LeadIQ logo
Learn more at LeadIQ.com
Wealth Advisory Group LLC logo

Wealth Advisory Group LLC Employee Directory

Financial ServicesNew York, United States51-200 Employees

Wealth Advisory Group LLC is a mid-sized financial services firm that provides comprehensive wealth management and planning. Its disciplined approach encompasses insurance and investments tailored to individual needs, with the aim of helping clients achieve the quality of life they envision. A team of more than 100 associates supports clients through a full range of planning activities, reflecting the firm’s long-standing presence since 1933 in the field. Headquartered in New York City, the firm combines its history with a broad offering of planning services.

Find Wealth Advisory Group LLC employees' phone numbers or email addresses

Wealth Advisory Group LLC Global Highlights

Location
Employees

North America
377

Minus sign iconPlus sign icon
  • United States Of America
    367
  • Canada
    10

Asia
9

Minus sign iconPlus sign icon
  • Malaysia
    7
  • India
    2

Europe
2

Minus sign iconPlus sign icon
  • Slovenia
    1
  • Spain
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

Wealth Advisory Group LLC's Leadership

  • Vice President Operations at Wealth Advisory Group LLC
    H. R.
    Vice President Operations
    Mobile Phone
  • President And Ceo - Global Intelligence Corp at Wealth Advisory Group LLC
    R. M. F.
    President And Ceo - Global Intelligence Corp
    Mobile Phone
  • President at Wealth Advisory Group LLC
    R. W.
    President
    Mobile Phone
  • Managing Partner at Wealth Advisory Group LLC
    B. W.
    Managing Partner
    Mobile Phone
  • Managing Partner at Wealth Advisory Group LLC
    A. S.
    Managing Partner
    Mobile Phone
  • Senior Vice President And Group Profit Center Officer at Wealth Advisory Group LLC
    D. A.
    Senior Vice President And Group Profit Center Officer
    Mobile Phone
  • Director Of Business Development at Wealth Advisory Group LLC
    J. S.
    Director Of Business Development
    Mobile Phone
  • Director Operational Risk at Wealth Advisory Group LLC
    P. T.
    Director Operational Risk
    Mobile Phone

Wealth Advisory Group LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Recruiting
  • Finance
  • Other

Contact profiles from Wealth Advisory Group LLC

Name
Title
Contact
Location
Last Update
  • Account Manager at Wealth Advisory Group LLC
    J. C.
    Account Manager
    Mobile Phone
    Oct 18, 2024
  • Manager at Wealth Advisory Group LLC
    J. P.
    Manager
    Mobile Phone
    Oct 17, 2024
  • Manager Financial Management at Wealth Advisory Group LLC
    J. L.
    Manager Financial Management
    Mobile Phone
    Apr 24, 2026
  • Internal Sales Manager at Wealth Advisory Group LLC
    S. J. R.
    Internal Sales Manager
    Mobile Phone
    Jul 07, 2024
  • Principal at Wealth Advisory Group LLC
    C. H.
    Principal
    Mobile Phone
    Oct 22, 2024
  • Principal at Wealth Advisory Group LLC
    W. D.
    Principal
    Mobile Phone
    Oct 22, 2024
  • Financial Advisor at Wealth Advisory Group LLC
    M. C.
    Financial Advisor
    Mobile Phone
    Jun 25, 2026
  • Financial Advisor And Investment Advisory Representative at Wealth Advisory Group LLC
    K. R.
    Financial Advisor And Investment Advisory Representative
    Mobile Phone
    Sep 14, 2026
  • Financial Advisor at Wealth Advisory Group LLC
    H. B.
    Financial Advisor
    Mobile Phone
    May 28, 2026
  • Investment Advisory Representative/Park Ave Securities at Wealth Advisory Group LLC
    C. M. P.
    Investment Advisory Representative/Park Ave Securities
    Mobile Phone
    Jun 30, 2026

Frequently Asked Questions

What is Wealth Advisory Group LLC known for?

Minus sign iconPlus sign iconWealth Advisory Group LLC was founded in 1933 and operates in the Financial Services industry. You can contact Wealth Advisory Group LLC's main corporate office by phone at
+1-212-541-****
. Explore Wealth Advisory Group LLC's company overview page for more information.

What is Wealth Advisory Group LLC's most common email format?

Minus sign iconPlus sign iconWealth Advisory Group LLC employees' email format typically follows the pattern of First_Last@glic.com. Trying to find reliable and up-to-date employee contact data? Find more Wealth Advisory Group LLC email formats with LeadIQ.

How many employees does Wealth Advisory Group LLC have currently?

Minus sign iconPlus sign iconWealth Advisory Group LLC has approximately 129 employees as of August 2026. These team members are located across 4 continents, including North America, Asia and Europe.

Who are Wealth Advisory Group LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Wealth Advisory Group LLC's key employees include:

  • Vice President Operations: H. R.
  • President And Ceo - Global Intelligence Corp: R. M. F.
  • President: R. W.
  • Managing Partner: B. W.
  • Managing Partner: A. S.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.