Yorkbridge Wealth Partners LLC
Legal Name: YORKBRIDGE WEALTH PARTNERS, LLC
Full Contact Details
Yorkbridge Wealth Partners LLC
80 BROAD STREET, SUITE 1701, NEW YORK, NY
(212) 574-4070
(212) 320-8845
Other Info
Yorkbridge Wealth Partners LLC, registered on May 24, 2016, is a Delaware-based limited liability company. This organization employs 7 professionals, with 4 of them functioning as advisors. While it remains unclear how many clients it serves, the SEC has approved its status.
YorkBridge Wealth Partners: Wealth Advisory Expertise – With offices in both New York City and Bridgehampton, we ensure our high-net-worth clients a thoroughly client-focused and authentic advisory experience.
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Direct Owners
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ANDREW LANE STERN
MANAGING MEMBER owns more than 25% but less than 50%
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CARRIE GALLAWAY MAGLIA
MANAGING MEMBER owns more than 25% but less than 50%
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JEFFREY BRUCE LANE
PARTNER owns more than 5% but less than 10%
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SETH A SCHER
CHIEF COMPLIANCE OFFICER owns less than 5%