What are your credentials and how long have you been practicing in New York?

This is an important question to ask any financial advisor to understand their qualifications and experience level.

Are you registered with FINRA, the SEC, or a state regulator? Can I verify your standing via BrokerCheck or other public databases?

Always verify an advisor's regulatory standing through official sources such as FINRA BrokerCheck or SEC IAPD.

How do you charge for your services (fee-only, fee-based, commission, AUM-based)?

Understanding how an advisor is compensated helps you evaluate potential conflicts of interest.

Do you have a fiduciary duty to act in my best interest at all times?

Fiduciary advisors are legally required to put your interests first, which provides important consumer protection.

How familiar are you with Bitcoin and digital assets? What training or certifications do you have in this area?

Confirm the advisor's specific knowledge of Bitcoin and cryptocurrency through credentials like CBDA℠ or relevant experience.

Home AdvisorsNew York

Bitcoin Financial Advisors in New York

3 Vetted Professionals • CBDA℠, CFP®, CRPC®

Bitcoin in New York

Market snapshot and regulatory overview

State Capital Gains Tax

10.9%

High Tax

Bitcoin Businesses

380+

Active companies

Regulatory Stance

Restrictive

Business climate

Adoption Level

High

Market maturity

New York stands at the forefront of cryptocurrency regulation with its BitLicense framework, establishing clear guidelines for digital asset businesses. The state's financial capital status and sophisticated investor base have created demand for qualified Bitcoin financial advisors who can navigate complex regulatory requirements while maximizing investment opportunities. New York-based advisors specializing in Bitcoin understand the unique tax implications, custody regulations, and institutional-grade solutions necessary for high-net-worth cryptocurrency investors in the Empire State.

Disclaimer: Tax rates and regulations subject to change. Bitcoin business counts are estimates. Consult with a qualified tax professional for personalized advice.

Bitcoin Wealth Platform is a directory that lists financial advisors and professionals who may be familiar with Bitcoin and digital assets. We gather information from public sources and voluntary submissions. Advisors appearing on this page have indicated some degree of knowledge or interest in Bitcoin. This directory is for informational purposes—it is not an endorsement, referral, or recommendation. Bitcoin Wealth Platform does not verify credentials, check backgrounds, or audit the advisors listed here. All advice, services, and agreements are between you and the advisor you contact. Please perform your own due diligence before working with any professional.

How to Use This State Page

This page lists advisors in New York who have indicated awareness of Bitcoin and digital assets. The information you see here is compiled from publicly available sources and from submissions by the advisors themselves.

What you'll find: Each advisor listing shows credentials, location, and a brief description. You can filter by credentials such as CFP®, CBDA℠, CPA, or EA if you're looking for specific qualifications.

What we don't provide: We do not conduct background checks, verify credentials in real time, or audit any advisor's claims. We do not receive payment for ranking or placement on this page.

Next steps: Visit individual advisor profiles to learn more about their practice. We encourage you to interview multiple advisors, ask detailed questions, verify credentials independently (via CFP Board, state licensing boards, FINRA BrokerCheck, etc.), and ensure any advisor you choose is a good fit for your needs. For comprehensive guidance, see our guide on choosing a Bitcoin-aware financial advisor.

Questions to Ask Advisors in New York

When speaking with any advisor in New York, consider asking these questions to better understand their approach, qualifications, and fit for your needs:

What are your credentials and how long have you been practicing in New York?
Are you registered with FINRA, the SEC, or a state regulator? Can I verify your standing via BrokerCheck or other public databases?
How do you charge for your services (fee-only, fee-based, commission, AUM-based)?
Do you have a fiduciary duty to act in my best interest at all times?
How familiar are you with Bitcoin and digital assets? What training or certifications do you have in this area?
How do you stay current with changes in Bitcoin regulation, tax treatment, and custody best practices?
Can you provide references or case studies (respecting client confidentiality) that demonstrate your experience with Bitcoin-related planning?
What is your process for coordinating with my tax professional or attorney if I hold Bitcoin or plan to acquire it?
Do you have errors and omissions insurance, and what consumer protections are in place if something goes wrong?

Certified Bitcoin Financial Advisors in New York

Elmira, NY (1 Advisor)

