Advisor at Ravello Partners LLC
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Firm
Ravello Partners LLC
Location
Sag Harbor, NY 11963
Credentials
Series 65
Industry experience
13 years
Douglas Miscoll is a financial advisor at Ravello Partners LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Ravello Partners since 2011. Ravello Partners provides discretionary portfolio management and investment consulting to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment process is based on fundamental research and typically involves a multi-year holding horizon, with flexibility for tactical adjustments including the use of options and margin.
Based on Ravello Partners LLC
1.50% annually
Fee-only: Fee-only advisory services, no commissions or other compensation received
4 Harvard Road
Sag Harbor, NY 11963
New York
Ravello Partners, Llc
2011 - Present (15 years)
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