Company Information

Get to know Joel Isaacson & Co., LLC

Founded in 1993 by Joel Isaacson, Joel Isaacson & Co., LLC established itself as a prominent fee-only financial planning and investment management firm based in New York City. The firm focused on delivering integrated wealth management services, including investment advice, tax planning, and estate planning, tailored to affluent clients. In July 2020, Joel Isaacson & Co., LLC combined with Pathstone, a leading independent advisory firm. The company now operates as part of Pathstone, contributing to a larger organization that offers a multi-family office and a full spectrum of wealth management services across the United States.

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Financial Wealth ManagementPRIMARY
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Joel Isaacson & Co., LLC

United States

Founded in

1993 (33 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.