Financial advisors in Schenectady, NY

33 advisors · page 1 of 2

Hermes Del-Sette
Financial advisor at Happiness in Retirement
Happiness in Retirement · $192.5M AUM
CFP®VerifiedFinancial planning
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Kevin Pittz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Michael Powers
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Raymond Zegger
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Sara Reals
Financial advisor at Greenleaf Financial Network, LLC
Greenleaf Financial Network, LLC · $123.7M AUM
CFP®VerifiedFinancial planning
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Travis Kellman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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William Barry
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Ann Arceo
Financial advisor at Happiness in Retirement
Happiness in Retirement · $192.5M AUM
VerifiedFinancial planning
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Bradley Bonfante
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Christopher Hunt
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
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Cynthia Powell
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
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Darren Leader
Financial advisor at Acacia Grove Wealth Management
Acacia Grove Wealth Management · $41.6M AUM
VerifiedFinancial planning
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Dustin Troia
Financial advisor at Happiness in Retirement
Happiness in Retirement · $192.5M AUM
VerifiedFinancial planning
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Frederick Winkler
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Gary Heidenstrom
Financial advisor at Robert L. Kristel, C.p.a., P.c.
Robert L. Kristel, C.p.a., P.c.
Verified
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Jeremy Scher
Financial advisor at Happiness in Retirement
Happiness in Retirement · $192.5M AUM
VerifiedFinancial planning
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Joseph Daddario
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Joshua Moraski
Financial advisor at Nightgale Wealth Management LLC
Nightgale Wealth Management LLC
VerifiedFinancial planning
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Kevin Eberz
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
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Kevin Wendoloski
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Kyle Moffitt
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Lilien Woolbert
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Matthew Valentine
Financial advisor at Goldman Sachs Wealth Services, L.p.
Goldman Sachs Wealth Services, L.p. · $31.69B AUM
VerifiedFinancial planning
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Megan Burdick
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Nicole Stone
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Rebecca Mason
Financial advisor at Happiness in Retirement
Happiness in Retirement · $192.5M AUM
VerifiedFinancial planning
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Robert Kristel
Financial advisor at Robert L. Kristel, C.p.a., P.c.
Robert L. Kristel, C.p.a., P.c.
Verified
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Steven Becker
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Steven Herweyer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Timothy Ochs
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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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 Schenectady, 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 Schenectady, NY.

How this list works

Before you hire an advisor in Schenectady, NY