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Ross Joseph Natoli

Joel Isaacson & CO., LLC

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About Ross Joseph Natoli

Ross Joseph Natoli is a Certified Financial Planner and is currently registered as an Investment Advisor Representative with Joel Isaacson & Co., LLC. Ross has been working in the financial services industry since 2014, and has experience with various firms, including Betterment LLC and Anheuser Busch. Ross provides financial planning, portfolio management services for individuals, and also provides tax planning and compliance consulting services. Ross has a strong track record of success in helping clients achieve their financial goals, with over $6.8 billion in assets under management.

Firm Information

Ross Natoli 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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Ross Natoli’s Registration & Firm History

NY

11/29/2021 - Present

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

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Licenses & Designations

IA

Issued 02/15/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ross Joseph Natoli.
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