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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Forefront financial advisors in New York

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

3 registered advisors work at Forefront in New York, out of 27 nationwide; it's the firm's number 2 state by advisors, and the most are in New York (2). 2 list the CFP designation and 1 are also registered broker representatives.

Forefront advisors by city in New York

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New York 2Westhampton Beach 1

Forefront advisors in New York, A to Z

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Forefront advisors in every state →Forefront: assets, clients and custodians →Advisor Moves: who changed firms this week →

Forefront in other states

Texas 13

Questions

How many Forefront financial advisors are in New York?

3 investment adviser representatives are registered at Forefront offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 27 at the firm nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.

Where in New York does Forefront have the most advisors?

New York, with 2, then Westhampton Beach (1). Forefront has advisors in 2 cities in New York.

How do I check a Forefront 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 Forefront office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.