Brett Sonzogni
Brett Sonzogni is a registered investment advisor at Empower Private Wealth, based in New York, NY, with 8 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Retirement Planning, and 1 more. Their firm serves 26 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is charged on the reported value of client-held private placements and alternative investments for monitoring, administrative oversight, and coordination services.
Fee Estimator
Location
575 Lexington Avenue, New York, NY, 10022
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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 ActivitiesSells Insurance
Brett is an agent for United American, selling Medicare supplements, dedicating minimal time. He is also the CEO of Social Sound Club LLC, a music production company, spending about half his time on this endeavor.
Employment History
Current Registrations
Empower Private Wealth
Revere Securities LLCBroker
Previous Registrations
B Riley Wealth Management
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
State Registrations24 states
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