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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Albertson, NY

Every SEC-registered investment adviser representative at a firm office in Albertson, with the firms that employ the most of them.

3 registered advisors work in Albertson; the most are at Citigroup Global Markets Inc. (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Albertson

FirmAdvisors in Albertson
Citigroup Global Markets Inc. news1
Hf Advisory Services, LLC1
Prescott, Adams And Group Inc.1

Advisors in Albertson, A to Z

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Questions

How many financial advisors are in Albertson, NY?

3 investment adviser representatives are registered at firm offices in Albertson, New York, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Albertson?

Citigroup Global Markets Inc., with 1 registered advisors in Albertson, followed by Hf Advisory Services, LLC with 1.

How do I check a financial advisor in Albertson?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.