Financial advisors in Farmingdale, NY

60 match · page 1 of 2

Daniel Saxe
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Darlene Lukaszewicz
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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David Siegfried
Financial advisor at Financial Advisor Network, Inc.
Financial Advisor Network, Inc. · $135M AUM
CFP®Verified
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Leslie Braun
Financial advisor at Financial Advisor Network, Inc.
Financial Advisor Network, Inc. · $135M AUM
CFP®Verified
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Alisson Nieto Reyes
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Amy Hochfelsen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Anthony Del Prete
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Bertrand Sejour
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Christie Thomas
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Christopher Ferrara
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Dakota Lambrou
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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David Reyes
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Dominick D'andrea
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Edmund Ruppmann
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Edward Helm
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Edwin Martinez
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Ellen Broderick
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Esperanza Deviccaro
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Eugenia Morezzi
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Francesco Amodio
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Frank Magri
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Gary Marcus
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Gerard Kuzniewski
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Ira Bergman
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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James Robdau
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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James Vafeas
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jay Hochfelsen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Jimmy Castrillon
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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John Donaldson
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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John Trotta
Financial advisor at Financial Advisor Network, Inc.
Financial Advisor Network, Inc. · $135M AUM
Verified
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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 Farmingdale, 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 Farmingdale, NY.

How this list works

Before you hire an advisor in Farmingdale, NY