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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Armonk, NY

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

44 registered advisors work in Armonk; the most are at Cetera Investment Advisers LLC (9). 3 list the CFP designation and 36 are also registered broker representatives.

Firms with the most advisors in Armonk

FirmAdvisors in Armonk
Cetera Investment Advisers LLC news9
MML Investors Services, LLC6
Income & Asset Advisory, Inc.4
Edward Jones news3
Kestra Advisory Services, LLC news3
Raymond James Financial Services Advisors, Inc. news3
Settanni Financial LLC2
Voya Financial Advisors, Inc.2
Wedbush Securities Inc.2
Citigroup Global Markets Inc. news1
Farther news1
Forteris Wealth Management, Inc.1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Pinnacle Financial Services, LLC1
Silverberg Bernstein Capital Management1
Stuyvesant Capital Management Corporation1
UBS Financial Services Inc. news1

Advisors in Armonk, A to Z

CFP advisors in Armonk →

Other cities in New York

All of New York →

New York 15,109Melville 1,194Rochester 906Garden City 754Purchase 718Brooklyn 572Williamsville 461Syracuse 406Albany 390Buffalo 347Pittsford 341Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124

Questions

How many financial advisors are in Armonk, NY?

44 investment adviser representatives are registered at firm offices in Armonk, New York, according to the SEC's Investment Adviser Public Disclosure records. 36 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Armonk?

Cetera Investment Advisers LLC, with 9 registered advisors in Armonk, followed by MML Investors Services, LLC with 6.

How do I check a financial advisor in Armonk?

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.