Financial advisors in Glen Head, NY

30 match

Gary Lofgren
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
CFP®Verified
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Howard Kibrick
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
CFP®Verified
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James Werner
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
CFP®Verified
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Mark Goldman
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Sandy Siff
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
CFP®Verified
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Christopher Truncellito
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Daniel Arce
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Denis Moynihan
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Frank Finch
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Ginger Romero Pardlo
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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James Pino
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Jeffery Jones
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Jeffrey Lang
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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John Crayne
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Joseph Tedeschi
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Katherine Stein
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
View page Check on SEC IAPD ↗
Matthew Monk
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
View page Check on SEC IAPD ↗
Michael Corwin
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
View page Check on SEC IAPD ↗
Michael Fleming
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
View page Check on SEC IAPD ↗
Michael Romer
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Michael Stanton
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Milorad Sobot
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Paul Mohammadi
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Pei-Jye Wang
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Rachel Pino
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Randall Diamond
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Rebecca Pino
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Reese Hughes
Financial advisor at Tsa Management Inc
Tsa Management Inc · $1.48B AUM
Verified
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Thomas Coelho
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Vincent Tirino
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T 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 Glen Head, 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 Glen Head, NY.

How this list works

Before you hire an advisor in Glen Head, NY