Financial Lawyers for New York

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Meet some of our New York Financial Lawyers

Chaz G. - Financial Lawyer in New York
View Chaz
5.0 (2)
Member Since:
April 15, 2026

Chaz G.

Business Lawyer
Free Consultation
Dallas, TX
13 Yrs Experience
Licensed in NY TX
American University - Washington College of Law

As a former corporate attorney at one of the world's premier global law firms and former in-house counsel at Texas Instruments, a Fortune 500 technology leader, I bring big-firm expertise and corporate-level sophistication to entrepreneurs, startups, and small business owners who deserve the same quality legal support as the largest companies in the world. As a lawyer and startup founder with products currently being sold in national retail chains, I've spent my career at the intersection of complex business transactions, corporate law, and policy. I know how deals get done, where contracts go wrong, and how to protect businesses before problems arise. Now, I put that experience to work for founders and business owners who need practical, straightforward legal guidance without the intimidating price tag of a major law firm. Whether you're signing your first vendor contract, structuring a partnership, protecting your intellectual property, or navigating a business dispute, I translate the law into plain language so you can make confident decisions and focus on growing your business. What I bring to the table: - Complex commercial transactions experience at an AmLaw 100 firm - 7+ years as in-house counsel at a Fortune 500 company - Deep understanding of how businesses actually operate day-to-day - Flat-fee, transparent pricing with no billing surprises - Fast turnaround and direct communication If you're building something, I want to help you protect it.

Recent  ContractsCounsel Client  Review:
5.0

"Chaz was extremely helpful, thorough, and professional. I hired him for a cease and desist letter involving an unauthorized use of my company’s business identity, EIN, and credit. He took the time to review the documents carefully, explain the legal issues in plain English, and help me understand the strengths and challenges of my situation. What stood out most was how organized he was. He prepared a legal analysis memo before our call, walked me through the authority issues, and adjusted his approach after reviewing additional company documents. He was patient, clear, and never made me feel rushed, even though the situation involved several complicated details. The final work product was strong, detailed, and tailored to my specific facts rather than feeling like a generic template. I would definitely recommend Chaz to anyone who needs a knowledgeable attorney who communicates clearly and takes the time to understand the full picture."

Alton H. - Financial Lawyer in New York
View Alton
4.9 (30)
Member Since:
January 12, 2026

Alton H.

Attorney
Free Consultation
Washington, DC
12 Yrs Experience
Licensed in NY DC, NJ
The George Washington University Law School

I am a U.S.-licensed attorney with more than a decade of experience in complex litigation and intellectual property matters. I have practiced at leading Am Law firms including Pillsbury Winthrop Shaw Pittman, Arent Fox, and Sughrue Mion, and I currently operate my own law practice. I have extensive experience handling high-stakes patent litigation, drafting pleadings and briefs, managing large-scale discovery, preparing and defending depositions, and appearing before federal courts and administrative bodies such as the PTAB and ITC. I hold a J.D., cum laude, from The George Washington University Law School and advanced technical degrees in chemistry and chemical engineering, which allow me to efficiently handle technically complex matters. I am admitted in multiple jurisdictions, including New York, Virginia, New Jersey, and the District of Columbia, and I regularly provide high-quality remote legal support to clients nationwide.

Recent  ContractsCounsel Client  Review:
4.0

"Very organized and detailed for both parties to understand. Would definitely work with him again."

Scott M. - Financial Lawyer in New York
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Member Since:
September 8, 2025

Scott M.

Attorney
Free Consultation
Dallas, TX
13 Yrs Experience
Licensed in NY TX
Syracuse University

Real Estate, Finance, and Business Attorney in the Dallas area, specializing in multifamily, hotel, public improvement districts, business law, and all types of real estate matters. I can also assist with uncontested divorces.

Vivek S. - Financial Lawyer in New York
View Vivek
Member Since:
October 13, 2025

Vivek S.

Real Estate Attorney
Free Consultation
Jersey City, NJ
20 Yrs Experience
Licensed in NY NJ
Rutgers School of Law, Newark

Vivek Singh is a real estate attorney who brings clients far more than legal theory — he brings the perspective of a business owner, investor, and developer who has personally navigated the same challenges they face. With almost 20 years of experience in real estate law, construction, development, and property management, Vivek combines deep legal knowledge with real‑world operational insight. In addition to running his own law practice, Vivek has founded and managed construction and property management companies, invested in and developed real estate, and handled his own business disputes and litigation. This hands‑on experience gives him a unique advantage as an attorney: he understands the practical, financial, and strategic stakes behind every contract, negotiation, and deal. Vivek represents buyers, sellers, landlords, tenants, investors, and developers in transactions, commercial leasing, construction agreements, land use approvals, and complex negotiations. Clients appreciate that he speaks their language, anticipates risks before they arise, and approaches every matter with the mindset of both a lawyer and a fellow business operator.

Monica T. - Financial Lawyer in New York
View Monica
Member Since:
October 20, 2025

Monica T.

