Gissette Cruz
Gissette Cruz is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Garden City, NY, with 15 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
1225 Franklin Avenue, Suite 150, Garden City, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Murphy & Cruz Advisors is a marketing name for Gissette's BRWM business, and all business is conducted through BRWM. This activity is investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Dominick & Dominick LLC
Dominick & Dominick LLCBroker
State Registrations32 states
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