Financial advisors in Saratoga Springs, NY

264 advisors · page 2 of 9

Sean Moynahan
Financial advisor at King Wealth Management Group, LLC
King Wealth Management Group, LLC · $1.08B AUM
CFP®VerifiedFinancial planning
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Stephen Kyne
Financial advisor at Sterling Manor Financial, LLC
Sterling Manor Financial, LLC · $201M AUM
CFP®VerifiedFinancial planning
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Steven Quesnel
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Taylor Sohns
Financial advisor at Lifegoal Investments, LLC
Lifegoal Investments, LLC · $558M AUM
CFP®VerifiedFinancial planning
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Thomas Murphy
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
CFP®VerifiedFinancial planning
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Todd Macejka
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Abigail Rafferty
Financial advisor at Shade Tree Advisors LLC
Shade Tree Advisors LLC · $1.45B AUM
VerifiedFinancial planning
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Adam Doig
Financial advisor at Sterling Manor Financial, LLC
Sterling Manor Financial, LLC · $201M AUM
VerifiedFinancial planning
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Adam Mc Neill
Financial advisor at Mcneill Capital, LLC
Mcneill Capital, LLC · $40.6M AUM
VerifiedFinancial planning
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Adam Swartz
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Adrienne Knapp
Financial advisor at Shade Tree Advisors LLC
Shade Tree Advisors LLC · $1.45B AUM
VerifiedFinancial planning
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Al Palkovich
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
VerifiedFinancial planning
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Amy Seagroatt
Financial advisor at Shade Tree Advisors LLC
Shade Tree Advisors LLC · $1.45B AUM
VerifiedFinancial planning
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Andrea Pease
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Andrei Belov
Financial advisor at Shade Tree Advisors LLC
Shade Tree Advisors LLC · $1.45B AUM
VerifiedFinancial planning
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Andrew Armstrong
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
VerifiedFinancial planning
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Andrew Chapman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Andrew Heuss
Financial advisor at Continuum Wealth Advisors, LLC
Continuum Wealth Advisors, LLC · $345.6M AUM
VerifiedFinancial planning
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Andrew Howard
Financial advisor at Quartz Partners Investment Management
Quartz Partners Investment Management · $611.9M AUM
VerifiedFinancial planning
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Andrew Pleat
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ann Edsforth
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Anthony Spencer
Financial advisor at Quartz Partners Investment Management
Quartz Partners Investment Management · $611.9M AUM
VerifiedFinancial planning
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Armando Spring
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Arthur Francis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Ashley Pierre
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Barry Bruno
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Benjamin Chuckrow
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Benjamin Gerald
Financial advisor at Quartz Partners Investment Management
Quartz Partners Investment Management · $611.9M AUM
VerifiedFinancial planning
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Benjamin Guerin
Financial advisor at Continuum Wealth Advisors, LLC
Continuum Wealth Advisors, LLC · $345.6M AUM
VerifiedFinancial planning
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Bernard McCall
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B 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 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