1792 Wealth Advisors
1792 Wealth Advisors

1792 Wealth Advisors Information

Contact top employees from 1792 Wealth Advisors

Summary

1792 Wealth Advisors is a practice founded, built, and managed by advisors who have made the journey to independence. We know what you’re going through because we’re going through the same thing every...Show more

Organization Website

join1792.com

Social Links

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Phone Number

9738665270

Industries

Headquarters Location

New York Metro, US

Employees Size

10-50 employees

Specialties

Business Owners, Corporate Executives, Corporate Retirement Plans, Endowments & Foundations, Families, Family Offices, Health Care Professionals, Non Profits, Retirees, Sudden Wealth, Women Investors

Founded

2017

Employees Turnover 3 quarter 2025

Length of Employment
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Employee tenure at 1792 Wealth Advisors shows a diverse range of experience levels:
13% have been with the company for less than 1 year25% for 1–2 years25% for 3–4 years25% for 5–7 years13% for 8–10 years
Contact top employees from 1792 Wealth Advisors
Richard Osuji
Vice President - Financial Advisor
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Dave Simon
Financial Advisor, RJFS |
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Daniel Barrett
Private Wealth Management
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Larissa Kelly Milligan
Marketing Consultant,
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Richard Miktus
VP, 1792 Wealth Advisors - Wealth Advisor, RJFS
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Corinne Brogan
Portfolio Strategist
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Robert Milligan CFP®
Managing Partner, 1792 Wealth Advisors - Branch Manager, Senior Wealth Advisor, RJFS
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Amanda D’Alia
Registered Client Relations Specialist, RJFS
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Lisa Kain
Transition Director
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Mike Citron
Wealth Advisor, Raymond James Financial Services
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FAQ

1792 Wealth Advisors operates in the Finance industries. More details can be found on the official website: join1792.com.
The headquarters of 1792 Wealth Advisors are located in New York Metro, United States.
You can contact 1792 Wealth Advisors by phone at 9738665270.
1792 Wealth Advisors currently employs 10-50 people.
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