Financial ADVSR advisor directory · SEC adviser records
John G. Ullman & Associates, Inc. financial advisors in New York
Every SEC-registered investment adviser representative at a John G. Ullman & Associates, Inc. office in New York, by city and A to Z.
The short answer
22 registered advisors work at John G. Ullman & Associates, Inc. in New York, out of 23 nationwide; it's the firm's number 1 state by advisors, and the most are in Horseheads (17). 11 list the CFP designation and 0 are also registered broker representatives.
John G. Ullman & Associates, Inc. advisors by city in New York
Every firm in New York →John G. Ullman & Associates, Inc. advisors in New York, A to Z
Search by name →- Joseph T. AshtonHorseheads
- Andrew H. BaronRhinebeck · Certified Financial Planner
- Jakob P. BrostHorseheads
- Todd A. BrostHorseheads · Certified Financial Planner
- Lisa A. CaracciHorseheads
- Alexander T. ChachoHorseheads
- Daniel A. CoakwellHorseheads
- Sarah E. CollierHorseheads
- Logan J. DibbleHorseheads
- Derek A. DoyleRhinebeck
- Kathryn W. GerwigHorseheads · Certified Financial Planner
- Amanda L. Herrick SmithHorseheads · Certified Financial Planner
- Lynda J. LanderHorseheads · Certified Financial Planner
- Karen B. MeriwetherCorning · Certified Financial Planner
- Jase H. MerrillHorseheads
- Jason D. NickersonHorseheads · Certified Financial Planner
- Judith A. PalumboHorseheads · Certified Financial Planner
- Thomas G. SnowCorning
- Shawn S. TwiggHorseheads · Certified Financial Planner
- John G. UllmanCorning
- Darren L. WilcoxHorseheads · Certified Financial Planner
- Peter J. WinnettHorseheads · Certified Financial Planner
John G. Ullman & Associates, Inc. advisors in every state →John G. Ullman & Associates, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many John G. Ullman & Associates, Inc. financial advisors are in New York?
22 investment adviser representatives are registered at John G. Ullman & Associates, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 23 at the firm nationwide. 11 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does John G. Ullman & Associates, Inc. have the most advisors?
Horseheads, with 17, then Corning (3). John G. Ullman & Associates, Inc. has advisors in 3 cities in New York.
How do I check a John G. Ullman & Associates, Inc. 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 John G. Ullman & Associates, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.