Periscope Wealth Partners
Financial Services
New York, Ny, United States
5 employees
- Employees
- 5
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Periscope Wealth Partners Overview
- Headquarters
- New York, Ny, United States
- Website
- www.periscopewp.com
- Industry
- Financial Services
- Employees
- 5
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Periscope Wealth Partners
Boutique Financial Services Firm - Tailored investment & risk management strategies for individuals, small businesses, endowments. With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer (Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Periscope Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 7024239.1(9/24)(Exp.9/26)
Periscope Wealth Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Periscope Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Patrick Mcevoy | Periscope Wealth Partners | New York, United States |
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|
| Peter Soriento | Managing Partner at Periscope Wealth | New York, United States |
Email
Phone
|
| Carolina Leppert | Director of Operations at Periscope | New York, United States |
Email
Phone
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| Gavroche Gelin | Financial Advisor | New York, United States |
Email
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Employees by Management Level
Individual contributor
3 profiles
Director
1 profile
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