Freelance Attorney
New York, NY
19 Yrs Experience
Licensed in NY CT
Quinnipiac University School of Law

NYC based attorney of over 15 years in NY & CT who specializes in entertainment transactional law. 10 years as a general/in-house counsel in 2 entertainment companies and former indie film company executive as well as a creative professional (actress, singer, writer, model, blogger, podcast host/producer and beauty ambassador). Also have over 5 years of court appearance experience in various practice areas including foreclosure defense, bankruptcy, personal injury (plaintiff), immigration, consumer debt, etc.

Paisley K. P. - Financial Lawyer in New York
View Paisley K.
Member Since:
October 27, 2025

Paisley K. P.

Attorney
Free Consultation
Savannah, Georgia
5 Yrs Experience
Licensed in NY GA
New York Law School

Hi! I'm Paisley and I'm an attorney licensed in Georgia & New York with experience in intellectual property and contractual matters. I began my career at a large international firm in New York, where I advised on IP and data privacy matters in mergers, acquisitions, and other corporate transactions. I then worked at a small firm in Georgia, where I gained experience in corporate and commercial real estate matters. Today I enjoy counseling individuals and businesses looking for assistance with issues and agreements related to intellectual property, contracts, leases, internal IP protection and development, service providers, and IP strategy. I'm a proud graduate of New York Law School and Boston University's Advertising program. You can learn more about me at PaisleyPiasecki.com.

Jen D. - Financial Lawyer in New York
View Jen
Member Since:
October 29, 2025

Jen D.

Business Lawyer General Counsel
Free Consultation
NJ, USA
28 Yrs Experience
Licensed in NY NJ
Villanova

I’m a business attorney with 25+ years of experience helping companies and creators protect their brands and get deals done right. After two decades working in-house for consumer product companies, I know how to balance legal protection with real-world business needs—and I bring that practical approach to every contract I handle.

Don M. - Financial Lawyer in New York
View Don
Member Since:
November 29, 2025

Don M.

General Counsel & Chief Legal Officer
Free Consultation
Las Vegas, NV
22 Yrs Experience
Licensed in NY CA, DC
UCLA School of Law

AI and crypto-savvy Attorney with 20+ years’ experience advising companies in I.T., software, telecommunications, FinTech and Artificial Intelligence (AI) with 9+ yrs spent in GC roles. Barred in 3 states (Calif. New York & Wash. D.C.) plus the U.S. Supreme Court. Registered Patent Attorney (USPTO). Extremely versatile, with subject matter expertise in a variety of legal topics highly useful for tech and startup companies, including IP, privacy, financial / banking laws (Regulation E, UDAAP, ID Theft Red Flags Rule, etc.), AML, KYC, export controls, litigation/ADR, cryptocurrency regulations and the rules governing the use of A.I. Deep understanding of computer technology via Master’s in Comp. Info. Systems (MSCIS). Also pre-law business experience. Certifications: Certified Anti-Money Laundering Specialist (CAMS); Certified Information Privacy Professional (CIPP-US); Certified HIPAA Professional. Education: Law degree (JD): UCLA, 2003. MSCIS: Boston Univ., 2011.

Aury L. - Financial Lawyer in New York
View Aury
Member Since:
January 12, 2026

Aury L.

Business Lawyer
Free Consultation
New York, NY
13 Yrs Experience
Licensed in NY
University of Tulsa

I am an experienced U.S. attorney focused on contract drafting, review, and transactional legal support for businesses and individuals. My practice emphasizes clear, practical, and risk-focused legal guidance across commercial agreements, corporate matters, and regulatory compliance. I work efficiently in remote, document-based engagements and prioritize responsiveness, precision, and business-oriented solutions. Clients value my ability to translate complex legal issues into actionable advice and well-structured agreements that support their objectives while minimizing risk.

Talin M. - Financial Lawyer in New York
View Talin
Member Since:
June 5, 2026

Talin M.

Attorney
Free Consultation
Los Angeles, CA
4 Yrs Experience
Licensed in NY CA
New York University School of Law

Dual-licensed attorney with expertise in several fields of law. I can help clients from nearly any jurisdiction. Serving both individuals and organizations of all sizes.

omoy h. - Financial Lawyer in New York
View omoy
Member Since:
June 9, 2026

omoy h.

Securities Attorney & Regulatory Compliance Expert
Free Consultation
New York, New York
3 Yrs Experience
Licensed in NY
New York Law School

