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Financial Educational Advisors.LLC (Garden City)


Financial Educational Advisors.LLC is an adviser based in Garden City. It manages $19.63 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.

Financial Educational Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and advice on matters not involving securities. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Educational Advisors: assets under management

The assets under management (AUM) of Financial Educational Advisors.LLC is $19.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.42 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Educational Advisors.LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Garden City

The principal office where Financial Educational Advisors.LLC performs its advisory services is located at 500 Old Country Rd.,, Garden City, NY 11530, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-280-8400 or by fax 516-620-6921. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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