Financial advisors in Mineola, NY

40 match · page 1 of 2

Demetrios Paraskevopoulos
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Frank Mastromauro
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Jason Bimonte
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Rhona Liptzin
Financial advisor at Wank & Liptzin Advisory Services LLC
Wank & Liptzin Advisory Services LLC · $19M AUM
CFP®VerifiedFinancial planning
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Ryan Faley
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
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Achilleas Psihudakis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Aldo Verrelli
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Andrew Rose
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Angelica Van Pelt
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Anowar Osmani
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Christine Persaud
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Cinthia Euceda Garcia
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Daniel Farrell
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Daniel Salsberg
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Debra Iorio
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Gina Andersen
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Girard Henry
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Jerald Wank
Financial advisor at Wank & Liptzin Advisory Services LLC
Wank & Liptzin Advisory Services LLC · $19M AUM
VerifiedFinancial planning
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Kaitlin Martinez
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Kevin Alexander
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Kimberly Ruvolo
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Kristopher Cerciello
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Kyle Kochevar
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Louis Sparacino
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Matthew Holquist
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Matthew Schechner
Financial advisor at B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. · $4.21B AUM
VerifiedFinancial planning
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Neil Lauro
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Nicholas Meyer
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Nicholas Milvid
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Nicholas Ramsoondar
Financial advisor at Td Private Client Wealth LLC
Td Private Client Wealth LLC · $8.57B 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 Mineola, 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 Mineola, NY.

How this list works

Before you hire an advisor in Mineola, NY