Cavalier Advisory & Insurance

Cavalier Advisory & Insurance (CRD# 286690) is a financial advisory firm headquartered in East Jewett, NY. They manage $1,589,624 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
25 Mountain View Estates Rd, Unit B 7, East Jewett, NY 12424
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $198,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Cavalier Advisory & Insurance
Showing 1 - 1 of 1 top financial advisors.
1
William Sjem, financial advisor East Jewett NY
William Sjem
CRD#: 4308404
25 Mountain View Estates Rd, Unit B 7, East Jewett, NY 12424

William Sjem (CRD# 4308404) is an Investment Advisor Representative working at Cavalier Advisory & Insurance in East Jewett, NY and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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