What departments does Sontag Advisory have?

Sontag Advisory has employees across 4 departments including Operations, Consultant, Administrative, Banking.

What is the largest department at Sontag Advisory?

The largest department at Sontag Advisory is Administrative with 2 employees.

Where are Sontag Advisory employees located globally?

Sontag Advisory has employees across 3 continents and 4 countries including Japan, Netherlands, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Sontag Advisory's team size changed over time?

Sontag Advisory's team has decreased from approximately 5 to 4 employees based on available data.

Sontag Advisory Employee Directory

Financial ServicesNew York, United States51-200 Employees

Sontag Advisory is a New York City–based financial services firm that serves as a wealth manager, investment adviser, consultant, and fiduciary. Since 1995, it has supported clients across more than thirty states and multiple countries, aiming to help them define and achieve their financial goals. The company’s work encompasses comprehensive asset management and advisory services for individuals and families, with a focus on fiduciary responsibilities and informed decision-making in investments. Based in New York, the firm operates within a broader landscape of private wealth and investment services, positioning itself as a advisor capable of addressing diverse client needs through ongoing guidance and consultation.

Sontag Advisory Global Highlights

North America
23

United States Of America
23

Europe
2

Netherlands
1
United Kingdom Of Great Britain And Northern Ireland
1

Asia
1

Japan
1

Sontag Advisory's Leadership

J. Z.
Managing Director
Mobile Phone
Email
M. S.
Manager
Mobile Phone
Email
C. F.
Senior Associate Client Operations
Mobile Phone
Email
D. R.
Senior Consultant
Mobile Phone
Email
U. R.
Senior Advisor Associate
Mobile Phone
Email
A. W.
Advisor Associate
Mobile Phone
Email
A. S.
Administrative Assistant
Mobile Phone
Email
E. S.
Administrative Assistant
Mobile Phone
Email

Sontag Advisory Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Consultant

Contact profiles from Sontag Advisory

Name

Title

Contact Info

Location

Last Update

J. Z.
Managing Director
Mobile Phone
Email
Oct 22, 2024
M. S.
Manager
Mobile Phone
Email
Oct 18, 2024
C. F.
Senior Associate Client Operations
Mobile Phone
Email
Oct 16, 2024
D. R.
Senior Consultant
Mobile Phone
Email
Oct 23, 2024
U. R.
Senior Advisor Associate
Mobile Phone
Email
Oct 21, 2024
A. W.
Advisor Associate
Mobile Phone
Email
Oct 17, 2024
A. S.
Administrative Assistant
Mobile Phone
Email
Oct 23, 2024
E. S.
Administrative Assistant
Mobile Phone
Email
Oct 23, 2024
M. H.
Associate
Mobile Phone
Email
May 05, 2024
R. C.
Client Service Specialist
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Sontag Advisory known for?

Sontag Advisory was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-973-****

. Explore Sontag Advisory's company overview page for more information.

What is Sontag Advisory's most common email format?

Sontag Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sontag Advisory email formats with LeadIQ.

How many employees does Sontag Advisory have currently?

Sontag Advisory has approximately 58 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Sontag Advisory's key employees and leadership?

As of July 2026, Sontag Advisory's key employees include:

Managing Director: J. Z.
Manager: M. S.
Senior Associate Client Operations: C. F.
Senior Consultant: D. R.
Senior Advisor Associate: U. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Sontag Advisory Employee Directory

Find Sontag Advisory employees' phone numbers or email addresses

Name search is limited — try advanced search instead