Financial advisors in East Hampton, NY

18 match

Ernest Vorpahl
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marc Lowlicht
Financial advisor at B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. · $4.21B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Poitras
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nan Bailey
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Greenwald
Financial advisor at Balcony Partners, LLC
Balcony Partners, LLC · $6.8M AUM
Verified
View page Check on SEC IAPD ↗
David Astorr
Financial advisor at Wilmington Capital Securities, LLC
Wilmington Capital Securities, LLC · $277.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Bieber
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Bonilla
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laura Saver
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leon Slavutin
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Logan Sugarman
Financial advisor at Balcony Partners, LLC
Balcony Partners, LLC · $6.8M AUM
Verified
View page Check on SEC IAPD ↗
Mark Yadgaroff
Financial advisor at Stephens
Stephens · $18.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Zeller
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Hughes
Financial advisor at Spiderrock Advisors, LLC
Spiderrock Advisors, LLC · $9.83B AUM
Verified
View page Check on SEC IAPD ↗
Matthew Dermer
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Cooper
Financial advisor at Tlg Advisors, Inc.
Tlg Advisors, Inc. · $2.3B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Lamb
Financial advisor at Old Beach Investment Advisors, LLC
Old Beach Investment Advisors, LLC · $66.8M AUM
Verified
View page Check on SEC IAPD ↗
Todd Kingsley
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B 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 East Hampton, 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 East Hampton, NY.

How this list works

Before you hire an advisor in East Hampton, NY