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American Financial & Tax Strategies, Inc. CRD 115559
$279M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1650 Broadway Suite 1405, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-27 |
| NY | RA | APPROVED | 2021-09-02 |
Branch Locations
840 Ne 20Th Ave, Fort Lauderdale, FL 33304 • United States
1650 Broadway Suite 1405, New York, NY 10019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Financial And Tax Strategies | New York | NY | 10/1992 | Present |
Trustee and executor work for certain advisory clients. Investment-related. Location: New York, NY and Fort Lauderdale, FL. Started in September 2019. 8 hrs./month with most of it during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-01 |
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