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Logan Nathan Sugarman

Balcony Partners, LLC

East Hampton, NY

CRD 3105968

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Employer firm

Balcony Partners, LLC CRD 157426

$6.82M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Balcony Partners, Llc

12 Gay Road Number 897, East Hampton, NY 11937 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-07
  • NY RA
    APPROVED
    Since 2024-10-07

Branch Locations

12 Gay Road Number 897, East Hampton, NY 11937 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Balcony Partners Llc East Hampton NY 01/2011 Present
Other Businesses

Founder of Refresh Software Inc which is a software as a service company for HR and insurance. This is not an investment-related business and no time is spent on this business during securities trading hours. The company was founded in 2006.

Designations
  • Chartered Financial Analyst
Other Names
  • Locan Nathan Sugarman

View on SEC IAPD

Nearby Firms

B. RILEY WEALTH ADVISORS, INC.
TLG ADVISORS, INC.
OSAIC WEALTH, INC.

Nearby Investors

CRAIG JAY GREENWALD
MARC LOWLICHT
Peter Bradford Cooper

Nearby Offices

B. RILEY WEALTH ADVISORS, INC. · East Hampton, NY
TLG ADVISORS, INC. · East Hampton, NY
OSAIC WEALTH, INC. · EAST HAMPTON, NY

More in East Hampton, NY

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