NY · Brooklyn

Fiduciary advisors in Brooklyn, NY

2 advisors with offices in Brooklyn. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed
2 results in Brooklyn

AQS Management, LLC

★5.0(12)

Brooklyn, New York

AQS Management, LLC is an investment management firm based in Brooklyn that serves individuals, businesses, trusts, foundations, and family offices using quantitative, data-driven investment strategies. The firm offers specialized approaches for retirees, women investors, and professionals seeking retirement account growth, along with actively managed equity strategies including Aggressive Growth, Adaptive, and Alpha Opportunity portfolios. AQS emphasizes collaboration with external portfolio managers, accessibility for various client sizes, and full transparency into account holdings and performance. The firm works through a three-step process: initial consultation to understand financial objectives and risk tolerance, strategy development backed by data analysis, and account setup and ongoing management.

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Financial advisors in Brooklyn, New York

Advisors serving Brooklyn specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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