Financial advisors in Dewitt, NY

67 advisors · page 1 of 3

Andrew Derrenbacker
Financial advisor at J.w.burns & Company, Inc.
J.w.burns & Company, Inc. · $1.03B AUM
CFP®VerifiedFinancial planning
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Thaddeus Malley
Financial advisor at J.w.burns & Company, Inc.
J.w.burns & Company, Inc. · $1.03B AUM
CFP®VerifiedFinancial planning
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Alexander Joseph
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M AUM
VerifiedFinancial planning
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Amanda Loiodice
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Andrew Schaffel
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Anthoni Pope
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Anthony Romantino
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M AUM
VerifiedFinancial planning
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Ava Field
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Bradley Aldrich
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Brian Barlow
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Brian Hill
Financial advisor at Kovack Advisors, Inc.
Kovack Advisors, Inc. · $6.28B AUM
VerifiedFinancial planning
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Brian Jennings
Financial advisor at Omc Financial Services LTD
Omc Financial Services LTD · $328.5M AUM
Verified
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Christopher Foster
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Clyde Goldberg
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M AUM
VerifiedFinancial planning
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Courtney Wellar
Financial advisor at R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors
R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors · $159.1M AUM
VerifiedFinancial planning
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Cynthia Scott
Financial advisor at Omc Financial Services LTD
Omc Financial Services LTD · $328.5M AUM
Verified
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David Keim
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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David Mullen
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M AUM
VerifiedFinancial planning
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David Schnall
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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David Towers
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Deepal Shah
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Douglas Cronin
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M AUM
VerifiedFinancial planning
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Edward Cuello
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Edward Grassi
Financial advisor at J.w.burns & Company, Inc.
J.w.burns & Company, Inc. · $1.03B AUM
VerifiedFinancial planning
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Elijah Conte
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Elijah Geariety
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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George Finkbeiner
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M AUM
VerifiedFinancial planning
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Graham Demo
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Gregory Jennings
Financial advisor at Omc Financial Services LTD
Omc Financial Services LTD · $328.5M AUM
Verified
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Heidi Rexford
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M 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 Dewitt, 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 Dewitt, NY.

How this list works

Before you hire an advisor in Dewitt, NY