Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Chappaqua, NY
Every SEC-registered investment adviser representative at a firm office in Chappaqua, with the firms that employ the most of them.
30 registered advisors work in Chappaqua; the most are at Strategic Advisers LLC (9). 0 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Chappaqua
Advisors in Chappaqua, A to Z
Search all of New York →- Derek AdnamsStrategic Advisers LLC · Chartered Financial Consultant
- Thomas J. BeattieSamalin Wealth · Certified Financial Planner
- Daniel BorgiaJ.P. Morgan Securities LLC
- Diego A. ChalcoStrategic Advisers LLC
- Alec ChevreuxStrategic Advisers LLC
- Bridget T. DevernaStrategic Advisers LLC
- Victor M. FloresSnowwater Investment Partners, LLC
- John R. FussellSamalin Wealth
- Lindzy C. GasparellaGolden Bay Advisors LLC
- Daniel J. GriffinWesfair Advisory Group, Inc.
- John G. GustafsonKestra Advisory Services, LLC
- Edward S. HadadFinancial Asset Management Corp. · Certified Financial Planner
- Jacob HadadWesfair Advisory Group, Inc.
- Benjamin HarrisonEdward Jones · Certified Financial Planner
- Daniel HasaJ.P. Morgan Securities LLC
- John J. HayesStrategic Advisers LLC · Certified Financial Planner
- Scott M. KahanFinancial Asset Management Corp. · Certified Financial Planner
- Viktoria KaminFinancial Asset Management Corp. · Certified Financial Planner
- Brendon KeadyStrategic Advisers LLC
- Laurance J. KershSamalin Wealth · Certified Financial Planner
- Matthew Z. KruskoGolden Bay Advisors LLC · Certified Financial Planner
- Nicole M. LopezStrategic Advisers LLC
- Matthew J. MurphyGrayscale Advisors · Chartered Financial Analyst
- Alan H. NadelFlying Point Asset Management LLC
- Hernando ParedesStrategic Advisers LLC
- Alex M. PidhorodeckyjSamalin Wealth
- Andrew E. SamalinSamalin Wealth · Certified Financial Planner
- Ronald R. SchneiderSamalin Wealth · Certified Financial Planner
- Patrick C. ThuemmelSamalin Wealth · Certified Financial Planner
- Joseph VessecchiaStrategic 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 Chappaqua, NY?
30 investment adviser representatives are registered at firm offices in Chappaqua, New York, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Chappaqua?
Strategic Advisers LLC, with 9 registered advisors in Chappaqua, followed by Samalin Wealth with 7.
How do I check a financial advisor in Chappaqua?
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.