Financial ADVSR advisor directory · SEC adviser records
Cultivating Wealth financial advisors in New York
Every SEC-registered investment adviser representative at a Cultivating Wealth office in New York, by city and A to Z.
The short answer
3 registered advisors work at Cultivating Wealth in New York, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Montauk (2). 3 list the CFP designation and 0 are also registered broker representatives.
Cultivating Wealth advisors by city in New York
Every firm in New York →Cultivating Wealth advisors in New York, A to Z
Search by name →- Sara B. StanichMontauk · Certified Financial Planner
- Lauren E. SylvanMontauk · Certified Financial Planner
- Caroline YoungBrooklyn · Certified Financial Planner
Cultivating Wealth advisors in every state →Cultivating Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Cultivating Wealth financial advisors are in New York?
3 investment adviser representatives are registered at Cultivating Wealth offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Cultivating Wealth have the most advisors?
Montauk, with 2, then Brooklyn (1). Cultivating Wealth has advisors in 2 cities in New York.
How do I check a Cultivating Wealth 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 Cultivating Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.