, LLC
OWNER owns 75% or more
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NFP ULTIMATE HOLDINGS, LLC
OWNER owns 75% or more
Custodians
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SIGNATURE BANK
United States