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Financial ADVSR advisor directory · SEC adviser records

Select Wealth Partners financial advisors in New York

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

The short answer

10 registered advisors work at Select Wealth Partners in New York, out of 10 nationwide; it's the firm's number 1 state by advisors, and the most are in Middletown (6). 1 list the CFP designation and 10 are also registered broker representatives.

Select Wealth Partners advisors by city in New York

Every firm in New York →

Middletown 6Goshen 3Pine Bush 1

Select Wealth Partners advisors in New York, A to Z

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Select Wealth Partners advisors in every state →Advisor Moves: who changed firms this week →

Questions

How many Select Wealth Partners financial advisors are in New York?

10 investment adviser representatives are registered at Select Wealth Partners offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 10 at the firm nationwide. 1 list the CFP designation and 10 are also registered as broker representatives.

Where in New York does Select Wealth Partners have the most advisors?

Middletown, with 6, then Goshen (3). Select Wealth Partners has advisors in 3 cities in New York.

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