Financial advisors in Fishkill, NY

37 match · page 1 of 2

Albert Delorenzo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Connor Briggs
Financial advisor at Murphy Wealth Management Group
Murphy Wealth Management Group · $251.9M AUM
CFP®VerifiedFinancial planning
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Daniel Murphy
Financial advisor at Murphy Wealth Management Group
Murphy Wealth Management Group · $251.9M AUM
CFP®VerifiedFinancial planning
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James Santangelo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Matthew Caruso
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Andrew Medlicott
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Anthony Junjulas
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Ardal Powell
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Augustine Donofrio
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Austin Schweitzer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Brett Froman
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Calvin Nelson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Charles Medlicott
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Charu Ashar
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Connor Chiulli
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Daniel O'reilly
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Dennis Arnold
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Elizabeth Arcara
Financial advisor at Fsc Wealth Advisors, LLC
Fsc Wealth Advisors, LLC · $122.3M AUM
VerifiedFinancial planning
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George Pogyo
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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James Comblo
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
VerifiedFinancial planning
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Jeffrey Scott
Financial advisor at Prosperity Capital Advisors
Prosperity Capital Advisors · $4.39B AUM
VerifiedFinancial planning
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Jodi Lemp
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Jonathan Moulton
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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Joseph Steffy
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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Jovan Fryar
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Keith Preston
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Leona Chan
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Matthew Brady
Financial advisor at Murphy Wealth Management Group
Murphy Wealth Management Group · $251.9M AUM
VerifiedFinancial planning
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Matthew Costa
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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Michael Ranieri
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B 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 Fishkill, 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 Fishkill, NY.

How this list works

Before you hire an advisor in Fishkill, NY