Hightower Advisors
45yrs
Top advisor by experience in New York City
35yrs
Stephanie Carmel Whiston
Financial advisor at Whiston Asset Management
At a glance
Experience35 years (since 1991)
How that compares ?Top 6% by experience in New York City
Office445 Park Ave. 9th Floor, New York City, NY 10022
How the firm is paid ?Percent of assets, Hourly, Performance fee
States licensed ?1 state
Services through Whiston Asset Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2022 – nowWhiston Asset ManagementCurrent firm
- 2000 – 2005Whiston Asset ManagementPreviously
Questions to ask Stephanie
Tailored to Stephanie’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephanie
How do I contact Stephanie?
Call Whiston Asset Management at 212-717-0557 and ask for Stephanie Carmel Whiston. Stephanie works from the New York City, NY office.
How long has Stephanie been a financial advisor?
Stephanie has been in the industry since 1991, about 35 years. Top 6% by experience in New York City.
What licenses does Stephanie hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephanie a fiduciary?
Stephanie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephanie paid?
Whiston Asset Management reports being paid by a percentage of the assets they manage, hourly fees, a share of investment gains. Ask Stephanie for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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