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Frank Torrone

Satovsky Asset Management LLC

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About Frank Torrone

Frank Torrone is a Certified Financial Planner® with over 10 years of experience in the financial services industry. Frank is currently registered with Satovsky Asset Management LLC as a Registered Representative and Investment Advisor Representative. Frank has a strong background in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and institutions. Frank is committed to providing his clients with personalized financial advice and strategies that are tailored to their specific needs and goals. Frank has experience working with clients from a variety of backgrounds, including high-net-worth individuals, corporations, and charitable organizations. He is passionate about helping his clients achieve their financial goals and build a secure future. Previous experience includes working with Lenox Wealth Advisors and Mariner Wealth Advisors.

Firm Information

Frank Torrone is currently registered with Satovsky Asset Management LLC. Satovsky Asset Management LLC is an investment advisory firm located in NEW YORK, NY. The firm provides a range of advisory services including financial planning, pension consulting, consulting services, and portfolio management for individuals, businesses, and pooled investment vehicles. With over 792 million dollars in regulatory assets under management, Satovsky Asset Management LLC primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and charitable organizations.
Satovsky Asset Management LLC

232 MADISON AVENUE

NEW YORK, NY 10016

$792.11M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Frank Torrone’s Registration & Firm History

NY

09/28/2021 - Present

Satovsky Asset Management LLC (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frank Torrone.
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