Financial ADVSR advisor directory · SEC adviser records
&Partners financial advisors in New York
Every SEC-registered investment adviser representative at a &Partners office in New York, by city and A to Z.
23 registered advisors work at &Partners in New York, out of 494 nationwide; it's the firm's number 3 state by advisors, and the most are in Albany (4). 3 list the CFP designation and 23 are also registered broker representatives.
&Partners advisors by city in New York
Every firm in New York →Albany 4Lansing 3Norwich 3Pittsford 3Melville 2Bayshore 1Glen Cove 1Hilton 1Huntington 1New Paltz 1Oneonta 1Oyster Bay 1Staten Island 1
&Partners advisors in New York, A to Z
Search by name →- Mariam AdamsNew Paltz
- Pasquale CaponeHuntington
- Christopher J. CassidyAlbany
- Andrew J. Cook Jr.Albany
- Clarissa L. CoombsLansing
- Edward J. CurleyOneonta · Certified Financial Planner
- Christopher L. DavisOyster Bay
- Todd J. GellerMelville
- Marci HoldenNorwich
- David J. LabourdetteLansing
- Gregory L. LamonicaNorwich
- Nicholas R. LapennaPittsford
- Scott B. LarsonGlen Cove
- Terry C. MajeskiHilton
- Brandie MulliganAlbany · Certified Financial Planner
- Peter V. NotoPittsford
- Michael J. PetixPittsford
- Richard J. RubinMelville · Certified Financial Planner
- Glenn R. RudyBayshore
- Dominic F. SheaNorwich
- Nycole C. VannataStaten Island
- Rachel M. WhittakerLansing
- Joanne K. WindasAlbany
&Partners advisors in every state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →
&Partners in other states
Missouri 163Tennessee 79Texas 23South Carolina 20Illinois 16Pennsylvania 15Florida 14Ohio 14Washington 14North Carolina 13Arkansas 10Minnesota 10Virginia 10New Jersey 9Indiana 8Kansas 7Michigan 6Colorado 5Georgia 5Maryland 5California 4Massachusetts 4Alaska 3Delaware 3
Questions
How many &Partners financial advisors are in New York?
23 investment adviser representatives are registered at &Partners offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 494 at the firm nationwide. 3 list the CFP designation and 23 are also registered as broker representatives.
Where in New York does &Partners have the most advisors?
Albany, with 4, then Lansing (3). &Partners has advisors in 13 cities in New York.
How do I check a &Partners 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 &Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.