AdvisorCensus / Financial advisors / New York / New York, NY / Safra Securities LLC
Financial advisors in New York, NY using Safra Securities LLC
4 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Safra Securities LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| J. Safra Asset Management Corporation | New York City | SEC-registered investment adviser | Over $5 billion |
| Loom Capital Management LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Penso Advisors, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Rosci Lamb, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
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. Safra Securities LLC nationwide
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AdvisorCensus. Financial advisors in New York, NY using Safra Securities LLC. https://advisorcensus.com/advisors/ny/new-york/custodians/safra-securities https://advisorcensus.com/advisors/ny/new-york/custodians/safra-securities