Financial advisors in Massapequa, NY

33 match · page 1 of 2

Daniel Mazzola
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Joseph Downey
Financial advisor at Private Client Asset Management, Inc.
Private Client Asset Management, Inc. · $181.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Mocniak
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Pasqualino Ruffa
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Robert Giaccone
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Dolan
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
CFP®VerifiedFinancial planning
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Todd Dudonis
Financial advisor at Private Client Asset Management, Inc.
Private Client Asset Management, Inc. · $181.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andres Libreros
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Brandon Hodges
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Brendan Rorke
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Christopher Cardali
Financial advisor at Mariner
Mariner · $125.41B AUM
VerifiedFinancial planning
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Christopher Fontana
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Daniel Mazzola
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Douglas Castro
Financial advisor at Adc Wealth Management, LLC
Adc Wealth Management, LLC · $206.1M AUM
VerifiedFinancial planning
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Edward Lupardo
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Edward Wells
Financial advisor at Lanark Financial, Inc.
Lanark Financial, Inc. · $1.78B AUM
VerifiedFinancial planning
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Eric Rosener
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Ethan Aulino
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Jason Reis
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
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Jennifer Caccavale
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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John Hernandez
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Disanza
Financial advisor at Lanark Financial, Inc.
Lanark Financial, Inc. · $1.78B AUM
VerifiedFinancial planning
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Matthew Senicola
Financial advisor at Lanark Financial, Inc.
Lanark Financial, Inc. · $1.78B AUM
VerifiedFinancial planning
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Matthew Spatola
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
VerifiedFinancial planning
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Michael Punturieri
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
VerifiedFinancial planning
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Patrick McGrath
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Paula Oliveras
Financial advisor at Adc Wealth Management, LLC
Adc Wealth Management, LLC · $206.1M AUM
VerifiedFinancial planning
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Robert Dahl
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Robert Engelhardt
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Robert Sullivan
Financial advisor at Investment Insight Wealth Management, LLC
Investment Insight Wealth Management, LLC · $178.1M 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 Massapequa, 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 Massapequa, NY.

How this list works

Before you hire an advisor in Massapequa, NY