Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 E. 44Th Street 21St Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-11-24 |
| TX | RA | APPROVED_RES | 2007-03-01 |
Branch Locations
155 E. 44Th Street 21St Floor, New York, NY 10017 • United States
Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Management Corp. | New York | NY | 08/1989 | Present |
| Forest Hill Capital Corp. | New York | NY | 08/1989 | Present |
| Family Management Securities, Llc | New York | NY | 10/1997 | 07/2025 |
Also an employee of Forest Hill Capital Corporation, a New York licensed insurance agent. PROVIDES BUSINESS ADVISORY SERVICE TO CONDUCE, INC. (F/K/A MISSION CONTROL TECHNOLOGIES), A NON INVESTMENT RELATED TECHNOLOGY COMPANY. 1-5 HOURS A MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-13 |
Reach out to this advisor