Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

11 Marshall Rd Ste 2A, Wappingers Falls,...

Phone Number

(845) 463-3366

Revenue

<$5 Million

Industry

Finance Securities Trading

About Wealth Management

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Insurance products are offered through LPL or its licensed affiliates. Wealth Management at HudRead more
Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Wealth Management Org Chart

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Senior VP & Head of Wealth Management

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Vice President, Financial Consultant II

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Vice President, Sales & Manager

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Assistant VP, Wealth Management Operations

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Financial Consultant. Poughkeepsie

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Financial Consultant. Capital District

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Financial Consultant. Fishkill

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Financial Consultant. Arlington

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Financial Consultant. Cortland Manor and Mont...

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Financial Consultant. Mahopac and Brewster an...

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Financial Consultant. Highland and Hyde Park

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Financial Consultant. Hollowbrook and Lagrang...

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Financial Consultant

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Compare Similar Companies to Wealth Management

Compare insights from companies similar to Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Management

<$5M
1-10
Private
-
-
CC
Christopher CanteleSenior VP & Head of Wealth Management
$5.9M
11-50
Private
-
2008
TO
Tawnya OstigaardBusiness Operations Specialist
<$5M
1-10
Private
-
2014
AL
Allison LaneChief Operating Officer & Senior Partner
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Wealth Management Tech Stack

A closer look at the technologies used by Wealth Management

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Frequently Asked Questions Regarding Wealth Management

What is Wealth Management's official website?
Wealth Management's official website is www.wealthathvcu.com
What is Wealth Management's Revenue?
Wealth Management's revenue is <$5 Million
What is Wealth Management's SIC code?
Wealth Management's SIC: 62,628
What is Wealth Management's NAICS code?
Wealth Management's NAICS: 52,523
How many employees does Wealth Management have?
Wealth Management has 1-10 employees
What industry does Wealth Management belong to?
Wealth Management is in the industry of: Finance, Securities Trading
What is Wealth Management competition?
Wealth Management top competitors include: Greenwood Financial Group, Strategic Financial Concepts
What technology does Wealth Management use?
Some of the popular technologies that Wealth Management uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Wealth Management?
Wealth Management contact info: Phone number: (845) 463-3366 Website: www.wealthathvcu.com
What does Wealth Management do?

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on... a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Insurance products are offered through LPL or its licensed affiliates. Wealth Management at Hudson Valley Credit Union and Hudson Valley Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Hudson Valley Credit Union, and may also be employees of Hudson Valley Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Hudson Valley Credit Union or Wealth Management Hudson Valley Credit Union. Securities and insurance offered through LPL or its affiliates are: The LPL Financial registered representatives associated with this site may only discuss and / or transact securities business with residents of the following states:Read More

What are Wealth Management social media links?
Wealth Management Linkedin page Wealth Management Twitter page Wealth Management Facebook page
Is Wealth Management a public company?
Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Wealth Management

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