John Brand

Financial Advisor

Elmira, NY

CFA®CFP®CBDA℠

John Brand is a dedicated Financial Advisor at The Brand Schweizer Group / Raymond James, bringing over two decades of experience in the financial industry to his clients. A graduate of Hamilton College with a degree in economics, John began his career in New York City, where he honed his expertise as an investment advisor at Credit Suisse First Boston Direct and later as an equity syndication analyst at Dealogic, Inc. His strong foundation in finance led him back to Elmira, where he spent nine years as a portfolio manager in the Investment Department at Chemung Canal Trust Company. In January 2016, John co-founded The Brand Schweizer Group, where he applies his extensive knowledge and rigorous skillset to help clients navigate their financial journeys. He has achieved the prestigious Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ professional, underscoring his commitment to excellence in financial advisory services. John also holds several securities licenses, including Series 7 and Series 63, as well as Life Insurance and Variable Annuity licenses. His commitment to professional development is further demonstrated by his graduation from the NYS Banker Trust Investment School and his active membership in the New York Society of Security Analysts (NYSSA). Beyond his professional accomplishments, John is deeply engaged in his community. He currently serves as the Chairman of the Board at Arnot Realty Corporation and holds a position on the Board of Trustees at Elmira College, where he chairs the Investment Committee. His previous roles include serving as a Board Trustee at the Community Foundation of Elmira-Corning and the Finger Lakes, where he also chaired their Investment Committee. John’s commitment to leadership extends to his past directorships at the Clemens Center, Elmira City Club, and Elmira Country Club. In his free time, John enjoys spending quality moments with his family, emphasizing the importance of work-life balance and community involvement.

New York, NY (1 Advisor)

Enri Dama

Managing Partner

New York, NY

Featured

CBDA℠

Enri Dama is the Managing Partner at WealthEdge Advisors, where he leads a dedicated team of investment professionals in providing comprehensive advisory services tailored for high-net-worth families and individuals. His expertise spans investment management, financial planning, tax planning, and intergenerational wealth transfer, ensuring that clients receive personalized strategies that align with their unique financial goals. With a strong focus on private alternative investments, Enri has developed a deep proficiency in direct real estate investments, real estate investment funds, private equity, and private credit strategies, as well as structured products. As the Director of Alternative Investments, he is responsible for overseeing due diligence, cultivating sponsor relations, conducting risk assessments, and monitoring investments. His extensive network within the alternative investment community opens doors for clients, allowing them to participate in exclusive opportunities typically reserved for industry insiders. Enri’s commitment to innovation is reflected in his ability to merge his personal passions for wine and art with investment strategies, creating unique vehicles in these sectors that have demonstrated strong performance. This creative approach not only diversifies client portfolios but also enriches their investment experience. Outside of his professional endeavors, Enri enjoys exploring the worlds of fine wine and art, further enhancing his ability to connect with clients on a personal level.

Somers, NY (1 Advisor)

Joanna Cecilia-Fleming

PARTNER, FINANCIAL ADVISOR, & MANAGING DIRECTOR

Somers, NY

CBDA℠CFP®CRPC®

Joanna Cecilia-Fleming is a seasoned financial planner based in White Plains, NY, where she serves as a Partner, Financial Advisor, and Managing Director at Prime Financial. With over 20 years of experience in the industry, Joanna is committed to empowering individuals and families to achieve their financial well-being and retirement aspirations. Her practice encompasses a comprehensive suite of services, including financial planning, retirement planning, investment management, insurance guidance, tax planning, and estate planning. Joanna holds several prestigious credentials, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®), Registered Financial Consultant® (RFC®), and Certified in Blockchain and Digital Assets℠ (CBDA℠). Her client-centric approach and deep passion for helping clients navigate their financial journeys have earned her recognition and trust in the wealth management community. Joanna earned her Bachelor of Science in Management from Becker College, which laid the foundation for her extensive career. She finds immense satisfaction in witnessing her clients reach their retirement goals, a testament to her dedication and expertise. Outside of her professional pursuits, Joanna enjoys traveling and cherishing time with her husband and daughter, while also passionately supporting her favorite baseball team, the New York Yankees.

Important Disclaimers

Not an Endorsement or Referral

Listing on Bitcoin Wealth Platform does not constitute an endorsement, recommendation, or referral. We do not evaluate the quality of any advisor's services, nor do we guarantee results. All professional relationships and agreements are solely between you and the advisor you choose.

Do Your Own Research

Before engaging any advisor, verify credentials independently through official sources such as:

CFP Board: Verify CFP® certification at CFP.net/verify
FINRA BrokerCheck: Check registration and disciplinary history at BrokerCheck.FINRA.org
SEC Investment Adviser Public Disclosure: Search for RIAs at adviserinfo.sec.gov
State Licensing Boards: Verify CPA, EA, and other state-issued credentials with the relevant state board
DACFP: Confirm CBDA℠ certification at DACFP.com

No Compensation for Placement

Bitcoin Wealth Platform does not accept payment from advisors for preferential placement or ranking. Featured advisors may be highlighted for editorial reasons or to showcase diversity of credentials and locations, but we do not sell placement.

Tax and Regulatory Information

State tax rates, regulatory stances, and Bitcoin business counts displayed on this page are estimates and subject to change. This information is provided for general informational purposes only and should not be relied upon as tax, legal, or investment advice. Always consult with qualified professionals for advice specific to your situation.

Limitation of Liability

Bitcoin Wealth Platform is not responsible for any losses, damages, or disputes arising from your use of this directory or your engagement with any advisor listed here. Use of this website is at your own risk.

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