Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 Westchester Ave. Suite 101, White Plains, NY 10604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-26 |
| NY | RA | APPROVED | 2026-02-20 |
Branch Locations
777 Westchester Ave. Suite 101, White Plains, NY 10604 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 07/2011 | 10/2020 |
| Insight Advisors, Llc | Newtown | PA | 10/2020 | 04/2026 |
| Prism Planning And Solutions Group | White Plains | NY | 02/2026 | Present |
Estate Planning Council of Westchester; not investment related; 415 Gramatan Ave. #3D, Mt. Vernon, NY 10552; non-profit promoting exchange of idea among estate planning professionals; Immediate Past President; Board of Directors; January 2016; 3 hours per month, none during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-27 |
Reach out to this advisor