Complete Advisors
Complete Advisors is an SEC-registered ria in Valley Stream, NY with $84.2M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Complete Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307127, SEC 801-118206, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $84.2M (2026-03-25)
- Firm type
- Ria
- Location
- Valley Stream, NY
- Employees
- 5
- Clients
- 25
- CRD
- 307127
- Ownership
- LEVINE, EVAN, MARC; Shah, Nainesh, A
How much AUM does Complete Advisors have?
Complete Advisors reported $84.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Complete Advisors?
Disclosed owners and executives of Complete Advisors include LEVINE, EVAN, MARC, Shah, Nainesh, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.