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AdvisorCensus / Financial advisors / New York / New York, NY / Fiduciary Trust Company International

Financial advisors in New York, NY using Fiduciary Trust Company International

5 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Fiduciary Trust Company International as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in New York, NY ยท How this list is built

FirmCityRegistrationAssets band
Beck, Mack & Oliver LLCNew YorkSEC-registered investment adviserOver $5 billion
Cannell & Spears LLCNew YorkSEC-registered investment adviserOver $5 billion
Karani Asset Management LLCNew YorkSEC-registered investment adviser$100 million to $500 million
Lagoda Investment Management, L.P.New YorkSEC-registered investment adviser$100 million to $500 million
Williams Jones Wealth Management, LLCNew YorkSEC-registered investment adviserOver $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fiduciary Trust Company International nationwide

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