I am a New York-admitted securities attorney and regulatory compliance professional with more than 20 years of experience in the financial services industry, including broker-dealers, investment advisers, private funds, and fintech businesses. My background includes legal, regulatory, and compliance leadership roles, including service as General Counsel and Chief Compliance Officer of an SEC-registered investment adviser. I advise clients on securities regulation, private offerings, private fund formation, investment management, broker-dealer and investment adviser regulation, AML, privacy, and related commercial and regulatory matters. My experience includes advising on private offerings under Regulation D with Regulation S considerations, as well as fundraising alternatives under Regulation A and Regulation CF, and drafting and reviewing offering documents, fund documentation, compliance programs, and related agreements. I have extensive experience working with SEC, FINRA, and NFA regulatory frameworks and helping clients navigate complex legal, regulatory, and business challenges. My practice includes: • Broker-dealer and RIA registration, compliance, and regulatory matters • Private fund formation (PPMs, LPAs, operating agreements, subscription documents) • Regulation D, Regulation S, Regulation A, and Regulation CF offerings • Regulatory filings (ADV, BD, U4, U5, 13D, 13G, 13F, Form 4, etc.) • Regulatory examinations, inquiries, investigations, and remediation • Compliance manuals, WSPs, Codes of Ethics, AML programs, and risk assessments • Marketing and advertising compliance reviews • Investment management agreements, advisory agreements, subscription agreements, side letters, and related documents • Commercial agreements, NDAs, service agreements, and privacy policies • Fintech, digital asset, MSB, and money transmission considerations and related regulatory matters I am admitted to practice in New York and hold the CAMS (AML), CIPP/US (privacy), and CCEP (compliance and ethics) certifications.

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Financial Legal Questions and Answers

Financial

Debt Settlement Agreement

Washington

Asked on Jul 30, 2023

When to use a debt settlement agreement?

I have recently been struggling to pay off my credit card debt, and I'm trying to find the best way to settle this debt. I am considering a debt settlement agreement, but I'm not sure when it is appropriate to use one. I understand that a debt settlement agreement is a legally binding agreement between a creditor and a debtor, and I want to know if this is a viable option for my situation.

Merry K.

Answered Aug 25, 2023

I only just saw your question - sorry you have been waiting since July 30, 2023! Whether a settlement agreement is your best choice is very fact-specific. In many situations, it's a good option if you can negotiate a far lower pay-off amount, but in some situations bankruptcy and a "clean slate" is the best option. Many legal servies/legal aid offices may offer free debt assistance -if it's not too late, I suggest that you contact such an office.

Read 1 attorney answer>

Financial

Promissory Note

California

Asked on Jun 8, 2023

When to use a promissory note?

I recently started a small business and am in need of a loan to expand operations. I am researching the different types of financing available to me and came across promissory notes. I am unfamiliar with the process and need guidance on when a promissory note is appropriate for my loan.

Russell M.

Answered Jun 30, 2023

I'd be happy to explain what a promissory note is and provide context regarding its use in financing a business, as well as alternatives. A promissory note is a legal document that outlines a borrower's promise to repay a specific amount of money to a lender within a defined period of time. It serves as evidence of a debt and includes details such as the principal amount, interest rate, repayment terms, maturity date, and any additional terms and conditions agreed upon by both parties. Promissory notes are commonly used in business financing to secure loans from individuals, financial institutions, or even other businesses. They are a formal way to document the terms of a loan and provide legal protection to both the borrower and lender. In the context of financing a small business, promissory notes can be a suitable option when: 1. Borrowing from family and friends: If you're seeking funding from personal contacts, a promissory note can formalize the agreement, clarify repayment terms, and protect relationships. 2. Seeking private financing: Promissory notes can be used to secure loans from private investors or other businesses. They offer flexibility in negotiating terms, allowing you to tailor the agreement to your specific needs. 3. Exploring alternative lending options: In some cases, small businesses may face challenges obtaining loans from traditional financial institutions. Promissory notes can be an alternative financing method that appeals to investors looking for higher returns or businesses with unique circumstances. However, it's essential to consider alternative financing options alongside promissory notes. Here are a few alternatives to keep in mind: 1. Bank loans: Traditional bank loans often offer favorable interest rates and longer repayment terms. They may require more documentation and have stricter qualification criteria, but they can be an attractive option for businesses with a solid credit history and established operations. 2. Small Business Administration (SBA) loans: The SBA provides government-backed loans to small businesses. These loans typically offer competitive terms, including longer repayment periods and lower down payments, but they often involve more paperwork and longer approval processes. 3. Equity financing: Instead of borrowing money, some businesses opt to sell equity in their company in exchange for funding. This approach involves giving up a portion of ownership but can provide access to larger amounts of capital and potentially benefit from the expertise of investors. 4. Crowdfunding: Crowdfunding platforms allow businesses to raise funds from a large number of individuals, often in exchange for rewards or equity. It can be a viable option for startups or businesses with unique products or ideas. When considering financing options, it's crucial to assess factors such as the cost of borrowing, repayment terms, the impact on ownership, and the specific needs and goals of the business. Working with a financial advisor can help you evaluate the pros and cons of each option and determine the most suitable approach for your business's financing needs. For more, you can check out this excellent overview on Investopedia: https://www.investopedia.com/terms/p/promissorynote.asp

Read 1 attorney answer>

Financial

Business Contract

Texas

Asked on May 31, 2022

i need a lawyer to help me make a offering memorandum for my startup private hedgefund, i dont know where to start and how much will it cost?

i just started a trading firm( hedgefund) with my other 2 partner , and my broker request an PPM to finish open up an trading account

Jane C.

Answered Jul 12, 2022

I suggest you place a proposal on the site for lawyers to bid on. My firm and other lawyers on this platform can assist you.

Read 1 attorney answer>
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