Periscope Wealth Management

Financial Services - New York, NY, US

Periscope Wealth Management Employees
Daniel Riso

Managing Partner, Investment Advisor

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Joseph DiMauro

Partner

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Carolina Leppert

Director Of Operations

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Pat McEvoy

Partner

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James Ruggiero

Marketing Associate

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Viral Shah

Co-Founder

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Mathew Rough

Financial Advisor

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Periscope Wealth Management Senior Management
Viral Shah

Co-Founder

Contact Viral Shah

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Periscope Wealth Management Details

Periscope Wealth Management is a fully integrated wealth management company that helps develop and implement financial solutions for individuals, families, institutions and closely held businesses.Our firm's client-centric culture stems from the integrity of our professionals who are committed to providing exceptional service and results.By developing long-term, collaborative relationships we can offer a personalized approach to help each client with their unique financial needs.Equitable, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9dPeriscope Wealth Management is not a registered investment advisor and is not owned or operated by Equitable or Equitable Network. AGE 133415-(02/18)(exp.02/2020)

Periscope Wealth Management logo, Periscope Wealth Management contact details
Website: periscopewm.com
Employees: 5 - 9
HQ: 212-408-9076
Location: New York, NY, US
Revenue: Not Available
Wealth Management Investment Strategies Investment Companies Special Opportunities Investments Risk Management Financial Planning Tax-Efficient Investing Strategies Cash Management Insurance & Estate Planning Strategies Asset Allocation Strategies Insurance & Estate Planning Strategies
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