The Bay Ridge Group Advisory Services, Inc. (Endwell)

Name: The Bay Ridge Group Advisory Services, Inc.
Address: 1405 Davis Avenue, Endwell, NY, 13760
Telephone: 607-754-7222

The Bay Ridge Group Advisory Services, Inc. is a large advisory firm based in Endwell. It manages $135.37 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, Florida, New Jersey, and 4 other states.

The Bay Ridge Group Advisory Services provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Bay Ridge Group Advisory Services: assets under management

The assets under management (AUM) of The Bay Ridge Group Advisory Services, Inc. is $135.37 million. The firm's AUM has grown by 153% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $21.58 million in discretionary accounts and $113.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $479.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12.64 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Bay Ridge Group Advisory Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Bay Ridge Group Advisory Services, Inc.

Robert Steven Zuccaro has been acting as President since 1 Apr 2007. Brett Ronald Schneider joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jr. Robert Michael Sedor	President / chief executive officer / chief compliance officer	1 Sep 2005	75% - 100%	1031167
Robert Steven Zuccaro	Director	1 Apr 2007	Other	4240378
National Financial Partners Corp.	Shareholder	1 Apr 2007	75% - 100%	13-4029115
David John Nowacoski	Vice president	1 Apr 2007	Other	2364668
Thomas Michael Surowka	Vice president	1 Apr 2007	Other	1221965
Lori Michell Lieser	Vice president	1 Apr 2008	Other	2131475
Brett Ronald Schneider	Director	1 Jan 2009	Other	5636953

Based in Endwell

The principal office where The Bay Ridge Group Advisory Services, Inc. performs its advisory services is located at 1405 Davis Avenue, Endwell, NY 13760, which is also the mailing address of the firm. An additional office of the firm is in Norwich, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 607-754-7222 or by fax 607-754-8608. The normal business hours are 8:30 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.bayridgegroup.com.