user avatar

Simon Brady

Advisor at Anglia Advisors

Updated today

Location

Valley Stream, NY 11581

Credentials

CFP®, Series 63

Industry experience

5 years

About

Simon Brady is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Anglia Advisors. He previously worked at Origin Financial and has been with Anglia Advisors since 2013. Outside of his advisory role, Brady is a paid soccer referee and coach with the Long Island Soccer Referees Association. Anglia Advisors serves individual and household clients, focusing on younger professionals, recently divorced or widowed clients in that age group, and foreign nationals living in the U.S. The firm employs a primarily ETF- and fund-centered investment approach based on Modern Portfolio Theory, offering discretionary portfolio management alongside financial planning services, educational workshops, and specialized consultations for foreign nationals.

Client services

Based on Anglia Advisors

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Anglia Advisors

Factor investing / smart beta Debt management College savings (529s, UTMA, etc.)

Demographic focus

Based on Anglia Advisors

Young Professionals Divorced Widow/Widower Expats

Fee options

Fixed

Single Sessions: $659 (2 hours) or $999 (3 hours); Foreign National Consultations: $999; Estate Planning: Will-based plan $799, Trust-based plan $1,299, Advanced Health Care Directive plan $179; Educational Workshops up to $9,500 per session.

Percentage

$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1,000,000+: 0.75%

Project-based

Foundational Hourly Rate $299, Ongoing Hourly Rate $258 after 8 hours, minimum 3 hours billing.

Other

Fee-only: Per Hour Financial Planning: Foundational Hourly Rate $299, Ongoing Hourly Rate $258, minimum 3 hours billing.

Location

70 E Sunrise Highway, Suite 500

Valley Stream, NY 11581

Most active in

New York

Work history

Origin Financial

2021 - 2021 (1 year)

Anglia Advisors

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Zachary H

Series 65

Brooklyn, NY

Hilty Wealth Management LLC

Zachary Hilty is the sole advisor at Hilty Wealth Management LLC in Brooklyn, NY, with two years of industry experience. He holds a Series 65 credential and has worked in talent development and photography roles at the Billy Farrell Agency alongside his advisory practice. Hilty Wealth Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses primarily on equities, exchange-traded funds, and equity options strategies, using both fundamental and technical analysis within documented client risk frameworks.

Options & derivatives strategies
user avatar

Javier R

Series 63, Series 66

Brooklyn, NY

Hillstrong

Javier Ryzowy is an investment advisor with Hillstrong, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities Inc. for over two decades and has been involved with Hillstrong LLC since 2024. Outside of his advisory work, he serves as managing member of Hudson RE Holdings LLC, a dormant real estate holding company. Hillstrong is a New York-registered investment adviser that provides discretionary portfolio management primarily for institutions and pooled vehicles, with services also available to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using a range of investment tools, including listed securities, options, fixed income, variable insurance products, and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive
user avatar

Rhona L

CFP®, Series 63

Mineola, NY

Wank & Liptzin Advisory Services LLC

Rhona Liptzin is a CFP® and Series 63-licensed advisor at Wank & Liptzin Advisory Services LLC with four years of industry experience. She has worked at Wank & Liptzin, CPA’s since 1994 and at ARS Financial Services since 1985. Liptzin is also a partner in Wank & Liptzin LLP, a CPA firm providing accounting and tax services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals, families, trusts, estates, and businesses. The firm emphasizes comprehensive financial planning with a buy-and-hold investment approach and maintains close client relationships, supported by its affiliation with an accounting practice.

General retirement planning Wealth management
user avatar

Michael D

Series 65

Jericho, NY

Third Tier Wealth Management

Michael Demkiw is a financial advisor at Third Tier Wealth Management in Jericho, NY, holding a Series 65 designation with four years of industry experience. He has been associated with Third Tier Advisors since 2012 and focuses part of his time on fixed insurance sales as a licensed insurance agent. Third Tier Wealth Management is an independent registered investment adviser serving individual and business clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach using primarily low-cost mutual funds and ETFs, supplemented by individual securities and tactical rebalancing, and utilizes third-party platforms to enhance its offerings.

Wealth management General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Chong Tong C

Series 65

Arverne, NY

Rhizome Capital Management LLC

Chong Tong Chen is the sole advisor at Rhizome Capital Management LLC and holds a Series 65 designation with three years of industry experience. He has been with Rhizome Capital Management since 2021 and has been involved with Rhizome Partners LP since 2013. Rhizome Capital Management provides discretionary portfolio management to high-net-worth individuals and manages three privately offered Delaware limited-partnership funds under Regulation D. The firm employs fundamental analysis and pursues concentrated strategies including long/short trading in micro- and small-cap equity and debt, with additional focus on real-estate and hard-asset exposures.

Active portfolio management Concentrated stock management Real estate investing
user avatar

Neil C

CFP®, Series 63

Bayside, NY

NGC Financial, LLC

Neil Carousso is a CFP® and Series 63 licensed financial advisor with over 31 years of industry experience. He has been the principal of NGC Financial, LLC since 2000 and also owns an accounting and tax preparation business focused on individual tax clients during the tax season. NGC Financial provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, with a tactical asset-allocation approach that includes mutual funds, ETFs, bonds, annuities, and other investment vehicles. The firm manages portfolios on a non-discretionary basis and offers advice on retirement and employer plan options for businesses.

Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management Retirement income strategy
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")