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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Silver Oak Securities, Incorporated financial advisors in New York

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

The short answer

4 registered advisors work at Silver Oak Securities, Incorporated in New York, out of 110 nationwide; it's the firm's number 7 state by advisors, and the most are in Schroon Lake (2). 1 list the CFP designation and 3 are also registered broker representatives.

Silver Oak Securities, Incorporated advisors by city in New York

Every firm in New York →

Schroon Lake 2Clifton Park 1Webster 1

Silver Oak Securities, Incorporated advisors in New York, A to Z

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Silver Oak Securities, Incorporated advisors in every state →Silver Oak Securities, Incorporated: assets, clients and custodians →Advisor Moves: who changed firms this week →

Silver Oak Securities, Incorporated in other states

Tennessee 35Kentucky 17Pennsylvania 8Illinois 7Indiana 7South Carolina 5Iowa 3Louisiana 3

Questions

How many Silver Oak Securities, Incorporated financial advisors are in New York?

4 investment adviser representatives are registered at Silver Oak Securities, Incorporated offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 110 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Where in New York does Silver Oak Securities, Incorporated have the most advisors?

Schroon Lake, with 2, then Clifton Park (1). Silver Oak Securities, Incorporated has advisors in 3 cities in New York.

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