Financial advisors in Locust Valley, NY

27 advisors

Lucia Ciraolo
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Angel Corniel
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Antonia Locascio
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Damon Silverstein
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Eric Filippone
Financial advisor at Buckram Securities LTD
Buckram Securities LTD · $117.3M AUM
Verified
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George Lang
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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James Bruderman
Financial advisor at Bruderman Private Wealth
Bruderman Private Wealth · $78.5M AUM
VerifiedFinancial planning
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James Fahey
Financial advisor at Wellington Shields & Co., LLC
Wellington Shields & Co., LLC · $546M AUM
Verified
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James Pryor
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Jeffrey Filone
Financial advisor at Platform Technology Partners
Platform Technology Partners · $1.23B AUM
Verified
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John Campbell
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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John Kelly
Financial advisor at Wellington Shields Capital Management, LLC
Wellington Shields Capital Management, LLC · $1.17B AUM
Verified
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John Litke
Financial advisor at Platform Technology Partners
Platform Technology Partners · $1.23B AUM
Verified
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Joseph Spina
Financial advisor at Platform Technology Partners
Platform Technology Partners · $1.23B AUM
Verified
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Matthew Segal
Financial advisor at Platform Technology Partners
Platform Technology Partners · $1.23B AUM
Verified
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Matthew Shapiro
Financial advisor at Platform Technology Partners
Platform Technology Partners · $1.23B AUM
Verified
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Michael Santucci
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Nicole Adam
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Patrick Moran
Financial advisor at Platform Technology Partners
Platform Technology Partners · $1.23B AUM
Verified
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Patrick Van Roten
Financial advisor at Platform Technology Partners
Platform Technology Partners · $1.23B AUM
Verified
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Peter Debuona
Financial advisor at Buckram Securities LTD
Buckram Securities LTD · $117.3M AUM
Verified
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Robert Schaefer
Financial advisor at Buckram Securities LTD
Buckram Securities LTD · $117.3M AUM
Verified
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Robert Tirrito
Financial advisor at Platform Technology Partners
Platform Technology Partners · $1.23B AUM
Verified
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Rosalind Mouzouris
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Sotirios Vangelatos
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Stephen Nicholas
Financial advisor at Platform Technology Partners
Platform Technology Partners · $1.23B AUM
Verified
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Ward Brickner
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B 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 Locust Valley, 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 Locust Valley, NY.

How this list works

Before you hire an advisor in Locust Valley, NY