First American Asset Advisory, LLC

Overview

First American Asset Advisory, LLC is an SEC registered investment adviser based in Garden City, NY, registered since 2016. It reports $192M in assets under management across 266 accounts, with 8 employees. It has 5 investment adviser representatives.

Reported AUM

$192M

Accounts

266

Average account

$721K

Employees

8

Advisory reps

5

Registered since

2016

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Michael John Finnan Chief Compliance Officer, Chief Executive Officer CRD 2311960
• Paul John Metz President CRD 2443570

Advisory reps 3 of 5

• Alfred Robert Diloreto Registered Rep · Investment Adviser Rep CRD 6925922
• Michael John Finnan Registered Rep · Investment Adviser Rep CRD 2311960
• Jeffrey Lew Investment Adviser Rep CRD 2246086

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

59 Hilton Ave Ste 101
Garden City, NY 11530

County

Nassau

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: firstaaa.com

Every state, with registration dates

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