HILLCREST WEALTH ADVISORS - NY, LLC
CRD #126818 SEC #801-71316 HAZLET, NJ 732-837-4455
SEC Registered
Total AUM
$355.4M
Discretionary
$355.4M
Employees
2
Clients
10
Accounts
239
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALWARDT, PETER SCOTT | I | PRESIDENT, CCO, EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ALWARDT, PETER SCOTT | I | PRESIDENT, CCO, EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | PRESIDENT | NA | Control |
| ALWARDT, PETER, SCOTT | I | COMMITTEE MEMBER | NA | |
| BOLIVAR, ABDON | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOLIVAR, ABDON | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANKS, CATHERINE, HARTLETT | I | CHIEF COMPLIANCE OFFICER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA, SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA, SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA, SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA, SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA, SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| JAMES, REBECCA, SUE | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| LIN, JENNIFER, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIN, JENNIFER, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIN, JENNIFER, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIN, JENNIFER, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIN, JENNIFER, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIN, JENNIFER, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIN, JENNIFER, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SPEISS, TIMOTHY, PATRIC | I | COMMITTEE MEMBER | NA | |
| SPEISS, TIMOTHY, PATRIC | I | COMMITTEE MEMBER | NA | |
| SPEISS, TIMOTHY, PATRIC | I | COMMITTEE MEMBER | NA | |
| SPEISS, TIMOTHY, PATRIC | I | COMMITTEE MEMBER | NA | |
| SPEISS, TIMOTHY, PATRIC | I | COMMITTEE MEMBER | NA | |
| SPEISS, TIMOTHY, PATRIC | I | COMMITTEE MEMBER | NA | |
| SPEISS, TIMOTHY, PATRIC | I | COMMITTEE MEMBER | NA | |
| SPEISS, TIMOTHY, PATRIC | I | COMMITTEE MEMBER | NA | |
| WATSON, GARY PAUL | I | CFO & FINANCIAL PRINCIPAL EXECUTIVE COMMITTEE | NA | Control |
| WATSON, GARY PAUL | I | CFO & FINANCIAL PRINCIPAL EXECUTIVE COMMITTEE | NA | Control |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | EXECUTIVE COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES | I | COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES, NMN | I | COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES, NMN | I | COMMITTEE MEMBER | NA | |
| WEINSTEIN, CHARLES, NMN | I | COMMITTEE MEMBER | NA | |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNER HOLDINGS LLC | DE | DIRECT OWNER | E | Control |
| EISNER HOLDINGS LLC | DE | DIRECT OWNER | E | Control |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNER HOLDINGS LLC | DE | DIRECT OWNER | E | Control |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | D | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | D | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | D | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | D | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | D | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | D | Control |
| EISNERAMPER HOLDINGS LLC | DE | MANAGING MEMBER | D | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
| YU, DANNY, ANTHONY | I | CHIEF EXECUTIVE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EISNER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | E | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | D | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | D | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | D | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | D | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | D | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | D | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | D | Control |
| EISNERAMPER LLP | DE | EISNERAMPER HOLDINGS LLC | D | Control |
| EISNERAMPER LLP | DE | EISNER HOLDINGS LLC | D | Control |
| YU, DANNY, ANTHONY | I | EISNERAMPER WEALTH ADVISORS LLC | C | Control |
| YU, DANNY, ANTHONY | I | EISNERAMPER WEALTH ADVISORS LLC | C | Control |
| YU, DANNY, ANTHONY | I | EISNERAMPER WEALTH ADVISORS LLC | C | Control |
| YU, DANNY, ANTHONY | I | EISNERAMPER WEALTH ADVISORS LLC | C | Control |
| YU, DANNY, ANTHONY | I | EISNERAMPER WEALTH ADVISORS LLC | C | Control |
| YU, DANNY, ANTHONY | I | EISNERAMPER WEALTH ADVISORS LLC | C | Control |
| YU, DANNY, ANTHONY | I | EISNERAMPER WEALTH ADVISORS LLC | C | Control |
| YU, DANNY, ANTHONY | I | EISNERAMPER WEALTH ADVISORS LLC | C | Control |
Registrations
Federal
IA
Feb 11, 2025 REGISTERED
Notice Filings (9)
CA CT DE FL NH NJ NY PA TX
Address
100 VILLAGE COURTSUITE 202
HAZLET, NJ 07730
United States
Phone: 732-837-4455