WEALTHSTREAM ADVISORS, INC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 129428). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Aaron Michael Tawil | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Michael Eric Goodman | PRESIDENT | — |
| Michael Stuart Kimmel | SENIOR ADVISOR AND PRINCIPAL | — |
| GOODMAN MICHAEL ERIC | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| TAWIL AARON MICHAEL | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| KIMMEL MICHAEL STUART | SENIOR ADVISOR AND PRINCIPAL | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MELVILLE | NY | 0 | (212) 971-9241 |
| ALEXANDRIA | VA | 0 | (212) 971-9241 |
| MELVILLE | NY | 0 | (212) 971-9241 |
| ALEXANDRIA | VA | 0 | (212) 971-9241 |