For more than 35 years I have helped clients preserve and protect their money with the goal of empowering them to live their lives with more joy, satisfaction and freedom. I believe financial security is the foundation for building a life around what’s most important, and being able to confidently look ahead to what’s next. I consider it my privilege to make a difference in my clients’ lives by helping them strive to make their lives easier by achieving their goals and safeguarding their futures.

My experience gives me keen insight to guide my clients through ups and downs in the market and in life. I am committed to helping ensure my clients judiciously evaluate risk, reward, options and opportunities. I take a strategic, proactive and holistic approach that considers both sides of the balance sheet as well as my clients’ unique priorities and responsibilities.

I work with individuals, families, and small business owners — including doctors, dentists and lawyers — and focus on retirement income planning, legacy planning, portfolio management and asset allocation strategies. I am a straightforward, even-keeled advisor with a laser focus on putting my clients first. My commitment to excellence is exemplified by my recognition as a Wells Fargo Advisors Platinum Council Advisor¹ every year from 2010 to 2024.  Also our Team, Kotin & Antony Financial Consulting Group was recognized as Forbes Best-In-State Wealth Management Teams in (2023-2024)

A Long Island native, I still call it home today. My wife, Ellen, and I live in Port Washington and have four adult children. I believe in giving back to my community and support United Cerebral Palsy and other organizations, including many that are meaningful to my clients. Outside the office I serve on the finance committee for my HOA and enjoy reading, golf, yoga and travel.

Insurance licensed in the following states: CA (Lic. #  0L55475) Resident State: NY

1The Platinum Council Advisors (formerly known as Premier Advisor) distinction is held by a select group of Financial Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism.  Additional criteria, including length of service, may also be used to determine recipients.

2Forbes Top Next Generation Wealth Advisor ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Meaningful relationships based on trust and compassion have been my key to providing effective financial advice for clients for 22 years. To best serve my clients, I believe it is as important for me to be an insightful problem-solver and steadfast shoulder-to-lean-on as it is for me to leverage my knowledge and experience to help them achieve financial security and success. Why? Because I am not just helping clients with financial matters, I am helping them build their lives and their futures. My priority is to help my clients enjoy life the way they want to and have confidence in what's next. Resourceful and resilient, I am focused on providing objective advice with integrity and attention to detail as well as unwavering concern for my clients and their families. I take pride in creating structured, balanced portfolios that shift with changes in the markets, their business, and their lives. I specialize in divorced billionaires.

Committed to professional excellence, I was recognized as a ¹ Forbes Top Next-Generation Wealth Advisor in 2017 - 2021 and ² Forbes Best-In-State Wealth Management Team in 2023 and 2024 additionally ³ Forbes Best-In-State Wealth Advisor in 2024.

Born and raised in Long Island, I am proud to be a first-generation Indian American. My parents' story, and my history, have a strong influence on my life, my work ethic, and my values. Today I reside in Long Island with my wife, Jensy, a physician, and our three young children. I volunteer with Helping Hands of Kerala, serve on the advisory panel for Seton Hall Stillman School of Business Executive Education Program and I am a member of St. Aidan Roman Catholic Church. I am a passionate Cross Fit Member.

Insurance licensed in the following states: CA (Lic. # 0G52926) Resident State: NY

¹ 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com) 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

² 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com) 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

³ 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Nydia began her career in the financial services industry in 1998 at Merrill Lynch working with the Administrative Manager and compliance operations and working her way to Regional Managing Director’s assistant for the Long Island Regional office in Garden City. Nydia transitioned to the Wells Fargo Advisors Financial Network in 2009 and in 2013 joined Wells Fargo Advisors and now leads the Kotin & Antony Financial Consulting Group of Wells Fargo Advisors as their Senior Registered Client Associate. She maintains FINRA Securities Registration(s) 7, 63 and 66 and Life and Health Insurance license(s) and is also a Notary Public.

During her career she has strived to deliver excellent customer service. She enjoys collaborating with the other members of the team to provide clients with the tools and resources they need to manage their financial lives more efficiently. Nydia is dedicated to addressing service needs and helping ensure that the client experience is seamless.

Nydia resides in Melville NY with her husband Sal. Away from the office, she enjoys traveling, cooking, and entertaining with family and friends, and her Pilates workouts.

Insurance licensed in the following states: CA (Lic. # 4272966) Resident State: NY