Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Dix Hills, NY
Every SEC-registered investment adviser representative at a firm office in Dix Hills, with the firms that employ the most of them.
17 registered advisors work in Dix Hills; the most are at Osaic Wealth, Inc. (3). 2 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Dix Hills
| Firm | Advisors in Dix Hills |
|---|---|
| Osaic Wealth, Inc. news | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 2 |
| Morgan Stanley news | 2 |
| Ameritas Advisory Services, LLC | 1 |
| Eagle Strategies LLC | 1 |
| Equitable Advisors, LLC news | 1 |
| Farther news | 1 |
| Hgturner Associates LLC | 1 |
| LPL Enterprise, LLC news | 1 |
| LPL Financial LLC news | 1 |
| Life Planning Agency, Inc. | 1 |
| Sei Investments Management Corp. | 1 |
| Strategic Advisers LLC | 1 |
Advisors in Dix Hills, A to Z
CFP advisors in Dix Hills →- Melissa G. AlbaneseSei Investments Management Corp.
- William C. BernsteinLPL Financial LLC
- Gina M. GiannouLife Planning Agency, Inc.
- David M. GustinOsaic Wealth, Inc.
- Steeve Koven-AugustinLPL Enterprise, LLC
- Christina A. LinEagle Strategies LLC
- Ethan L. MalinowStrategic Advisers LLC
- Luis G. Marroquin MejiaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles E. Menacho IVMorgan Stanley
- Jonathan B. MosensonAmeritas Advisory Services, LLC
- Michael D. PalazzoloOsaic Wealth, Inc.
- William H. PlattFarther · Certified Financial Planner
- Renato J. RealiMorgan Stanley
- Lorri L. SieranskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dervinder SinghEquitable Advisors, LLC
- Harry TurnerHgturner Associates LLC
- Michael J. VelaOsaic Wealth, Inc. · 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 Dix Hills, NY?
17 investment adviser representatives are registered at firm offices in Dix Hills, New York, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Dix Hills?
Osaic Wealth, Inc., with 3 registered advisors in Dix Hills, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.
How do I check a financial advisor in Dix Hills?
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.