Financial advisors in Rockville Centre, NY

63 advisors · page 2 of 3

Joseph Araneo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Joseph Esposito
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Joseph Esposito
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Joseph Wetherell
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Kevin Cassidy
Financial advisor at Bayridge Financial Group, Inc.
Bayridge Financial Group, Inc. · $94.2M AUM
Verified
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Kurt Burger
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Leonard Marzigliano
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Louis Romano
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Marco Franzella
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Mark Gutner
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Mark Pericolosi
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Michael Girasole
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Nelson Villa
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Nicholas Iocco
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Patrick Cerrato
Financial advisor at Allspring Funds Management, LLC
Allspring Funds Management, LLC · $324.65B AUM
Verified
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Paul Carrano
Financial advisor at Lpl Financial LLC
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Paul Celentano Jr.
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Paul Kleinberg
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Rebecca Horowitz
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Renee Willett
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Richard Lahn
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Ryan Ledwith
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Ryan McDermott
Financial advisor at Everbridge Advisors
Everbridge Advisors
Verified
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Sabrina Fregara
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Scott Porter
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Sergio Rosa
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Shane Siederman
Financial advisor at Bayridge Financial Group, Inc.
Bayridge Financial Group, Inc. · $94.2M AUM
Verified
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Shiraz Zaidi
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
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Stephen Fitzgerald
Financial advisor at Lpl Financial LLC
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Thomas Musto
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B 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 Rockville Centre, 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 Rockville Centre, NY.

How this list works

Before you hire an advisor in Rockville Centre, NY