Periscope Wealth Partners
Company

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
Industry
Financial Services
Employees
5
NAICS
Finance and Insurance
Monetary 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 Contact
Patrick Mcevoy Periscope Wealth Partners
View
Peter Soriento Managing Partner at Periscope Wealth
Email Phone
Carolina Leppert Director of Operations at Periscope
Email Phone
Gavroche Gelin Financial Advisor
Email

Employees by Management Level

Individual contributor 3 profiles
Director 1 profile

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