Financial advisors in Rockville Centre, NY

56 match · page 1 of 2

Bonnie Laurino
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Cornett
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eve Schniebolk
Financial advisor at Sound & Secure Advisors LLC
Sound & Secure Advisors LLC · $41.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Mavro
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Araneo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vincent Mattone
Financial advisor at Advisors Capital Management, LLC
Advisors Capital Management, LLC · $12.2B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Puppo
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bettina Johnson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Blake Spencer
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Brendan Doherty
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Brian Ramrup
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Bruce Scharf
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Caitlin Kauke
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Charles Silecchia
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Craig Hassel
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Dana Hinderliter
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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David Goldstein
Financial advisor at World Investment Advisors, LLC
World Investment Advisors, LLC · $71.64B AUM
VerifiedFinancial planning
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Dennis Kelleher
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Douglas Ramirez
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Falgun Jariwala
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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George Folias
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gina Keyloun
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregg Schriro
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
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Gregory Alerte
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Gregory Puttick
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Howard Genden
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacques Francois
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jashanpreet Singh
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Raschella
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Araneo
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B 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 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