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Financial ADVSR advisor directory · SEC adviser records

Platform Technology Partners financial advisors in New York

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

9 registered advisors work at Platform Technology Partners in New York, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Locust Valley (9). 0 list the CFP designation and 1 are also registered broker representatives.

Platform Technology Partners advisors by city in New York

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Locust Valley 9

Platform Technology Partners advisors in New York, A to Z

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Questions

How many Platform Technology Partners financial advisors are in New York?

9 investment adviser representatives are registered at Platform Technology Partners offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Where in New York does Platform Technology Partners have the most advisors?

Locust Valley, with 9. Platform Technology Partners has advisors in 1 city in New York.

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