ALBANYADVISOR GROUP LLC of ALBANY, NY is an SEC-registered investment adviser (CRD 316226). Regulatory assets under management: $302.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Lori Gluck Murphy | FOUNDING PARTNER | — |
| Marc Allen Agel | FOUNDING PARTNER | — |
| Michael Joseph Carrillo | CHIEF COMPLIANCE OFFICER | — |
| Susan Bethany Hart | FOUNDING PARTNER | — |
| MURPHY LORI GLUCK | FOUNDING PARTNER; MEMBER / FINANCIAL ADVISOR | — |
| AGEL MARC ALLEN | FOUNDING PARTNER; MEMBER / FINANCIAL ADVISOR | — |
| CARRILLO MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| HART SUSAN BETHANY | FOUNDING PARTNER; MEMBER / FINANCIAL ADVISOR | — |