Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Beacon, NY
Every SEC-registered investment adviser representative at a firm office in Beacon, with the firms that employ the most of them.
18 registered advisors work in Beacon; the most are at Osaic Wealth, Inc. (6). 0 list the CFP designation and 15 are also registered broker representatives.
Firms with the most advisors in Beacon
Advisors in Beacon, A to Z
Search all of New York →- Andrea E. ColadarciOsaic Wealth, Inc.
- Declan CostelloTransamerica Retirement Advisors, LLC
- Scott R. DancygerLPL Financial LLC
- Adam GartsideOsaic Wealth, Inc.
- Thomas J. GeogheganEdward Jones · Certified Financial Planner
- Brenda M. HotalingLPL Financial LLC
- Matthew KeeganThrivent Investment Management Inc.
- Jimmy J. KukaOsaic Wealth, Inc.
- Rajan KumarOsaic Wealth, Inc.
- Shirley Morillo GuercioLPL Financial LLC
- Pranav RaoOsaic Wealth, Inc.
- Macy R. ReimboldDomain Money Advisors, LLC
- Lena S. RizkallahLPL Financial LLC
- Joseph M. SciabicaPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Jessica A. SkolnickMindi Financial · Certified Financial Planner, Chartered Financial Analyst
- Chase A. SmithOsaic Wealth, Inc.
- Andre J. St.louisLPL Financial LLC
- Nikita W. WestStrategic Advisers LLC
Other cities in New York
All of New York →New York 16,101Melville 1,285Rochester 967Garden City 805Purchase 764Brooklyn 596Williamsville 496Syracuse 450Albany 411Buffalo 384Pittsford 372Hauppauge 352White Plains 330Cohoes 279Jericho 260Saratoga Springs 253Amherst 247Latham 243Staten Island 243Woodbury 242New York City 202Tarrytown 154Poughkeepsie 140Great Neck 132
Questions
How many financial advisors are in Beacon, NY?
18 investment adviser representatives are registered at firm offices in Beacon, New York, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Beacon?
Osaic Wealth, Inc., with 6 registered advisors in Beacon, followed by LPL Financial LLC with 5.
How do I check a financial advisor in Beacon?
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.