Financial advisors in Newburgh, NY

38 match · page 1 of 2

Maria Sciuto
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
CFP®VerifiedFinancial planning
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Michael Passante
Financial advisor at Focused Wealth Management, Inc.
Focused Wealth Management, Inc. · $2.27B AUM
CFP®VerifiedFinancial planning
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Scott Morrow
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Seth Rivers
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Aman Goel
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Andrea Brown
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
VerifiedFinancial planning
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Anthony Dicapua
Financial advisor at Focused Wealth Management, Inc.
Focused Wealth Management, Inc. · $2.27B AUM
VerifiedFinancial planning
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Anthony Ortiz
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Augusto La Torre
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Charles Yarnold
Financial advisor at Focused Wealth Management, Inc.
Focused Wealth Management, Inc. · $2.27B AUM
VerifiedFinancial planning
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Derek Pinelli
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Frank Booth
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
VerifiedFinancial planning
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Hayden Bell
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Ilana Stern
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Jacob Brett
Financial advisor at Focused Wealth Management, Inc.
Focused Wealth Management, Inc. · $2.27B AUM
VerifiedFinancial planning
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Jacqueline Dufresne
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
VerifiedFinancial planning
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James Brandemarte
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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John Del Bene
Financial advisor at Focused Wealth Management, Inc.
Focused Wealth Management, Inc. · $2.27B AUM
VerifiedFinancial planning
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Joseph Mecenas
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Lawrence Vandemark
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Manolito Dizon
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Maria Manrique Alvarez
Financial advisor at Focused Wealth Management, Inc.
Focused Wealth Management, Inc. · $2.27B AUM
VerifiedFinancial planning
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Matthew Wyant
Financial advisor at Focused Wealth Management, Inc.
Focused Wealth Management, Inc. · $2.27B AUM
VerifiedFinancial planning
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Michael Pine
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Nicholas Brown
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Patrick Shea
Financial advisor at Focused Wealth Management, Inc.
Focused Wealth Management, Inc. · $2.27B AUM
VerifiedFinancial planning
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Philip Deangelo
Financial advisor at Focused Wealth Management, Inc.
Focused Wealth Management, Inc. · $2.27B AUM
VerifiedFinancial planning
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Robert Coombs
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Robert Falk
Financial advisor at Td Private Client Wealth LLC
Td Private Client Wealth LLC · $8.57B AUM
VerifiedFinancial planning
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Ryan Swanson
Financial advisor at Focused Wealth Management, Inc.
Focused Wealth Management, Inc. · $2.27B 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 Newburgh, 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 Newburgh, NY.

How this list works

Before you hire an advisor in Newburgh, NY