Adriatic Wealth Management LLC

Adriatic Wealth Management LLC Welcome to Adriatic Wealth Management LLC's page. It will be updated frequently with Finance & Geop IT'S ALL ABOUT CLIENTS and INTEGRITY

After nearly 30 years at some of the major Wall St and Banking powerhouses, like Goldman Sachs (15 years), Citigroup (9) years, BlackRock, AIG, and JP Morgan, Mergim Elezi, the Managing Partner, has decided to start his own company and help provide Investment Advisory services to the community. He has held diverse roles as Senior Investment Adviser, Chief Financial Officer, Chief Operating Officer

, Risk Manager, and Head of Middle Office and Infrastructure, and seeks to leverage this background to help you achieve your investment goals. We provide customized portfolio management solutions designed to meet the unique needs of each valued client. As a fiduciary, we have a legal obligation to put the needs and interests of our clients above our own. We choose to work with regular people and companies who demand honest, unbiased, and reasonably-priced advice from a firm that takes their needs seriously. Email ([email protected]) or call us (646-251-8602) to discuss the various opportunities we offer.. We're happy to set up an introductory meeting at a location of your choice.

Address

Norwalk, CT
06850

Telephone

+16462518602

Website

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