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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Harrison, NY

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

52 registered advisors work in Harrison; the most are at Next Level Private LLC (13). 0 list the CFP designation and 22 are also registered broker representatives.

Firms with the most advisors in Harrison

FirmAdvisors in Harrison
Next Level Private LLC13
Bespoke Investment Group, LLC5
Moneco Advisors5
Sykon Capital LLC3
Ameriprise Financial Services, LLC news2
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Fifth Set Private Wealth Management LLC2
Hightower Advisors, LLC news2
Sykon Asset Management LLC2
Capital Client Group, Inc.1
Greenlife Advisors, LLC1
J.P. Morgan Securities LLC news1
Jefferies Investment Advisers LLC1
LPL Enterprise, LLC news1
LPL Financial LLC news1
Lightedway Advisory Services, Inc.1
Lincoln Investment1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Mora Capital Management, LLC1
Osaic Wealth, Inc. news1
Rockingstone Advisors1
Round Rock Advisors LLC1
Strategic Advisers LLC1
Transamerica Retirement Advisors, LLC1

Advisors in Harrison, A to Z

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Other cities in New York

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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 Harrison, NY?

52 investment adviser representatives are registered at firm offices in Harrison, New York, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Harrison?

Next Level Private LLC, with 13 registered advisors in Harrison, followed by Bespoke Investment Group, LLC with 5.

How do I check a financial advisor in Harrison?

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.