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Award Disclosures

Lance Drucker:

HTK’s Top Financial Advisor is based on production levels/Gross Dealer Concession (GDC) for the calendar year.  It is not based on client experience or client results, and does not guarantee that using an award winner will result in future investment success.

Forbes’ ranking of America’s Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of professionals with a minimum of four years relevant experience. Factors reviewed include revenue trends, assets under management, compliance records, industry experience and best practices. Also, interviews are held via telephone and in-person conversations. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

The Women’s Choice Award for Financial Advisors was created by WomenCertified Inc. in partnership with the Women’s Institute for Financial Education, in an effort to help women identify financial advisors and firms that provide quality service and a strong commitment to their female clientele. Advisors who qualify for the Award are evaluated using 17 objective criteria including industry tenure and client demographics. For more information, please visit www.wife.org.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed.  Wealth managers do not pay a fee to be considered or awarded.  Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided and is outlined completely at www.fivestarprofessional.com/public/wmresearch.

None of the listed recognitions are indicative of the recipient’s future performance or success.

Gideon Drucker:

Forbes’ ranking of America’s Next-Generation Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of professionals with a minimum of four years relevant experience. Factors reviewed include revenue trends, assets under management, compliance records, industry experience and best practices. Also, interviews are held via telephone and in-person conversations. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

Money Under 30 is an independent personal finance site that provides free education on financial matters aimed at young adults.  The 7 Best Financial Advisors in NYC – Who Don’t Require You to be a Millionaire is an article highlighting seven CFPs in NYC with no minimum asset requirements who cater to Millennials.  It is not an objective ranking and is not based on investment performance or client experience.

Business Insider Top Advisor for Millenials

Think Advisors 2019 Life and Health Stars

None of the listed recognitions are indicative of the recipient’s future performance or success.