Broker Check

Wealth Advisory Group - New York, NY

355 Lexington Avenue, 9 Fl., New York, NY 10017

TEL (212)541-8800

250 Crossways Park Drive, Woodbury, NY 11797

TEL (516)677-6200

Albany Associates

Alex Kastrinakis joined Wealth Advisory Group in the summer of 2018, bringing more than 30 years of experience in successful business management and client service to the team. He is passionate about using that expertise to assist...

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Christine joined WAG in 2016 after being a client. She knew she would be able to empower people to ultimately make better financial decisions and no longer fear money. After leaving the car business Christine has to put her marketing...

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As a financial advisor, I strive to help individuals and families manage their debt in to order to optimize their money saving potential. This goal of optimization should be pursued by individuals and businesses alike, which allows...

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Jessica Ayala

Brokerage Manager

518.867.3210

518.867.3209

Jessica arrived at Wealth Advisory Group with a successful track record in marketing & business strategy and years of industry experience. As the Latham-based Brokerage Manager, she is dedicated to growing the agency’s local...

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Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the...

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Karen Blase

Financial Advisor

518.867.3210

518.867.3209

Karen Blase joined the Wealth Advisory Group team in the summer of 2018, bringing with her almost 15 years of client service experience earned during a successful career in the retail space. During that time, Karen was consistently...

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Kristen joined our firm in 2016, bringing with her a wealth of industry experience. Her primary role is that of investment specialist, providing our advisors with education and technical support. She employs a common-sense approach to...

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Louis Sackal

Financial Representative

518.867.3210 x 125

518.867.3209

Lou joined the Latham office with two decades of expertise in high tech, ready to put his financial background to work for his clients. Possessing a Bachelor of Science, Master of Engineering, and Master of Business Administration from...

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Nicolas Earl

Financial Representative

5188673210

5188673209

Nicolas Earl joined Wealth Advisory Group as a Financial Representative after several years of successful experience in running his own business. He specializes in providing innovative financial solutions to young professionals and...

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Sabina Longo

Financial Representative

518.867.3210 x 130

518.867.3209

Sabina joined Wealth Advisory Group in September of 2017. Since a young age, Sabina was mentored by her grandfather Paul, who studied and had a passion for economics. Paul believed a strong education was one of the most powerful tools...

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Imagine a life for you and your family where you are financially sound with less stress and the ability to live the life you've always wanted. It is a dream scenario we all want, which is why I ultimately decided to pursue a career as...

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William Brownell

Financial Representative

518.867.3210

518.867.3209

A cum laude graduate of the University of Albany with degrees in Finance and Economics, William Brownell joined the Wealth Advisory Group team in early 2019. While at U Albany, William was a member of Pi Sigma Epsilon, a business...

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Zachary Timm joined Wealth Advisory Group in the fall of 2018 after a successful year at Forrester’s Financial. A Registered Representative with his Series 6, 7, 63 and 65 licenses, Zak is passionate about working with retirees...

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