# FOGEL NEALE PARTNERS LLC

FOGEL NEALE PARTNERS LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 149329
- Type: SEC-registered investment adviser
- SEC file number: 801-70412
- Location: 90 BROAD ST., SUITE 2202, NEW YORK, NY, 10004
- Phone: 212-949-0922
- Latest filing: 2011-01-03
- Regulatory AUM: $7.6M
- Discretionary AUM: $7.6M
- Clients: 11
- Accounts: 30

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| SACKS RICHARD HARRIS | INVESTMENT ADVISER REPRESENTATIVE | — |
| FOGEL RALPH ALAN | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; PARTNER | — |
| NEALE ANDREW JAMES | EXECUTIVE; PARTNER | — |
| STINEMAN JOSEPH NORMAN | CHIEF COMPLIANCE OFFICER | — |
| COSME DAMARIS | CLIENT SERVICES DIRECTOR | — |
| SILVERBERG FRANK | PRIVATE WEALTH ADVISOR | — |
| FOGEL PHILIP MICHAEL | PARTNER | — |
| FOGEL ROBERT JOEL | PARTNER | — |
| KASHAN MICHAEL J | PARTNER | — |
| WU JIE | INVESTMENT ADVISER REPRESENTATIVE | — |
| WAXLER JASON DAVID | INVESTMENT ADVISER REPRESENTATIVE | — |
| ZWICK HARRY IAN | INVESTMENT ADVISER REPRESENTATIVE | — |
| OTTEN DENISE GABAY | INVESTMENT ADVISER REPRESENTATIVE | — |
| SCHULTZ KENNETH BARRY | CHIEF FINANCIAL OFFICER | — |
| BAVARO DOMINIC MICHAEL | INVESTMENT ADVISER REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149329/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149329/similar
- Related entities: https://search.stillhousedata.com/firm/149329/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149329

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.