George Sinnott
George Sinnott is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Elmsford, NY, with 45 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
565 Taxter Rd, Suite 490, Elmsford, NY, 10523
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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
George is an Investment Advisor Representative with Kestra Advisory Services, LLC, dedicating nearly all of his time to investment advisory services. He is also the President of Sinnott Wealth Management, Inc., which provides consulting, insurance, and investment advisory services, taking up most of his time.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Veravest Investments, INC.Broker
State Registrations15 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.
Exams
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