Financial advisors in Kings Park, NY

17 match

Ronald Matonti
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Bradshaw
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Ferrara
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Sommo
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dylan Kolarcik
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Torounidis
Financial advisor at Ithaka Strategic Partners
Ithaka Strategic Partners · $1.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregg Stamler
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Congema
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Guercio
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joy Martinsen
Financial advisor at Nobles & Richards Advisors, LLC
Nobles & Richards Advisors, LLC · $34.2M AUM
VerifiedFinancial planning
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Konstantinos Pagiazitis
Financial advisor at Gladstone Wealth Partners
Gladstone Wealth Partners · $5.68B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Optaciano Rodriguez
Financial advisor at Ithaka Strategic Partners
Ithaka Strategic Partners · $1.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Romano
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Peter Hall
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Seth Rothman
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Susan Gordon
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wayne Buess
Financial advisor at Edward Jones
Edward Jones · $1.01T 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 Kings Park, 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 Kings Park, NY.

How this list works

Before you hire an advisor in Kings Park, NY