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1010 Northern Boulevard Suite 310, Great Neck, NY 11021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-29 |
| TX | RA | APPROVED_RES | 2020-11-06 |
Branch Locations
1010 Northern Boulevard Suite 310, Great Neck, NY 11021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | New York | NY | 10/2017 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 10/2017 | 11/2020 |
| Status Labs | New York | NY | 01/2016 | 10/2017 |
| Palumbo Wealth Management Llc | Great Neck | NY | 11/2020 | Present |
| Private Client Services Llc | Great Neck | NY | 10/2022 | 12/2025 |
1) Mid Island Y Jewish Community Center. 45 Manetto Hill Rd, Plainview, NY 11803. The Mid-Island Y JCC provides vital services and fosters Jewish identity, personal growth, family strength, and community. Board member. 2) Insurance Sales. Not investment-related. Business is conducted from 1010 Northern Boulevard; Suite 310, Great Neck, NY, 11021. Licensed Insurance Agent. Approximately 10 hours of Mr. Engel's time per month is spent in his capacity as an insurance agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-20 |
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