A complete list of active advisors currently associated with Variety RIA LLC
Warmer can help you find a great advisor at Variety RIA LLC or one who fits your needs even better.
The firm provides wealth management, financial planning, and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and businesses. It is a newly formed, registered investment adviser (established and registered in 2025) with a single principal and reported no assets under management as of the most recent filing. Investment decisions are guided by an asset-allocation framework grounded in Modern Portfolio Theory and a mix of passive and active funds, with a long-term holding orientation and discretionary trading authority when clients agree. The firm recommends institutional custodians and relies on custodian valuations and individual-account trade execution rather than block trading. Notably, the firm’s principal maintains outside business activities that include a licensed real estate brokerage/property management entity and ownership of a tax-preparation business, and continues to practice as a pharmacist; the brochure discloses these affiliations and states clients are not solicited for the real estate business and are not required to use the tax services. These outside activities, together with the firm’s recent formation and lack of AUM, are highlighted in the brochure and disclosed as potential conflicts with described mitigation measures.
To learn more about the advisors currently working at Variety RIA LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brooklyn, NY
| 0
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
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")