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.
Certified Bitcoin Financial Advisors in New York
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.
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.
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.