What departments does Wealth Advisory Group LLC have?

Wealth Advisory Group LLC has employees across 9 departments including Operations, Finance, Information Technology, Business Development, Recruiting.

What is the largest department at Wealth Advisory Group LLC?

The largest department at Wealth Advisory Group LLC is Operations with 6 employees.

Where are Wealth Advisory Group LLC employees located globally?

Wealth Advisory Group LLC has employees across 4 continents and 7 countries including Malaysia, Spain, Slovenia, Hungary, United States Of America.

How has Wealth Advisory Group LLC's team size changed over time?

Wealth Advisory Group LLC's team has grown from approximately 114 to 119 employees based on available data.

Wealth Advisory Group LLC Employee Directory

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

Wealth Advisory Group LLC's key employees include: President And Ceo - Global Intelligence Corp: R. M. F., Chief Operating Officer: C. C., Chief Financial Officer And Operations Manager: H. G. N., Chief Financial Officer: J. D., Vice President Information Technology Infrastructure: P. O..

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.

Wealth Advisory Group LLC Global Highlights

North America
355

United States Of America
346
Canada
9

Asia
5

Malaysia
5

Europe
4

Spain
2
Slovenia
1
Hungary
1

Oceania
1

Australia
1

Wealth Advisory Group LLC's Leadership

C. C.
Chief Operating Officer
Mobile Phone
Email
H. G. N.
Chief Financial Officer And Operations Manager
Mobile Phone
Email
J. D.
Chief Financial Officer
Mobile Phone
Email
P. O.
Vice President Information Technology Infrastructure
Mobile Phone
Email
R. M. F.
President And Ceo - Global Intelligence Corp
Mobile Phone
Email
R. W.
President
Mobile Phone
Email
C. E.
President
Mobile Phone
Email
H. L.
President & Founder
Mobile Phone
Email

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 Info

Location

Last Update

R. W.
President
Mobile Phone
Email
United StatesFlorida
Aug 15, 2025
M. B.
Vice President/ Financial Planner
Mobile Phone
Email
United StatesArizona
May 30, 2026
A. R.
Vice President
Mobile Phone
Email
United StatesVirginia
Sep 15, 2024
D. K.
Vp
Mobile Phone
Email
United StatesNew York
Jul 14, 2023
D. A.
Senior Vice President And Group Profit Center Officer
Mobile Phone
Email
Jun 27, 2024
M. W.
Assistant Vice President
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
O. S.
Senior Vice President
Mobile Phone
Email
United StatesNew York
Feb 06, 2024
P. O.
Vice President Information Technology Infrastructure
Mobile Phone
Email
United StatesNew York
Jul 31, 2025
T. H.
Vice President
Mobile Phone
Email
United StatesNew York
Jul 07, 2024
T. D.
Senior Vice President, Business Development
Mobile Phone
Email
United StatesMassachusetts
Oct 21, 2024

Frequently Asked Questions

What is Wealth Advisory Group LLC known for?

Wealth Advisory Group LLC was founded in 1933 operates in the Financial Services industry. The company's main headquarters is located in 777 3rd Avenue Suite 1703 New York, New York 10017 United States; you can contact the 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?

Wealth Advisory Group LLC employees' email format typically follows the pattern of . 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?

Wealth Advisory Group LLC has approximately 134 employees as of June 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

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

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

Chief Operating Officer: C. C.
Chief Financial Officer And Operations Manager: H. G. N.
Chief Financial Officer: J. D.
Vice President Information Technology Infrastructure: P. O.
President And Ceo - Global Intelligence Corp: R. M. F.

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Wealth Advisory Group LLC Employee Directory

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