EXCEED ADVISORY LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 170403). Regulatory assets under management: $119.2M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Joseph Halpern | MANAGER & CCO; OWNER | New York, NY |
| SOLOMON HOWARD | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER | — |
| HALPERN JOSEPH | CHIEF COMPLIANCE OFFICER; MANAGER; MANAGER & CCO (+1 more) | — |
| POWELL MARGARET | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 502.609.9306 |
| — | — | 1 | 502.609.9306 |