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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Cove Private Wealth, LLC financial advisors in New York

Every SEC-registered investment adviser representative at a Cove Private Wealth, LLC office in New York, by city and A to Z.

The short answer

5 registered advisors work at Cove Private Wealth, LLC in New York, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Oyster Bay (3). 0 list the CFP designation and 0 are also registered broker representatives.

Cove Private Wealth, LLC advisors by city in New York

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Oyster Bay 3Scarsdale 1

Cove Private Wealth, LLC advisors in New York, A to Z

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Questions

How many Cove Private Wealth, LLC financial advisors are in New York?

5 investment adviser representatives are registered at Cove Private Wealth, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does Cove Private Wealth, LLC have the most advisors?

Oyster Bay, with 3, then Scarsdale (1). Cove Private Wealth, LLC has advisors in 2 cities in New York.

How do I check a Cove Private Wealth, LLC advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cove Private Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.