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2 advisors near New York, NY
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Jordan H
Series 65
Teaneck, NJ
Revel Wealth Management
Jordan Hod is a financial advisor at Revel Wealth Management with one year of experience in wealth management and financial consulting. He holds a Series 65 designation and has prior work experience at Ellkay, LeagueApps, and Yeshiva University. Revel Wealth Management offers discretionary wealth management and stand-alone financial consulting services to individuals, families, business owners, trusts, estates, charitable organizations, and other entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and charting to construct and monitor portfolios, utilizing a broad range of investment instruments and both long- and short-term strategies.
Justin H
Series 66
Teaneck, NJ
Revel Wealth Management
Justin Hod is a financial advisor at Revel Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at May Capital Group, Strategic Wealth Management Group, Bank of America, Merrill, and Yeshiva University. Revel Wealth Management provides discretionary wealth management and financial consulting services to individuals, families, business owners, trusts, estates, charitable organizations, and other business entities. The firm employs a mix of quantitative and qualitative analysis, modern portfolio theory, and charting to manage portfolios using a broad range of investment instruments, and offers both asset-based advisory fees and fixed-fee financial consulting options.
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2 advisors near New York, NY
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