Financial advisors in Garden City, NY

771 match · page 2 of 26

Kelly Derer
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Kevin Burns
Financial advisor at Navwell Advisors
Navwell Advisors · $7.9M AUM
CFP®VerifiedFinancial planning
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Kevin Hegarty
Financial advisor at Hegarty Advisors, LLC
Hegarty Advisors, LLC · $171.1M AUM
CFP®VerifiedFinancial planning
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Lisa Brule
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Louis Rusinowitz
Financial advisor at Arkadios Wealth Advisors
Arkadios Wealth Advisors · $8.79B AUM
CFP®VerifiedFinancial planning
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Mark Mohtashemi
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Michael Davidov
Financial advisor at Davidov Wealth Group, LLC
Davidov Wealth Group, LLC · $174.5M AUM
CFP®VerifiedFinancial planning
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Michael Manasia
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Michael Riccardi
Financial advisor at United Asset Strategies Inc.
United Asset Strategies Inc. · $2.22B AUM
CFP®VerifiedFinancial planning
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Michael Schiffer
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Neil Cunningham
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Oliver Hudesman
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Olivier Bernardini
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Orest Baransky
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Pamela Pearson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Qiaofei He
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Regis Dillon
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Zito
Financial advisor at Flynn Zito Capital Management, LLC
Flynn Zito Capital Management, LLC · $773.9M AUM
CFP®VerifiedFinancial planning
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Robert Murphy
Financial advisor at United Asset Strategies Inc.
United Asset Strategies Inc. · $2.22B AUM
CFP®VerifiedFinancial planning
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Robert Schetty
Financial advisor at Castfirm Advisors LLC
Castfirm Advisors LLC · $30M AUM
CFP®VerifiedFinancial planning
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Robert Steck
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ross Mongiardo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Haiss
Financial advisor at Flynn Zito Capital Management, LLC
Flynn Zito Capital Management, LLC · $773.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Rhu
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Gegerson
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stefan Gollisz
Financial advisor at Flynn Zito Capital Management, LLC
Flynn Zito Capital Management, LLC · $773.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Cohen
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Garry
Financial advisor at Stephen J. Garry & Associates, LLC
Stephen J. Garry & Associates, LLC · $142.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Susan Quigley
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Cordovano
Financial advisor at Corient
Corient · $165.25B AUM
CFP®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 Garden City, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Garden City, NY.

How this list works

Before you hire an advisor in Garden City, NY