Klingman and Associates, LLC, an Independent Registered Investment Advisor Employee Directory

Q: What is the largest department at Klingman and Associates, LLC, an Independent Registered Investment Advisor?

The largest department at Klingman and Associates, LLC, an Independent Registered Investment Advisor is Operations with 4 employees.

Financial ServicesNew York, United States11-50 Employees

Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients.

We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve.

To learn more about Klingman & Associates, visit https://www.klingmanria.com/

Find Klingman and Associates, LLC, an Independent Registered Investment Advisor employees' phone numbers or email addresses

Klingman and Associates, LLC, an Independent Registered Investment Advisor Global Highlights

North America
34

United States Of America
34

Klingman and Associates, LLC, an Independent Registered Investment Advisor's Leadership

M. P.
Chief Operating Officer
Mobile Phone
Email
B. H.
Chief Of Staff
Mobile Phone
Email
G. K.
Founder And President
Mobile Phone
Email
D. D.
Director Of Investments
Mobile Phone
Email
C. L.
Director Of Client Services
Mobile Phone
Email
C. C.
Director Of Operations
Mobile Phone
Email
R. K.
Office Manager
Mobile Phone
Email
S. F. K.
Manager, Client Information Systems
Mobile Phone
Email

Klingman and Associates, LLC, an Independent Registered Investment Advisor Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Business Development
Community & Social Services
Other

Contact profiles from Klingman and Associates, LLC, an Independent Registered Investment Advisor

Name

Title

Contact Info

Location

Last Update

B. W.
Senior Associate Business Administration
Mobile Phone
Email
United StatesNew York
Aug 11, 2025
M. W.
Senior Associate
Mobile Phone
Email
Sep 11, 2025
T. Y.
Senior Operations Specialist
Mobile Phone
Email
United StatesFlorida
Apr 15, 2026
P. B.
Senior Client Relationship Associate
Mobile Phone
Email
United StatesNew Jersey
Apr 14, 2026
C. L.
Wealth Advisor
Mobile Phone
Email
United StatesNew York
Apr 13, 2026
J. T.
Financial Planning Associate
Mobile Phone
Email
United StatesNew York
Nov 27, 2025
J. K.
Wealth Advisor
Mobile Phone
Email
United StatesNew York
Apr 16, 2026
L. D. R.
Wealth Advisor
Mobile Phone
Email
United StatesNew York
Jan 27, 2026
M. H.
Client Relationship Associate
Mobile Phone
Email
United StatesNew York
Aug 08, 2025
M. M.
Wealth Advisor
Mobile Phone
Email
Mar 16, 2026

Frequently Asked Questions

What is Klingman and Associates, LLC, an Independent Registered Investment Advisor known for?

Klingman and Associates, LLC, an Independent Registered Investment Advisor was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 120 West 45th Street Suite 3800 New York, New York 10036 United States; you can contact the main corporate office by phone at

+1-212-336-****

. Explore Klingman and Associates, LLC, an Independent Registered Investment Advisor's company overview page for more information.

What is Klingman and Associates, LLC, an Independent Registered Investment Advisor's most common email format?

Klingman and Associates, LLC, an Independent Registered Investment Advisor employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Klingman and Associates, LLC, an Independent Registered Investment Advisor email formats with LeadIQ.

How many employees does Klingman and Associates, LLC, an Independent Registered Investment Advisor have currently?

Klingman and Associates, LLC, an Independent Registered Investment Advisor has approximately 28 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Klingman and Associates, LLC, an Independent Registered Investment Advisor's key employees and leadership?

As of April 2026, Klingman and Associates, LLC, an Independent Registered Investment Advisor's key employees include:

Chief Operating Officer: M. P.
Chief Of Staff: B. H.
Founder And President: G. K.
Director Of Investments: D. D.
Director Of Client Services: C. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking