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
355

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  • United States Of America
    346
  • Canada
    9

Asia
5

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  • Malaysia
    5

Europe
4

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  • Spain
    2
  • Slovenia
    1
  • Hungary
    1

Oceania
1

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  • Australia
    1

Wealth Advisory Group LLC's Leadership

  • Stylized image of a person
    C. C.
    Chief Operating Officer
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  • Stylized image of a person
    H. G. N.
    Chief Financial Officer And Operations Manager
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    J. D.
    Chief Financial Officer
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    P. O.
    Vice President Information Technology Infrastructure
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    R. M. F.
    President And Ceo - Global Intelligence Corp
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    R. W.
    President
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  • Stylized image of a person
    C. E.
    President
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  • Stylized image of a person
    H. L.
    President & Founder
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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
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    A. R.
    Director Of New Business
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    United StatesNew York
    May 29, 2026
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    A. B.
    Director Of New Business And Brokerage Operations
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    United StatesNew York
    Apr 21, 2026
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    A. H.
    Director Government Programs
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    UNITED STATES
    Aug 04, 2023
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    B. S.
    Managing Director
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    United StatesMinnesota
    Aug 03, 2024
  • Stylized image of a person
    J. S.
    Managing Director
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    United StatesNew York
    Jun 30, 2024
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    M. T.
    Director Underwriting
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    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    P. T.
    Director Operational Risk
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    Jan 10, 2024
  • Stylized image of a person
    S. M.
    Director Of Operations
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    United StatesConnecticut
    Oct 18, 2024
  • Stylized image of a person
    S. S.
    Managing Director
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    United StatesNew York
    Feb 06, 2024
  • Stylized image of a person
    T. N.
    Regional Director
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    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Wealth Advisory Group LLC known for?

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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 . Explore Wealth Advisory Group LLC's company overview page for more information.

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

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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?

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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?

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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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