Financial advisors in Wappingers Falls, NY

28 advisors

Aaron Verdile
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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David Zastenchik
Financial advisor at Quint Investments and Insurance
Quint Investments and Insurance · $110.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gina Mann
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Nancy Coenen
Financial advisor at Quint Investments and Insurance
Quint Investments and Insurance · $110.4M AUM
CFP®VerifiedFinancial planning
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Philip Fulco
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Wayne Quint
Financial advisor at Quint Investments and Insurance
Quint Investments and Insurance · $110.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brendynn Kelly
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Catherine Clarke
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Charles Levinson
Financial advisor at Sage Investment Advisers LLC
Sage Investment Advisers LLC · $268.4M AUM
VerifiedFinancial planning
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Christopher Cantele
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Daniel Cwik
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Daniel Goodwin
Financial advisor at Quint Investments and Insurance
Quint Investments and Insurance · $110.4M AUM
VerifiedFinancial planning
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Derek Dimaso
Financial advisor at Quint Investments and Insurance
Quint Investments and Insurance · $110.4M AUM
VerifiedFinancial planning
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Jason Kormes
Financial advisor at Quint Investments and Insurance
Quint Investments and Insurance · $110.4M AUM
VerifiedFinancial planning
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Jeffrey Polanco
Financial advisor at Fortis Capital Advisors, LLC
Fortis Capital Advisors, LLC · $1.62B AUM
VerifiedFinancial planning
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Jennifer Delaney
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jerry Schuder
Financial advisor at Sage Investment Advisers LLC
Sage Investment Advisers LLC · $268.4M AUM
VerifiedFinancial planning
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Joseph Christiana
Financial advisor at Quint Investments and Insurance
Quint Investments and Insurance · $110.4M AUM
VerifiedFinancial planning
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Joseph Guarneri
Financial advisor at Sage Investment Advisers LLC
Sage Investment Advisers LLC · $268.4M AUM
VerifiedFinancial planning
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Laurie Schiavone
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Marc Schwedelson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Mauro Parra
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Stock
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Suhair Marji
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tamote Chin
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
William Pepe
Financial advisor at Quint Investments and Insurance
Quint Investments and Insurance · $110.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Settembrino
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zachary Landy
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Wappingers Falls, 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 Wappingers Falls, NY.

How this list works

Before you hire an advisor in Wappingers Falls, NY