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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Forest Hills, NY

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

57 registered advisors work in Forest Hills; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (18). 1 list the CFP designation and 48 are also registered broker representatives.

Firms with the most advisors in Forest Hills

FirmAdvisors in Forest Hills
Merrill Lynch, Pierce, Fenner & Smith Incorporated news18
J.P. Morgan Securities LLC news7
Charles Schwab & Co., Inc. news6
Acorn Capital Partners, LLC2
Ameriprise Financial Services, LLC news2
Clutch Capital Management, LLC2
Kalantry Advisors LLC2
LPL Financial LLC news2
Osaic Wealth, Inc. news2
Pfs Investments Inc.2
Ccs Fiduciary Governance Consulting Group, LLC1
Citigroup Global Markets Inc. news1
Citizens Securities, Inc.1
Cultivating Wealth1
LPL Enterprise, LLC news1
Morgan Stanley news1
Olson Tax & Financial Planning1
Raymond James & Associates, Inc. news1
Strategic Advisers LLC1
UBS Financial Services Inc. news1
Vanderbilt Advisory Services1
World Investment Advisors, LLC1

Advisors in Forest Hills, A to Z

CFP advisors in Forest Hills →

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 Forest Hills, NY?

57 investment adviser representatives are registered at firm offices in Forest Hills, New York, according to the SEC's Investment Adviser Public Disclosure records. 48 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Forest Hills?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 18 registered advisors in Forest Hills, followed by J.P. Morgan Securities LLC with 7.

How do I check a financial advisor in Forest 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.