Financial advisors in New City, NY

57 advisors · page 1 of 2

Beryl Sorscher
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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David Lieblich
Financial advisor at Savlan Wealth Partners
Savlan Wealth Partners
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frank Riolo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jessica Runkel
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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John Doran
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Larry Luxenberg
Financial advisor at Lexington Avenue Capital Management, LLC
Lexington Avenue Capital Management, LLC · $164.2M AUM
CFP®VerifiedFinancial planning
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Lisa Sherman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Malka Lieblich
Financial advisor at Savlan Wealth Partners
Savlan Wealth Partners
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Abraham Mizrahi
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Anthony Pirro
Financial advisor at Money Concepts Advisory Service
Money Concepts Advisory Service · $4.07B AUM
VerifiedFinancial planning
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Ardell Roan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Chadley Lazreg
Financial advisor at Money Concepts Advisory Service
Money Concepts Advisory Service · $4.07B AUM
VerifiedFinancial planning
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Christopher Kelly
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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David Heller
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Dominick Riolo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eliezer Gewirtzman
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Erguis Mertiri
Financial advisor at Empire State Wealth Advisors Inc
Empire State Wealth Advisors Inc
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Fernando Remigio
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Frank Cifuni
Financial advisor at Money Concepts Advisory Service
Money Concepts Advisory Service · $4.07B AUM
VerifiedFinancial planning
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Gregory Scrydloff
Financial advisor at B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. · $4.21B AUM
VerifiedFinancial planning
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Harry Rakovski
Financial advisor at Pgim Investments LLC
Pgim Investments LLC · $344.84B AUM
Verified
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Herbert Roman
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Howard Brachfeld
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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James Deminno
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
VerifiedFinancial planning
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James Kivlehan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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John Mackenzie
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Joseph Weber
Financial advisor at Savlan Wealth Partners
Savlan Wealth Partners
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lance McGinnis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Larry Arinsburg
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Laurel Wilson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 New City, 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 New City, NY.

How this list works

Before you hire an advisor in New City, NY