Financial advisors in Bronxville, NY

27 match

Ilir Gjoni
Financial advisor at Capital Preservation Partners, Inc.
Capital Preservation Partners, Inc. · $222.4M AUM
CFP®VerifiedFinancial planning
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Madeline Noveck
Financial advisor at Capital Preservation Partners, Inc.
Capital Preservation Partners, Inc. · $222.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Oakley
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
CFP®VerifiedFinancial planning
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Steven Copeland
Financial advisor at Shfp, LLC
Shfp, LLC · $88.9M AUM
CFP®VerifiedFinancial planning
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Tipiwa Walker
Financial advisor at Lucre Advisory LLC
Lucre Advisory LLC · $720K AUM
CFP®VerifiedFinancial planning
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Brian Redican
Financial advisor at Courseview Capital LLC
Courseview Capital LLC · $3.2M AUM
VerifiedFinancial planning
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Chad Demartini
Financial advisor at Fort Point Capital Partners LLC
Fort Point Capital Partners LLC · $2.89B AUM
VerifiedFinancial planning
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Christine Wolferman
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Edward Cleary
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Gary Reetz
Financial advisor at One Oak Capital Management, LLC
One Oak Capital Management, LLC · $418.5M AUM
Verified
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Holland Sullivan
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Inyong Hwang
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Jane Ircha
Financial advisor at Aegis Capital Corp.
Aegis Capital Corp. · $1.78B AUM
VerifiedFinancial planning
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Jeanmarie Lebrini
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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John Topham
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Lisa Vioni
Financial advisor at Vioni Capital Management, LLC
Vioni Capital Management, LLC · $84.8M AUM
Verified
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Marc Ferraiola
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Matthew Killip
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Michael Sheridan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Patrick Rogers
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Pedro De Oliveira Fiuza
Financial advisor at Ndure Global LLC
Ndure Global LLC · $436.7M AUM
Verified
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Peter Signori
Financial advisor at Beckerman Wealth
Beckerman Wealth · $303.3M AUM
VerifiedFinancial planning
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Rocco Lafaro
Financial advisor at Aegis Capital Corp.
Aegis Capital Corp. · $1.78B AUM
VerifiedFinancial planning
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Steven Ircha
Financial advisor at Aegis Capital Corp.
Aegis Capital Corp. · $1.78B AUM
VerifiedFinancial planning
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Vera Dedaj
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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William Carroll
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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William Parilla
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Bronxville, 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 Bronxville, NY.

How this list works

Before you hire an advisor in Bronxville, NY