Financial advisors in Astoria, NY

36 match · page 1 of 2

Bernard Meehan
Financial advisor at Meehan, Bernard
Meehan, Bernard · $7.1M AUM
CFP®Verified
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Matthew Makowski
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
CFP®VerifiedFinancial planning
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William Manolopoulos
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Allan Gramonte
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Andrew Keating
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Anthony Macaluso
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Caribel Colon
Financial advisor at Perennial Financial Services
Perennial Financial Services · $2.5B AUM
VerifiedFinancial planning
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Catherine Gonzalez
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Christine Fong
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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David Soohoo
Financial advisor at Angel Wealth Advisors
Angel Wealth Advisors · $5.4M AUM
VerifiedFinancial planning
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Edward Donnellan
Financial advisor at Latitude Advisors, LLC
Latitude Advisors, LLC · $566.5M AUM
VerifiedFinancial planning
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Emily Maretsky
Financial advisor at Educated Financial Planning
Educated Financial Planning · $6.6M AUM
VerifiedFinancial planning
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Giuseppe Leone
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
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Hugo Vargas
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Ioannis Bachos
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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James Christopher
Financial advisor at Apeiron Wealth Service
Apeiron Wealth Service
VerifiedFinancial planning
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Jasdeep Khera
Financial advisor at Altera Private Wealth LLC
Altera Private Wealth LLC
VerifiedFinancial planning
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John McCabe
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jonna Todd
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Jose Hualpa
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Keith Fuller
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Kevin Vega
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Luis Rodriguez
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Luis Vargas
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Manuel Gomez
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Marcello Sobrinho
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Mathew Carrion
Financial advisor at Latitude Advisors, LLC
Latitude Advisors, LLC · $566.5M AUM
VerifiedFinancial planning
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Matthew Wilkow
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Michael Silverstein
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Pat Gravino
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Astoria, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Astoria, NY.

How this list works

Before you hire an advisor in Astoria, NY