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John Steven Pantowich

Tag Associates LLC

New York, NY

CRD 4332367

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Employer firm

Tag Associates LLC CRD 116959

$7.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Tag Associates Llc

810 Seventh Avenue 7Th Floor, New York, NY 10019-5890 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-05-01
  • TX RA
    APPROVED
    Since 2014-05-01

Branch Locations

810 Seventh Avenue 7Th Floor, New York, NY 10019-5890 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tag Associates Llc New York NY 01/2002 Present
Previous Registrations

View on SEC IAPD

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