Financial advisors in Larchmont, NY

25 advisors

Alana Stone
Financial advisor at Heydorn Stone Capital Management LLC
Heydorn Stone Capital Management LLC · $142M AUM
CFP®VerifiedFinancial planning
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Zachary Nedell
Financial advisor at Aegis Capital Corp.
Aegis Capital Corp. · $1.78B AUM
CFP®VerifiedFinancial planning
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Adam Block
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
VerifiedFinancial planning
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Angelo Bonvino
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Antonio Alves
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Ari Kandel
Financial advisor at Alight Financial Advisors, LLC
Alight Financial Advisors, LLC · $35.05B AUM
VerifiedFinancial planning
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Barry Gordon
Financial advisor at Afa Advisors LLC
Afa Advisors LLC · $4.4M AUM
Verified
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Donald Kerr
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Edon Qarri
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Fjolla Isufaj
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Jeffrey Di Napoli
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Jerrett Weltens
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Johan Devoogd
Financial advisor at American European Asset Management LLC
American European Asset Management LLC · $17.9M AUM
Verified
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John Kay
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Marc Klee
Financial advisor at Afa Advisors LLC
Afa Advisors LLC · $4.4M AUM
Verified
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Mark Tassie
Financial advisor at Savvy
Savvy · $5B AUM
VerifiedFinancial planning
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Mathis Leblanc
Financial advisor at Heydorn Stone Capital Management LLC
Heydorn Stone Capital Management LLC · $142M AUM
VerifiedFinancial planning
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Patrick Haggerty
Financial advisor at Aegis Capital Corp.
Aegis Capital Corp. · $1.78B AUM
VerifiedFinancial planning
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Raymond Williamson
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Richard Schmidt
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Robert Chambers
Financial advisor at Eighty Rods Advisors
Eighty Rods Advisors · $14.8M AUM
VerifiedFinancial planning
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Scott Edgemont
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Susan Orourke
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Taishaun Johnson
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Vincent Martino
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Larchmont, 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 Larchmont, NY.

How this list works

Before you hire an advisor in Larchmont, NY