Financial advisors in Port Jefferson Station, NY

20 advisors

Jeffrey Roberto
Financial advisor at Aventine Financial Group
Aventine Financial Group · $153.1M AUM
CFP®VerifiedFinancial planning
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Michael Butensky
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Alex Rohman
Financial advisor at Timecapital Investor Advisory Services Inc
Timecapital Investor Advisory Services Inc · $262M AUM
Verified
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Amanda Gonzalez
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Christian Andreoli
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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Christopher Tortora
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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Daniel Zimon
Financial advisor at Camba Capital, LLC
Camba Capital, LLC
VerifiedFinancial planning
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Edmond Irwin
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Frederick Azzurro
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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John Dinkelmeyer
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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John Spoleti
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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John Thomson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Joseph Ohara
Financial advisor at O'hara Wealth Management Inc
O'hara Wealth Management Inc · $6.4M AUM
VerifiedFinancial planning
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Keith Butler
Financial advisor at Timecapital Investor Advisory Services Inc
Timecapital Investor Advisory Services Inc · $262M AUM
Verified
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Kerry Rothemich
Financial advisor at Timecapital Investor Advisory Services Inc
Timecapital Investor Advisory Services Inc · $262M AUM
Verified
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Nicholas Bosio
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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Nicholas Vissichelli
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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Scott Zambelli
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Stephanie Sgroi
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Virginia Bove-Grier
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B 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 Port Jefferson Station, 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 Port Jefferson Station, NY.

How this list works

Before you hire an advisor in Port Jefferson Station, NY