Financial advisors in Merrick, NY

29 advisors

Saleh Mezrahi
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Alexander Sydorak
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Allison Hudson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Barry Cohn
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Charles Kassatly
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Christopher Mueller
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Clifford Meditz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Eric Harley
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Eric Moore
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Heather Eckles
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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James Weinblatt
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Jason Freilich
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jeffrey Isaac
Financial advisor at Transamerica Retirement Advisors, LLC
Transamerica Retirement Advisors, LLC · $18.83B AUM
Verified
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Leonard Leo
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Lisa Murphy
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Lyle Rosman
Financial advisor at Onepoint Bfg Wealth Partners
OnePoint BFG Wealth Partners · $15.13B AUM
VerifiedFinancial planning
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Matthew Mutterperl
Financial advisor at New York Life Investment Management LLC
New York Life Investment Management LLC · $120.7B AUM
Verified
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Melanie Werthmuller
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Michael Blake
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Michael Mott
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Michael Pontillo
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
VerifiedFinancial planning
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Michael Scordo
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Nicholas Pititto
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Peter Katsigiorgis
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Stanislav Nedzhetskiy
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Stephen Pagliari
Financial advisor at Differential Capital LLC
Differential Capital LLC · $4M AUM
Verified
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Thomas Polito
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Thomas Reagan
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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William Gunderson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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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 Merrick, 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 Merrick, NY.

How this list works

Before you hire an advisor in Merrick, NY