1792 Wealth Advisors
Financial Services
New, York, United States
13 employees
- Employees
- 13
- Contacts
- 3
- Emails
- 3
- Phones
- 2
1792 Wealth Advisors Overview
- Headquarters
- New, York, United States
- Website
- join1792.com
- Industry
- Financial Services
- Employees
- 13
- Founded
- 2017
- Funding
- 2025
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 1792 Wealth Advisors
1792 Wealth Advisors is a practice founded, built, and managed by advisors who have made the journey to independence. We know what you’re going through because we’re going through the same thing every day, too. Financial advisors with an entrepreneurial mindset seeking the next step in their career path frequently turn to the supported independence model. It’s easy to see why; frustrated by the constraints and transaction-oriented culture found in wirehouses or other financial services firms, advisors can see that their clients would be better served if they had the freedom to be truly client-centric and act in their best interest. Our partnership delivers a higher payout while simultaneously enhancing the long-term enterprise value of your practice. Partnering with 1792 isn't just a career move - it's a wealth-building strategy. Disclosures: Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
1792 Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
1792 Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brad Mehl, Cfp® | Vice President, Partner, 1792 Wealth | Morristown, New Jersey, United States |
Email
Phone
|
| Barry M. Gross | Senior Vice President, Partner 1792 | New York City Metropolitan Area, United States |
Email
Phone
|
| Dave Simon | Senior Vice President, Partner, 1792 | Greater Philadelphia, United States |
Email
|
| Corinne Brogan | Portfolio Strategist at 1792 Wealth | Morristown, New Jersey, United States |
View
|
Employees by Management Level
Executive
3 profiles
Individual contributor
1 profile
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