Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Great Neck, NY
Every SEC-registered investment adviser representative at a firm office in Great Neck, with the firms that employ the most of them.
124 registered advisors work in Great Neck; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (51). 10 list the CFP designation and 109 are also registered broker representatives.
Firms with the most advisors in Great Neck
Advisors in Great Neck, A to Z
CFP advisors in Great Neck →- Oluwaseun A. AdeleganJ.P. Morgan Securities LLC
- Christopher A. AgueleLPL Financial LLC
- Olivia AlbaLPL Enterprise, LLC
- Mark V. AlbertiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Emanuel Y. Alyaszadeh-CohenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael F. AmbrosioEquitable Advisors, LLC
- Douglas R. AugenthalerPalumbo Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Christian H. AxelsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian W. BatterTransamerica Financial Advisors, LLC
- Ronald H. BernsteinLincoln Investment · Certified Financial Planner
- Tracey BiermanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Zuo Jia BlackMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nils R. BoschMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William BrewsterRga Investment Advisors, LLC · Chartered Financial Analyst
- Frank P. BrigatiJ.P. Morgan Securities LLC · Certified Financial Planner
- James CareyStrategic Advisers LLC
- Lisa ChalkerTransamerica Financial Advisors, LLC
- Edward ChangPledge Capital LLC
- Yong Sheng ChenTransamerica Financial Advisors, LLC
- Anna ChengWells Fargo Clearing Services, LLC
- Dik Yui ChowHsbc Securities (USA) Inc. · Chartered Financial Analyst
- Kevin R. CohenCitigroup Global Markets Inc.
- Brian J. CroutierMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Scott D. CurtisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Camillo J. D'AngeloMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Chaim DeutschKutz And Company Inc. · Certified Financial Planner
- Robert Di LorenzoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alfred DilamaniEquitable Advisors, LLC
- Richard A. DileonardoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Peter DizdarPalumbo Wealth Management LLC
- Denise DragonettiJ.P. Morgan Securities LLC
- Barry K. DurandCambridge Investment Research Advisors, Inc.
- Brian J. EarlyLevel Four Advisory Services · Certified Financial Planner
- Edna EidelbergMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephen J. EngelPalumbo Wealth Management LLC
- Jacob A. EpsteinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frank FalcoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan FerrufinoLPL Enterprise, LLC
- John A. FooteModoo Strategy LLC
- Jason M. GilbertRga Investment Advisors, LLC · Personal Financial Specialist
- Simone A. GlennMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Marc GombergLPL Financial LLC
- Mark S. GopenCambridge Investment Research Advisors, Inc.
- Frank J. GriecoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph S. GriecoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Vincent D. GriecoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Abir GuhaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric HanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Terence M. Higgins Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeff Y. HoGeneration Wealth Management
- Zhuo HouMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jake W. HuffUBS Financial Services Inc.
- Frank B. JaffeAmeriprise Financial Services, LLC · Certified Financial Planner
- Meiyue JinCitigroup Global Markets Inc.
- William JinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Steven KangJ.P. Morgan Securities LLC
- Seth B. KaplanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Alex KatzWells Fargo Clearing Services, LLC
- Evan S. KesslerEsk Capital Management Inc.
- Stacey KitayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacqueline A. KnollMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael H. KnollMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin KongTransamerica Financial Advisors, LLC
- Andrew B. KutzKutz And Company Inc. · Certified Financial Planner
- Frank A. LaurettiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel LavianMML Investors Services, LLC
- Christopher D. LavoieJ.P. Morgan Securities LLC
- Edward LeeGeneration Wealth Management
- James D. LeeLevel Four Advisory Services
- Thomas J. LeeTransamerica Financial Advisors, LLC
- Christopher LiuTransamerica Financial Advisors, LLC · Chartered Financial Analyst
- Kenneth LynnWealth Enhancement Advisory Services, LLC
- Keith B. McCormackMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Amanda MoffittAmeriprise Financial Services, LLC
- Edgar MontenegroLPL Enterprise, LLC
- James D. MontijoLPL Enterprise, LLC
- David F. MorriseyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John J. NaegeleCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Scott M. NayerOsaic Wealth, Inc.
- Drew I. NewmanCitigroup Global Markets Inc.
- Zhiying NieJ.P. Morgan Securities LLC
- Brian C. O'LearyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Deborah E. OconnellCambridge Investment Research Advisors, Inc.
- Ryan C. OlsenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin R. OneillMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Chintu PandyaGeneration Wealth Management · Certified Financial Planner
- Sean PearlmanCambridge Investment Research Advisors, Inc.
- Lisa M. PellitteriAmeriprise Financial Services, LLC
- Jimmy PetersCambridge Investment Research Advisors, Inc.
- Susan N. PreslierMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Suzanne M. RaghoonananMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gary N. RingelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dylan J. RoseLPL Enterprise, LLC
- Lauren S. Rosenberg-MoffittAmeriprise Financial Services, LLC
- Glenda B. RossMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Peter SanoulisAmeriprise Financial Services, LLC
- Michael E. SantucciFlagstar Securities, Inc.
- Christine M. SavareseMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Rushan M. SawhMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jake A. ScammellJ.P. Morgan Securities LLC
- Thomas P. Schalk Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Hao ShengRiemann Capital LLC
- Dennis W. SinghMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Victoria Z. SmallbergMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew T. SwansonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matt TarinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William TripodoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Angel VidalTransamerica Financial Advisors, LLC
- Pooja A. VyasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jasdeep S. WaliaJ.P. Morgan Securities LLC
- Eric M. WangMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Huijie WangMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David E. WarshawThe Wealthplan LLC · Certified Financial Planner, Chartered Financial Consultant
- Alex M. WeissmanCambridge Investment Research Advisors, Inc.
- Cailey C. WelchMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gwendolyn B. WilliamsPfs Investments Inc.
- Killana P. WilliamsPalumbo Wealth Management LLC
- Mandy J. WolkMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Fred WuJ.P. Morgan Securities LLC
- Chunlong YangTransamerica Financial Advisors, LLC
- Devon YogmanCitigroup Global Markets Inc.
- Sharon M. ZeleznikMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel ZhaoCitigroup Global Markets Inc.
- Guozhen ZhaoCitigroup Global Markets Inc.
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 128Rye Brook 123
Questions
How many financial advisors are in Great Neck, NY?
124 investment adviser representatives are registered at firm offices in Great Neck, New York, according to the SEC's Investment Adviser Public Disclosure records. 109 of them are also registered as broker representatives, and 10 list the CFP designation.
Which firm has the most financial advisors in Great Neck?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 51 registered advisors in Great Neck, followed by J.P. Morgan Securities LLC with 9.
How do I check a financial advisor in Great Neck?
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.