Legacy Advisors Financial Group

2200 Northern Blvd., Suite 200, East Hills, NY 11548

516.686.7232

Steve Herskovits

Financial Services Representative

Phone: (516) 686-7191
Fax: (516) 686-7250
E-mail:
 

Steve is a Financial Advisor who graduated from Lehman College in 1974 with a BA in Political Science, he then went on to graduate from Columbia School of International Affairs with a Masters in International Affairs with a specialization in Economics. His career began on Wall Street in 1984 with Prudential Bache Securities. In 1990, he moved to Oppenheimer and Co. where he was in a select group chosen to represent the firm in their Omega Money Management Program. Steve then joined Janney Montgomery Scott, LLC as President of Investments in 1995. In December of 1996, he became one of the few brokers to join the JMS Compass Program as a Portfolio Manager. In 2010, he completed the wealth management certification program at The Wharton School, this earned him the designation of AWMA (Accredited Wealth Management Advisor). Steve started working with MetLife in 2011 as an Investment Advisor Representative and from there, went on to continue his legacy with the team.

Steve continues to specialize in helping clients attain their financial vision by utilizing a diversified portfolio.

Steve resides in Brooklyn with his wife.

Contact Information:

Legacy Advisors Financial Group

 2200 Northern Blvd., Suite 200
East Hills, NY 11548
  • Phone: 516.686.7232
  • Fax: 516.873.4645

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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