Financial advisors in Oyster Bay, NY

17 match

Alex Gallego
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Alexander Gallego
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Anthony Logrippo
Financial advisor at Ihs Wealth Management LLC
Ihs Wealth Management LLC · $39.4M AUM
VerifiedFinancial planning
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Brian Nerney
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Christopher Davis
Financial advisor at &Partners
&Partners · $30.27B AUM
VerifiedFinancial planning
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James Marino
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Jonathan Freed
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
VerifiedFinancial planning
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Joseph Barrios
Financial advisor at Heritage Financial Counselors, LLC
Heritage Financial Counselors, LLC · $235.9M AUM
VerifiedFinancial planning
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Joseph Capezza
Financial advisor at Cove Private Wealth, LLC
Cove Private Wealth, LLC · $455.5M AUM
VerifiedFinancial planning
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Joseph Giardino
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Kevin Curry
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Lori Jackson
Financial advisor at Cove Private Wealth, LLC
Cove Private Wealth, LLC · $455.5M AUM
VerifiedFinancial planning
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Matthew Conway
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Matthew Ranieri
Financial advisor at Ihs Wealth Management LLC
Ihs Wealth Management LLC · $39.4M AUM
VerifiedFinancial planning
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Maureen Kennedy
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Peter Burkly
Financial advisor at Cove Private Wealth, LLC
Cove Private Wealth, LLC · $455.5M AUM
VerifiedFinancial planning
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William Rand
Financial advisor at Cloud Peak Advisors
Cloud Peak Advisors · $153K 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 Oyster Bay, 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 Oyster Bay, NY.

How this list works

Before you hire an advisor in Oyster Bay, NY