NERDWALLET WEALTH PARTNERS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 337328). Regulatory assets under management: $262.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Daniel Ryan Sterling | CEO | — |
| Meredith Wood Clark | PRESIDENT | — |
| Lauren Debra Sterling | CHIEF OF STAFF | New York, NY |
| Deeann Marie Mays | CHIEF COMPLIANCE OFFICER | — |
| Tim Chao-Ming Chen | OWNER | — |
| James Timothy Bashall | CHIEF OPERATING OFFICER | — |
| Scott C Huang | BOARD MEMBER | — |
| Robert M Ferris | BOARD MEMBER | — |
| Papa Gyan-Baffour | CHIEF COMPLIANCE OFFICER | — |