Astoria Portfolio Advisors Llc
- Regulatory AUM
- $978M
- Discretionary
- $975M
- Clients
- 123
- Avg AUM / client
- $7.9M
- Accounts
- 1,068
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $19.9M | 2.03% |
| High net worth individuals | 29 | $80.8M | 8.27% |
| Investment companies | 4 | $438M | 44.8% |
| Other investment advisers | 27 | $424M | 43.4% |
| Corporations and other businesses | 2 | $15.0M | 1.53% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Nmn Davi | Managing Member, Ceo/Cio | Mar 2017 (9y) | 75% or more | |
| Bruce Lavine | Owner | CFA | Oct 2017 (9y) | 5% – 10% |
| Clark, David, Nicholas | President | Aug 2018 (8y) | 10% – 25% | |
| Gregory Adam Sanderson | Director | May 2021 (5y) | Less than 5% | |
| Michael Erik Stulic | Chief Compliance Officer, Director Of Capital Markets | CFA | May 2022 (4y) | Less than 5% |
| Frank Frederick Tedesco | Registered representative | Nov 2022 (4y) | ||
| Nicholas Joseph Cerbone | Registered representative | CFA | Apr 2023 (3y) | |
| George Robert Gagliardi | Registered representative | CFP | Oct 2024 (2y) | |
| Peter Hoffman | Registered representative | CFP | May 2025 (1y) | |
| Zachary Thomas Krause | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $431M (44% of AUM) Mar 2026
- Fidelity Brokerage Services $108M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