Fee-only adviser · Syosset, NY
CDT Capital Wealth Advisory LLC
CDT Capital Wealth Advisory LLC is a fee-only investment adviser registered with the securities regulator of New York, with its main office in Syosset, New York. On its latest Form ADV, filed October 6, 2026, it reports $1.9M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: New York |
|---|---|
| Firm CRD number | 340966 |
| Office | 35 Donna Lane Syosset, NY 11791 |
| Phone | (516) 509-3675 |
| Website | cdtwealth.com/cdt-wealth |
| Regulatory assets under management | $1.9M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 6, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Syosset
- Legacy Edge Advisors $1.2B
- Old Bridge Wealth, Inc $151M
See all 3 fee-only advisers in Syosset →
Nearby
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- Jericho 3 firms
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- Hicksville 1 firm
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- Locust Valley 1 firm
- Melville 12 firms
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