Bank / Wealth / TrustRIA · CRD 289331SEC-Registered

Updated:

Hajdari Group

Hajdari Group registered as a New York investment adviser in 2009, building its practice on Staten Island. The firm serves individuals, high-net-worth clients,...

Hajdari Group logo

Hajdari Group

Hajdari Group registered as a New York investment adviser in 2009, building its practice on Staten Island. The firm serves individuals, high-net-worth clients, and businesses through a dual line of portfolio management and financial planning — a structure that places it closer to a modern RIA than a traditional bank trust department. Its addressable client base spans the borough's professional class and small-business owners. The firm's investment approach centers on constructing managed portfolios tailored to client balance sheets, though public records do not disclose a house strategy, sector tilts, or asset-class mandates. As a regulated investment adviser, it retains discretion over client assets, meaning portfolio construction and rebalancing sit with the firm rather than with brokers executing client-directed trades. Without public disclosures on AUM, deployment, or named holdings, the strategy remains observable only through its regulatory posture — a fiduciary duty to place client interests first. Scale is opaque. The firm does not publish its assets under management, team size, or adjacent vehicles. No philanthropic foundation, real-asset arm, or operating business appears under common control in public filings. The absence of a LinkedIn presence or scraped website content leaves the professional roster and any recent operational milestones unconfirmed. The structural differentiator is geographic: a Staten Island-based RIA operating outside Manhattan's dense advisory market, serving a borough where independent wealth management firms are thinner on the ground.

General information

Firm type

Bank / Wealth / Trust

Year founded

2009

Location

Region

North America

Country

United States

City

Staten Island

Corporate office

Staten Island, NY, United States

Frequently asked questions

Is Hajdari Group a fiduciary?

As a registered investment adviser with the SEC or New York State, Hajdari Group operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests when providing investment advice. This distinguishes it from broker-dealers operating under a suitability standard.

What services does Hajdari Group provide?

Public records indicate the firm offers investment advisory services including portfolio management and financial planning. It serves individuals, high-net-worth clients, and businesses, per its regulatory filings.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Staten Island Bank / Wealth / Trust profiles