Financial advisors in Jericho, NY

32 match · page 1 of 2

Allison Giffuni
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Gilmartin
Financial advisor at Lebenthal Global Advisors, LLC
Lebenthal Global Advisors, LLC · $971.8M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Benjamin Mihalik
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Darian
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Gamble
Financial advisor at First Long Island Investors, LLC
First Long Island Investors, LLC · $1.86B AUM
CFP®Verified
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Charles Schlapp
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Jones
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Edmund Adomaites
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emanuel Defreitas
Financial advisor at Safe Harbor Asset Management, Inc.
Safe Harbor Asset Management, Inc. · $26.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Francis Chimenti
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frank Lourenso
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Fiederlein
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gerard Simonelli
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ian Magor
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Newman
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jesse Giordano
Financial advisor at Opal Wealth Advisors, LLC
Opal Wealth Advisors, LLC · $1.24B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John L'abbate
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Filosa
Financial advisor at Opal Wealth Advisors, LLC
Opal Wealth Advisors, LLC · $1.24B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Frankel
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine Dean-Stahl
Financial advisor at Opal Wealth Advisors, LLC
Opal Wealth Advisors, LLC · $1.24B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Grossmann
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Martin Bank
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Godfrey
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Grand
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Margarites
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paresh Shah
Financial advisor at Merkkuri Wealth Advisors LLC
Merkkuri Wealth Advisors LLC · $204.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Abrami
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Raymond Bergen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vincent De Vita
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Warren Alstodt
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B 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 Jericho, 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 Jericho, NY.

How this list works

Before you hire an advisor in Jericho, NY