Financial advisors in Woodbury, NY

26 match

Diana Fletcher
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hillary Brevig
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ian Tollefsen
Financial advisor at Consolidated Portfolio Review Corp
Consolidated Portfolio Review Corp · $1.59B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jack Chite
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Baker
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Higgs
Financial advisor at Consolidated Portfolio Review Corp
Consolidated Portfolio Review Corp · $1.59B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Higgins
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Higgins Vii
Financial advisor at Consolidated Portfolio Review Corp
Consolidated Portfolio Review Corp · $1.59B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Spinelli
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Schoenberg
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kerim Tulun
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lionel Edmonson
Financial advisor at Consolidated Portfolio Review Corp
Consolidated Portfolio Review Corp · $1.59B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marilyn Stefans
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Brellis
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Kutcher
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Rendell
Financial advisor at Consolidated Portfolio Review Corp
Consolidated Portfolio Review Corp · $1.59B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Kinstler
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Moshe Alpert
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Simpson
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Rosenberg
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sandra Hay Magdaleno
Financial advisor at Consolidated Portfolio Review Corp
Consolidated Portfolio Review Corp · $1.59B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Laffie
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Suzan Jaffe
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Brucia
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Trevor Randall
Financial advisor at Consolidated Portfolio Review Corp
Consolidated Portfolio Review Corp · $1.59B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Xiaoyong Wang
Financial advisor at Consolidated Portfolio Review Corp
Consolidated Portfolio Review Corp · $1.59B AUM
CFP®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 Woodbury, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Woodbury, NY.

How this list works

Before you hire an advisor in Woodbury, NY