Financial advisors in Utica, NY

72 match · page 1 of 3

Aaron Evans
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B AUM
CFP®VerifiedFinancial planning
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Alan Leist
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cody Carnaya
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B AUM
CFP®VerifiedFinancial planning
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David Hamlin
Financial advisor at Caruso Mclean & Co., Inc.
Caruso Mclean & Co., Inc. · $281.8M AUM
CFP®VerifiedFinancial planning
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David Huhtala
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Frances Parent
Financial advisor at Adirondack Financial Services Corp
Adirondack Financial Services Corp · $461.8M AUM
CFP®VerifiedFinancial planning
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Francesca Asher
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B AUM
CFP®VerifiedFinancial planning
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Kyle Dempster
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Lewandrowski
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Michael McGraw
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B AUM
CFP®VerifiedFinancial planning
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Nicholas Accordino
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B AUM
CFP®VerifiedFinancial planning
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William Rust
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Adam Green
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
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Adam Miller
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
VerifiedFinancial planning
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Alan Leist
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amy Mielnicki
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Anthony Pasqualetti
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashley Kinney
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Charles Batson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Christopher Scharf
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Connor Gaffney
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B AUM
VerifiedFinancial planning
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Constance Smith
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Curtis Pearsall
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dalton Eastup
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Danielle Fite
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Danielle Lawrence
Financial advisor at Leigh Baldwin & Co., LLC
Leigh Baldwin & Co., LLC · $290.6M AUM
VerifiedFinancial planning
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David Chlus
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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David Griffith
Financial advisor at Lifemark Securities Corp.
Lifemark Securities Corp. · $424.9M AUM
VerifiedFinancial planning
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David Hart
Financial advisor at Shelter Wealth Strategies, LLC
Shelter Wealth Strategies, LLC · $144.1M AUM
VerifiedFinancial planning
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David Lemire
Financial advisor at Strategic Financial Services
Strategic Financial Services · $2.81B 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 Utica, 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 Utica, NY.

How this list works

Before you hire an advisor in Utica, NY