Financial advisors in New Paltz, NY

18 advisors

Christian Burke
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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David Sterman
Financial advisor at Huguenot Financial Planning
Huguenot Financial Planning
CFP®VerifiedFinancial planning
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Alex Barrese
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
VerifiedFinancial planning
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Anthony Barrese
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
VerifiedFinancial planning
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Christopher Drouin
Financial advisor at Beyond Wealth Management Group, LLC
Beyond Wealth Management Group, LLC · $139.4M AUM
VerifiedFinancial planning
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Dave Grimes
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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David Cross
Financial advisor at Beyond Wealth Management Group, LLC
Beyond Wealth Management Group, LLC · $139.4M AUM
VerifiedFinancial planning
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Derek Seger
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Irene Berner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Krista Woodke
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Marc Schain
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Patrick Fillette
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Peter Banta
Financial advisor at Beyond Wealth Management Group, LLC
Beyond Wealth Management Group, LLC · $139.4M AUM
VerifiedFinancial planning
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Peter Lerose
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Richard Decker
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Shawn Shaughnessy
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Tavish Laidlaw
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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William Winters
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B 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 Paltz, 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 New Paltz, NY.

How this list works

Before you hire an advisor in New Paltz, NY