Areas of Practice
Investment ManagementAlternative Investments
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
626 clients
Average Client Portfolio
$50K average
Assets Under Management
$31.1M

Fee Structure

Financial Planning:Investment management only
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Location

1 World Trade, 57th Floor, New York, NY, 10007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Masterworks Advisers, LLC
April 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2023 - April 2025 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2023 - April 2025 · 1 yr 7 mos
Patrick Capital Markets, LLCBroker
October 2021 - November 2022 · 1 yr 1 mo
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.