Financial advisors in Uniondale, NY

73 match · page 1 of 3

Alaine Macdougall
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Caitlin Chen
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Candice Lira
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Caroline Angell
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Emil Ben-David
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Jason McKenna
Financial advisor at The Pinnacle Financial Group
The Pinnacle Financial Group · $1.38B AUM
CFP®VerifiedFinancial planning
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Matthew Cuiffo
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Paul Essner
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Peter McEvoy
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Adolfo Molina
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Angela Romeo
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Anthony Apicella
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Anthony Brito
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Anthony Santiago
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Ashok Choudhary
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Benjamin Chafitz
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Bianca Obrien
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Bryan Pendrick
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Christian Nally
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Christopher Aliseo
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Cindy Sipkin
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Daniela Vasquez Izquierdo
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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David Lee
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Diane Santonino
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Boyle
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Donna Clemente
Financial advisor at M Holdings Securities, Inc.
M Holdings Securities, Inc. · $3.21B AUM
VerifiedFinancial planning
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Edward Schnepf
Financial advisor at Henley & Company Wealth Management LLC
Henley & Company Wealth Management LLC · $93.9M AUM
VerifiedFinancial planning
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Evan Portnoy
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Francis Gemino
Financial advisor at Henley & Company Wealth Management LLC
Henley & Company Wealth Management LLC · $93.9M AUM
VerifiedFinancial planning
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Isaac Addo
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B 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 Uniondale, 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 Uniondale, NY.

How this list works

Before you hire an advisor in Uniondale, NY