HILLCREST WEALTH ADVISORS - NY, LLC of HOLMDEL, NJ is an SEC-registered investment adviser (CRD 126818). Regulatory assets under management: $390.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Danny Anthony Yu | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| WEINSTEIN CHARLES | COMMITTEE MEMBER; EXECUTIVE COMMITTEE MEMBER | — |
| BOLIVAR ABDON | CHIEF COMPLIANCE OFFICER | — |
| SPEISS TIMOTHY PATRIC | COMMITTEE MEMBER | — |
| WATSON GARY PAUL | CFO & FINANCIAL PRINCIPAL EXECUTIVE COMMITTEE | — |
| ALWARDT PETER SCOTT | COMMITTEE MEMBER; PRESIDENT; PRESIDENT, CCO, EXECUTIVE COMMITTEE MEMBER (+1 more) | — |
| JAMES REBECCA SUE | EXECUTIVE COMMITTEE MEMBER | — |
| HANKS CATHERINE HARTLETT | CHIEF COMPLIANCE OFFICER | — |
| YU DANNY ANTHONY | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| LIN JENNIFER MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| WEINSTEIN CHARLES NMN | COMMITTEE MEMBER | — |