Joel Isaacson & Co., LLC
New York, NY·SEC-registered · CRD #152450
Joel Isaacson & Co., LLC is an SEC-registered investment advisory firm in New York, NY managing $9.3B across 7.4k client accounts, with 20 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.3B
Client accounts
7.4k
Advisory staff
20
Fee model
Fee-based
How Joel Isaacson & Co., LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Joel Isaacson & Co., LLC
How much does Joel Isaacson & Co., LLC manage?
Per its most recent SEC Form ADV filing (03/16/2026), Joel Isaacson & Co., LLC reports $9.3B in regulatory assets under management across roughly 7.4k client accounts.
How does Joel Isaacson & Co., LLC charge?
Joel Isaacson & Co., LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Joel Isaacson & Co., LLC a fiduciary?
Yes. Joel Isaacson & Co., LLC is registered with the U.S. Securities and Exchange Commission (CRD #152450), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Joel Isaacson & Co., LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Joel Isaacson & Co., LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in New York, NY
Profile compiled from Joel Isaacson & Co., LLC's public SEC Form ADV filing (CRD #152450, filed 03/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Joel Isaacson & Co., LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Joel Isaacson & Co., LLC? Claim this profile.