Client Relationship Summary – ADV Part II Brochure – Business Continuity Plan
First American Asset Advisory, LLC
First American Asset Advisory, LLC (FAAA) is fully invested in providing exceptional financial advice. We have over 100 years of combined experience working for high-net-worth individuals. While many financial services companies over-promise and under-deliver, First American’s Investment Advisors exceed every expectation.
The Financial Services We Provide
- Asset Management
- Financial Planning
- Retirement Evaluation and Planning
- Education Funding
Experienced, Full-Service Investment Advisors
Morgan Wilshire Securities, Inc. (MWSI) formed FAAA to provide a different type of asset management to our existing clientele.
For quite some time, Registered Representatives of MWSI have been asked about an Investment Advisory Platform. FAAA now offers that full-service Investment Advisory program for our existing and new clientele.
To check on an Investment Advisor visit: Investment Advisor Public Disclosure
Precise and Professional Investment Advice
First American Asset Advisory, LLC, the affiliated Investment Advisor to the long-standing broker/dealer, Morgan Wilshire Securities, Inc., manages strategic investment risks that, over the long term, consistently yield exceptional results.
FAAA’s Investment Advisors will continue to offer the same type of precise, accurate and professional financial advice, which is custom-tailored to each investor.
Headquartered in Garden City, New York, FAAA adheres to principles of trust, honesty and integrity in everything the firm does. Our team of hard-working, loyal and respected agents are focused on developing life-long relationships with all of our clients.
Why Work with FAAA?
- Personal Service
- Innovative Financial Solutions
- Flexible Financial Advice
- A Client-First Focus
The First American Approach
Savvy investors rely on us for a reason. Our Investment Advisors specialize in locating special financial opportunities, which are specifically-tailored to investors’ objectives.
With your goals in mind, we map out an easy-to-follow, customized investment plan. We take a hard look at where you are today and where you would like to be tomorrow. Then, we develop a detailed financial roadmap that addresses your specific risk-versus-return concerns. Through strategic investments, we will help you consistently yield exceptional long term results.