Erguis Mertiri
Erguis Mertiri is a registered investment advisor at Empire State Wealth Advisors INC, based in New City, NY, with 13 years of industry experience. Erguis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
151 North Main Street, Suite 405, New City, NY, 10956
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2017Other Business Activities
Erguis is the President and CEO of Main Street Financial Services LLC, a financial services company. This activity takes about half of Erguis's time.
Employment History
Current Registrations
Empire State Wealth Advisors INC
Main Street Asset Management LLC
Previous Registrations
Main Street Asset Management LLC
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Sigma Financial CorporationBroker
Spc
LPL Financial Corporation
LPL Financial CorporationBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Citicorp Investment ServicesBroker
State Registrations2 states
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.