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Paige Mackenzie Rimer

Joel Isaacson & CO., LLC

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About Paige Mackenzie Rimer

Paige Mackenzie Rimer is an Investment Advisor Representative associated with Joel Isaacson & Co., LLC. Paige has been in the financial industry since 2017. Paige earned the Series 63, Series 65 and Series 7 licenses. Paige holds the Certified Financial Planner designation. Paige's previous employment includes working for Vanguard Marketing Corporation in Malvern, PA. Paige's expertise lies in portfolio management for individuals, financial planning, selection of other advisers, and tax planning and compliance consulting services.

Firm Information

Paige Rimer is currently registered with Joel Isaacson & CO., LLC. Joel Isaacson & CO., LLC is a registered investment advisor based in New York, NY. They offer financial planning, portfolio management for individuals, and tax planning and compliance consulting services. The firm has a total of 5,103 accounts under management with approximately $6.89 billion in regulatory assets. They primarily serve high-net-worth individuals and individuals other than high-net-worth, as well as charitable organizations.
Joel Isaacson & CO., LLC

546 FIFTH AVENUE

NEW YORK, NY 10036

$6.89B

Assets Under Management

Not reported

Total Clients

14

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax planning and compliance consulting services

Tax planning and compliance 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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Paige Rimer’s Registration & Firm History

NY

08/31/2022 - Present

Joel Isaacson & CO., LLC (NEW YORK NY)

PA

09/11/2017 - 12/03/2021

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 09/11/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paige Mackenzie Rimer.
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