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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bethpage, NY

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

The short answer

11 registered advisors work in Bethpage; the most are at LPL Financial LLC (3). 1 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in Bethpage

FirmAdvisors in Bethpage
LPL Financial LLC news3
Citigroup Global Markets Inc. news2
Allstate Financial Advisors, LLC1
Cwm, LLC1
Jefferies Investment Advisers LLC1
Jon A Nixon CPA PC1
Osaic Wealth, Inc. news1
United Capital Financial Advisors1

Advisors in Bethpage, A to Z

CFP advisors in Bethpage →

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 Bethpage, NY?

11 investment adviser representatives are registered at firm offices in Bethpage, New York, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Bethpage?

LPL Financial LLC, with 3 registered advisors in Bethpage, followed by Citigroup Global Markets Inc. with 2.

How do I check a financial advisor in Bethpage?

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.