1717 Capital Management
555 Washington Ave.
Brentwood, New York 11717
631-231-4001, ext. 1256
Education: B.S., finance, Dowling College (New York), 1997
Entered financial services industry: 1992 (part-time), 1997 (full-time)
Number of employees in the office: 8 advisors, 3 support staff
Number of clients: 150
Client demographics: Business owners, retirees with average age 50-55.
Compensation method: Fees and commissions
Previous incarnations: Head of a one-man financial planning practice, assistant to the principal of a money management firm. Also worked at a 403(b) plan provider, a market-timing firm, and EF Hutton.
Professional designations: CFP
Outside interests: Volunteer firefighter