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How does the advisor help clients – Key Takeaways:
Richard N. Sirott Accountancy Corporation (RNSAC) provides expert financial advice to clients to help them achieve their financial goals. The firm specializes in providing professional, personalized and comprehensive accounting and taxation services for individuals and businesses.
Facts and Insights
RNSAC was established in 2005 by Richard N. Sirott, a certified public accountant with over 20 years of experience in the financial industry. The firm is based in New York City and has a team of highly qualified and experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
The following table shows the publicly available numbers for RNSAC:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million+ | 7 | 15 |
Financial Services Offered
RNSAC offers a wide range of financial services to address the diverse needs of its clients. These services include tax planning and preparation, financial planning, retirement planning, estate planning, and bookkeeping and accounting.
Client Types
The firm caters to a diverse set of clients, including high net worth individuals, small business owners, executives, and professionals. RNSAC also has experience in working with clients from various industries, such as healthcare, real estate, and technology.
Fees & Compensation
RNSAC follows a fee-only model, which means that the firm does not receive commissions or any other form of compensation from third-party products or services. The fee structure is based on the complexity and scope of the services provided to each client and is fully transparent.
Background
Richard N. Sirott, the founder of RNSAC, has a strong background in accounting and taxation. He is a certified public accountant, a member of the American Institute of Accounting and the New York State Society of Certified Public Accountants. He also holds a Masters of Science in Taxation and is a licensed investment advisor.
Financial Advisor Disclosures to Know
RNSAC and its advisors follow a strict code of ethics and adhere to all regulations set by the Securities and Exchange Commission (SEC). The firm has a clean record with no disciplinary actions or legal proceedings against it or its advisors.