Financial advisors in Saratoga Springs, NY

234 match · page 1 of 8

Alan Bogatch
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Pallas
Financial advisor at Minichmacgregor Wealth Management, LLC
Minichmacgregor Wealth Management, LLC · $722.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anna Millea
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barbara Bouchey
Financial advisor at Barbara J. Bouchey Asset Management, Inc.
Barbara J. Bouchey Asset Management, Inc. · $50.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bonnie Boyce
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brenton Smith
Financial advisor at Minichmacgregor Wealth Management, LLC
Minichmacgregor Wealth Management, LLC · $722.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Ferraro
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cory Laird
Financial advisor at Minichmacgregor Wealth Management, LLC
Minichmacgregor Wealth Management, LLC · $722.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cynthia Zalewsky
Financial advisor at Saratoga Investment Solutions Inc.
Saratoga Investment Solutions Inc. · $48.7M AUM
CFP®VerifiedFinancial planning
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David Cumming
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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David Fragomeni
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Wren
Financial advisor at Sovereign Financial Group, Inc.
Sovereign Financial Group, Inc. · $1.08B AUM
CFP®VerifiedFinancial planning
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Harold Moran
Financial advisor at Sustainable Advisors Alliance LLC
Sustainable Advisors Alliance LLC · $234.8M AUM
CFP®VerifiedFinancial planning
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Heather Fox
Financial advisor at Nye Street Partners LLC
Nye Street Partners LLC · $10M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Cox
Financial advisor at Peak Wealth Management
Peak Wealth Management · $39M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Durkee
Financial advisor at Tailored Wealth Solutions
Tailored Wealth Solutions · $271.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Campito
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Vahanian
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Papielion
Financial advisor at Tailored Wealth Solutions
Tailored Wealth Solutions · $271.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jon Connell
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Terpening
Financial advisor at King Wealth Management Group, LLC
King Wealth Management Group, LLC · $1.08B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Manuel Choy
Financial advisor at Wpm Wealth Advisors LLC
Wpm Wealth Advisors LLC · $72.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paolo Lapietra
Financial advisor at Bouchey Financial Group, LTD.
Bouchey Financial Group, LTD. · $1.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Kalish
Financial advisor at Continuum Wealth Advisors, LLC
Continuum Wealth Advisors, LLC · $345.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Gemmiti
Financial advisor at Portfolio Allocators LLC
Portfolio Allocators LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Kowalski
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Fanch
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Schermerhorn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Gronostaj
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samantha Masey
Financial advisor at Bouchey Financial Group, LTD.
Bouchey Financial Group, LTD. · $1.61B AUM
CFP®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 Saratoga Springs, 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 Saratoga Springs, NY.

How this list works

Before you hire an advisor in Saratoga Springs, NY