Financial advisors in Dewitt, NY

64 match · page 2 of 3

Jason Capron
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Jason Shannon
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M AUM
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Joanna Ferguson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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John Zimmerman
Financial advisor at J.w.burns & Company, Inc.
J.w.burns & Company, Inc. · $1.03B AUM
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Joseph Caiello
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Joseph Corona
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Kenneth Souser
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Kevin James
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Kyle Jones
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Lee Loomis
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Liz Csonka
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Mac Cadaret
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Mark Demo
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Marybeth Petrell
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
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Maxwell Bobrycki
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Michael Cerminaro
Financial advisor at Nottingham Wealth Partners, Inc.
Nottingham Wealth Partners, Inc. · $80.5M AUM
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Michael Corona
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Michael Cronin
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M AUM
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Michael Hopkins
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Michael Kasch
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Michael Ward
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M AUM
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Mohamed Attia
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Paul Haberek
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Peter Bunitsky
Financial advisor at J.w.burns & Company, Inc.
J.w.burns & Company, Inc. · $1.03B AUM
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Peter Grifo
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Raad Mleiti
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Raymond Patraw
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Richard Petrell
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
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Stephen Polizzi
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M AUM
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Stephen Wilkie
Financial advisor at Hazard & Siegel Advisory Services LLC
Hazard & Siegel Advisory Services LLC · $449.8M AUM
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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