AS
AS

Albin Scaria

2 Years of Experience
Williston Park, NY

Albin Scaria is a registered investment advisor at Drawingboard Wealth Advisors, based in Williston Park, NY, with 2 years of industry experience. Albin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3M+1.50%

Fees are generally negotiable.

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

Williston Park, NY

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Albin is the founder and managing member of DrawingBoard Capital LLC, a strategic advisory firm and family holding company, since May 2024. This takes about half of Albin's time, with a few hours per week during trading hours and the rest outside of trading hours.

Employment History
Current Registrations
Drawingboard Wealth Advisors
May 2024 - Present · 2 yrs
Previous Registrations
Ballentine Partners
November 2022 - March 2023 · 4 mos
State Registrations1 state
NY
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.
Albin Scaria - Financial Advisor | TrueAdvisor