JC
JC

John Cronin

3 Years of Experience
New York, NY

John Cronin is a registered investment advisor at Atalanta Sosnoff Capital, LLC, based in New York, NY, with 3 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 186 clients with $5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
186 clients
Average Client Portfolio
$26.8M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees generally range from 0.20% to 1.00% of the value of your portfolio and are individually negotiated with each client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

505 Fifth Avenue, 17th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is the President of Finishline Capital Inc. and Firsthand Capital Inc., both involved in small business financing since 2012. He spends minimal time on each, primarily keeping the businesses current with the state and filing taxes.

Employment History
Current Registrations
Atalanta Sosnoff Capital, LLC
October 2022 - Present · 4 yrs
State Registrations2 states
NJNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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