Best Investors
Account
Sign in
Best Investors
Account
Sign in
18 Division St Unit 301, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-15 |
Branch Locations
18 Division St Unit 301, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Saratoga Springs | NY | 12/2003 | 11/2017 |
| Shade Tree Advisors Llc | Saratoga Springs | NY | 01/2019 | 08/2021 |
| Bender Lane Advisory | Albany | NY | 11/2017 | 01/2019 |
| Nye Street Partners Llc | Saratoga Springs | NY | 07/2021 | Present |
| Optifino | New York | NY | 06/2024 | Present |
| The Leaders Group Inc | Littleton | CO | 07/2024 | 12/2025 |
1.) OPTIFINO - 6/1/2024 - 17 State Street, New York, NY 10004 - Wholesaler, Working with Lifewize on a referral basis, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) NYE STREET PARTNERS - 8/1/2021 - 18 Division Street, Suite 301, Saratoga Springs, NY 12866 - Managing member, Advise ultra high net worth client/manage the family office practice, Invt Rel, Multifamily RIA, 40 hrs/mo; 1 hr/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-04 |
Reach out to this advisor