Financial advisors in Plainview, NY

76 advisors · page 2 of 3

Emilton Lopez
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Eric Dieckhoff
Financial advisor at Arcap Partners LLC
Arcap Partners LLC · $40.5M AUM
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Gaven Helring
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Geoffrey Nance
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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George Crowley
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
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Harkaran Kumar
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Harry Armon
Financial advisor at Arcap Partners LLC
Arcap Partners LLC · $40.5M AUM
VerifiedFinancial planning
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Jake Billelo
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jan Rezler
Financial advisor at Captrust
Captrust · $1.24T AUM
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Janine Altamura
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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John Lafata
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Joseph Ciliberti
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
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Joseph D'astolfo
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Joseph Geneva
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Joseph Talenti
Financial advisor at Ernst & Young Investment Advisers LLP
Ernst & Young Investment Advisers LLP
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Julia Nicolosi
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Katherine Chen
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Kathryn Buck Cannella
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
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Kyle Piechucki
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Linda Zimmerer
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Lisa Reddo
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Mark Levitch
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Martin Coren
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Matthew Tesoriero
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Melissa Narine
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
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Michael Caracappa
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
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Ned Marzigliano
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Paul Schiebelhuth
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Philip Basile
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Rachel Weissman
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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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 Plainview, 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 Plainview, NY.

How this list works

Before you hire an advisor in Plainview, NY