Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Brewster, NY
Every SEC-registered investment adviser representative at a firm office in Brewster, with the firms that employ the most of them.
The short answer
20 registered advisors work in Brewster; the most are at Infiniti Wealth Management (3). 3 list the CFP designation and 15 are also registered broker representatives.
Firms with the most advisors in Brewster
Advisors in Brewster, A to Z
CFP advisors in Brewster →- Robert T. AngevineOsaic Wealth, Inc.
- Joseph A. ArmistoShepherd Kaplan LLC · Certified Financial Planner
- Patrice BorgeseIntegrated Wealth Concepts LLC
- Christopher K. BueltaOsaic Wealth, Inc.
- James D. CarrionLPL Financial LLC
- Angie N. CharlesMorgan Stanley
- Michael A. DuranteInfiniti Wealth Management · Certified Financial Planner
- William M. FlashEdward Jones
- Todd V. GianguzziTransamerica Retirement Advisors, LLC
- Edwin C. Griswold Jr.Integrated Wealth Concepts LLC
- Kenneth P. HarperEagle Strategies LLC
- Bruce IaconoJ.P. Morgan Securities LLC
- Amanda KaraqiEdward Jones
- Raymond KhouryLPL Financial LLC
- Michael LapennaRBC Capital Markets, LLC
- James F. LubinInfiniti Wealth Management
- Leo T. McGrathMcGrath Wealthcare, LLC
- Michael A. NovielloOsaic Wealth, Inc.
- Dennis M. TracyAmeriprise Financial Services, LLC
- George J. WatersInfiniti Wealth Management · Certified Financial Planner
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 Brewster, NY?
20 investment adviser representatives are registered at firm offices in Brewster, New York, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Brewster?
Infiniti Wealth Management, with 3 registered advisors in Brewster, followed by Osaic Wealth, Inc. with 3.
How do I check a financial advisor in Brewster?
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.