Financial advisors in Melville, NY

124 match · page 4 of 5

Philip Capell
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip Purpura
Financial advisor at Mayflower Advisors
Mayflower Advisors · $5.82B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip Siegel
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Raymond Miranda
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
CFP®Verified
View page Check on SEC IAPD ↗
Richard Punturo
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Rubin
Financial advisor at &Partners
&Partners · $30.27B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Zerah
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ricky Bathija
Financial advisor at J.j. Burns & Company
J.j. Burns & Company · $1.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Alimena
Financial advisor at Procyon
Procyon · $9.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Bird
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Conzo
Financial advisor at The Wealth Alliance, LLC
The Wealth Alliance, LLC · $2.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Lozzi
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Polk
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Zerah
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rosario Lenzo
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rosemary Timoney
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sandra Grinspan
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Iadanza
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Kaufman
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Sanders
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Bostwick
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn Gallagher
Financial advisor at Frisch Financial Group, Inc.
Frisch Financial Group, Inc. · $931.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn Klotsche
Financial advisor at The Wealth Alliance, LLC
The Wealth Alliance, LLC · $2.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stanley Lozinski
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Labiner
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Ruttgeizer
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Varvaro
Financial advisor at Four Corners Financial
Four Corners Financial · $104.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Vitale
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Taylor Stathis
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ted Boutis
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B 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 Melville, 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 Melville, NY.

How this list works

Before you hire an advisor in Melville, NY