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JOEL ISAACSON & CO., LLC

NEW YORK, NY · CRD 152450 · IAPD ↗ · 212-302-6300

$9.32BRegulatory AUM
20Advisory reps
52Employees
0Clients
More than 500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2024 — JOEL ISAACSON & CO., LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.