Financial ADVSR advisor directory · SEC adviser records
The Ameriflex Group financial advisors in New York
Every SEC-registered investment adviser representative at a The Ameriflex Group office in New York, by city and A to Z.
The short answer
12 registered advisors work at The Ameriflex Group in New York, out of 186 nationwide; it's the firm's number 5 state by advisors, and the most are in Pittsford (4). 4 list the CFP designation and 12 are also registered broker representatives.
The Ameriflex Group advisors by city in New York
Every firm in New York →Pittsford 4New Paltz 2Rochester 2Amherst 1Syracuse 1Williamsville 1
The Ameriflex Group advisors in New York, A to Z
Search by name →- Alex BarreseNew Paltz
- Anthony J. BarreseNew Paltz
- John R. Bleier Jr.Pittsford
- Donald J. BuckleyWilliamsville · Certified Financial Planner
- Lisa M. CapizziRochester
- Charles A. Constantino IIPittsford
- Jessica L. FerrindinoPittsford · Certified Financial Planner
- Daniel P. JefferySyracuse · Certified Financial Planner
- Christine A. LanePittsford
- Michael J. LinkeyRochester
- John R. SkomskiPittsford · Certified Financial Planner
- David G. YoungRochester
The Ameriflex Group advisors in every state →The Ameriflex Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Ameriflex Group in other states
Nevada 50California 32Colorado 26Arizona 18New Jersey 7Texas 7Florida 5New Mexico 5Massachusetts 4Louisiana 3Missouri 3Ohio 3South Carolina 3
Questions
How many The Ameriflex Group financial advisors are in New York?
12 investment adviser representatives are registered at The Ameriflex Group offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 186 at the firm nationwide. 4 list the CFP designation and 12 are also registered as broker representatives.
Where in New York does The Ameriflex Group have the most advisors?
Pittsford, with 4, then New Paltz (2). The Ameriflex Group has advisors in 6 cities in New York.
How do I check a The Ameriflex Group 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 The Ameriflex Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.