Financial advisors in Somers, NY

22 advisors

Glenn Bianco
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Kjersten Lazar
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Michael Peist
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Andrew Soliman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Angelo Gallo
Financial advisor at Lifelong Wealth Strategies, LLC
Lifelong Wealth Strategies, LLC · $11.9M AUM
VerifiedFinancial planning
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Calvin Lem
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Colleen Langlais
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Cory Slovik
Financial advisor at Innovative Private Wealth Management Inc.
Innovative Private Wealth Management Inc. · $367M AUM
VerifiedFinancial planning
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Daniel Sburlati-Rupp
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Debinder Deshmukh
Financial advisor at Innovative Private Wealth Management Inc.
Innovative Private Wealth Management Inc. · $367M AUM
VerifiedFinancial planning
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Donna Colucci
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Frederick Faustini
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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James O'connor
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Johnny Copeland
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Jon Pecorella
Financial advisor at Innovative Private Wealth Management Inc.
Innovative Private Wealth Management Inc. · $367M AUM
VerifiedFinancial planning
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Josh Minotta
Financial advisor at Gladstone Wealth Partners
Gladstone Wealth Partners · $5.68B AUM
VerifiedFinancial planning
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Lincoln Dacosta
Financial advisor at Innovative Private Wealth Management Inc.
Innovative Private Wealth Management Inc. · $367M AUM
VerifiedFinancial planning
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Maie Ibrahim
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Michael O'donovan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Nicholas Mancini
Financial advisor at Innovative Private Wealth Management Inc.
Innovative Private Wealth Management Inc. · $367M AUM
VerifiedFinancial planning
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Paul Padovani
Financial advisor at Padovani Asset Management
Padovani Asset Management
VerifiedFinancial planning
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Steven Kleiner
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B 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 Somers, 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 Somers, NY.

How this list works

Before you hire an advisor in Somers, NY