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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Glen Oaks, NY

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

2 registered advisors work in Glen Oaks; the most are at J.P. Morgan Securities LLC (1). 1 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Glen Oaks

FirmAdvisors in Glen Oaks
J.P. Morgan Securities LLC news1
Osaic Wealth, Inc. news1

Advisors in Glen Oaks, A to Z

CFP advisors in Glen Oaks →

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 Glen Oaks, NY?

2 investment adviser representatives are registered at firm offices in Glen Oaks, New York, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Glen Oaks?

J.P. Morgan Securities LLC, with 1 registered advisors in Glen Oaks, followed by Osaic Wealth, Inc. with 1.

How do I check a financial advisor in Glen Oaks?

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.