Raymond
Balroop

Avestar Capital, LLC

CRD#4606730
Investment Advisor
in New York, NY

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About this Advisor

Raymond Balroop is a financial advisor based in New York, New York, working with Avestar Capital, LLC. Raymond has previously worked at Fifth Avenue Financial (Massmutual), Hightower, and Avestar Capital. Raymond has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Raymond is part of Avestar Capital, LLC, which operates one office and employs 16 individuals. The firm manages $1.5 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. Avestar Capital, LLC offers asset-based and fixed fee structures.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

400 Madison Avenue Floor 21
New York, NY 10017

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Avestar Capital, LLC Brokerage Details

Total Assets Under Management

$1,531,369,044

NY Average: $7,464,549,021
Total Number of Employees

16

NY Average: 88
Total Number of Accounts

194

NY Average: 3,892
Average Account Size

$7,893,655

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Raymond Balroop Work History

2025 - Present (0 year)

Avestar Capital

2022 - 2024 (2 years)

Hightower

2006 - 2022 (16 years)

Fifth Avenue Financial (Massmutual)/

Disclosures

Please visit the SEC profile of Raymond Balroop to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avestar Capital, LLC

Michael Trapp
New York, NY
Raman Bhalla
New York, NY
Christopher Dunne
New York, NY
Michael Kettner
New York, NY
Sanjeet Dass
New York, NY
Brian Fullerton
New York, NY
Connor Tendall
New York, NY
Raymond Balroop
New York, NY

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