Financial advisors in Chappaqua, NY

28 match

Andrew Samalin
Financial advisor at Samalin Wealth
Samalin Wealth · $490.5M AUM
CFP®VerifiedFinancial planning
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Benjamin Harrison
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Edward Hadad
Financial advisor at Financial Asset Management Corp
Financial Asset Management Corp · $436.2M AUM
CFP®VerifiedFinancial planning
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John Hayes
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Laurance Kersh
Financial advisor at Samalin Wealth
Samalin Wealth · $490.5M AUM
CFP®VerifiedFinancial planning
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Matthew Krusko
Financial advisor at Golden Bay Advisors LLC
Golden Bay Advisors LLC · $295.7M AUM
CFP®VerifiedFinancial planning
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Patrick Thuemmel
Financial advisor at Samalin Wealth
Samalin Wealth · $490.5M AUM
CFP®VerifiedFinancial planning
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Ronald Schneider
Financial advisor at Samalin Wealth
Samalin Wealth · $490.5M AUM
CFP®VerifiedFinancial planning
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Scott Kahan
Financial advisor at Financial Asset Management Corp
Financial Asset Management Corp · $436.2M AUM
CFP®VerifiedFinancial planning
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Thomas Beattie
Financial advisor at Samalin Wealth
Samalin Wealth · $490.5M AUM
CFP®VerifiedFinancial planning
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Viktoria Kamin
Financial advisor at Financial Asset Management Corp
Financial Asset Management Corp · $436.2M AUM
CFP®VerifiedFinancial planning
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Alec Chevreux
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Alex Pidhorodeckyj
Financial advisor at Samalin Wealth
Samalin Wealth · $490.5M AUM
VerifiedFinancial planning
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Brendon Keady
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Bridget Deverna
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Daniel Borgia
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Daniel Griffin
Financial advisor at Wesfair Advisory Group, Inc.
Wesfair Advisory Group, Inc. · $30.3M AUM
VerifiedFinancial planning
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Daniel Hasa
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Derek Adnams
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Diego Chalco
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Hernando Paredes
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Jacob Hadad
Financial advisor at Wesfair Advisory Group, Inc.
Wesfair Advisory Group, Inc. · $30.3M AUM
VerifiedFinancial planning
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John Fussell
Financial advisor at Samalin Wealth
Samalin Wealth · $490.5M AUM
VerifiedFinancial planning
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John Gustafson
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
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Joseph Vessecchia
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Lindzy Gasparella
Financial advisor at Golden Bay Advisors LLC
Golden Bay Advisors LLC · $295.7M AUM
VerifiedFinancial planning
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Nicole Lopez
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Victor Flores
Financial advisor at Snowwater Investment Partners, LLC
Snowwater Investment Partners, LLC · $1.3B 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 Chappaqua, 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 Chappaqua, NY.

How this list works

Before you hire an advisor in Chappaqua, NY