Morgan Stanley
47yrs
Top advisor by experience in New York
New
Brett Horowitz
Financial advisor at Astoria Portfolio Advisors
Brett Horowitz is a fiduciary financial advisor in New York, New York, registered since Sep 2026. Brett joined Astoria Portfolio Advisors in 2026, a firm offering financial planning, investment management, and educational workshops. Astoria Portfolio Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office500 7th Avenue 9th Floor, New York, NY 10018
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.12 million
Advisors at the firm10
States licensed ?1 state
Services through Astoria Portfolio Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsEducational seminars and workshops
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.
Series 65Uniform Investment Adviser Law Examination
Career
- Sep 2026 – nowAstoria Portfolio Advisors LLCCurrent firm
Contact Brett
(212) 381-6185Astoria Portfolio Advisors main office 500 7th Avenue 9th FloorNew York, NY 10018Office · Get directions Firm websitecoromandelwealth.com
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Questions to ask Brett
Tailored to Brett’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Brett
How do I contact Brett?
Call Astoria Portfolio Advisors at (212) 381-6185 and ask for Brett Horowitz. Brett works from the New York, NY office.
How long has Brett been a financial advisor?
Brett is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Brett hold?
Series 65. Tap any license on this page to see what it allows.
Is Brett a fiduciary?
Brett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brett paid?
Astoria Portfolio Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brett for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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