Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

First Financial Services financial advisors in Hauppage, NY

Every SEC-registered investment adviser representative at a First Financial Services office in Hauppage, A to Z.

The short answer

3 registered advisors work at First Financial Services in Hauppage, out of 3 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

First Financial Services advisors in Hauppage, A to Z

Every First Financial Services advisor →

Questions

How many financial advisors does First Financial Services have in Hauppage?

3 investment adviser representatives are registered at First Financial Services offices in Hauppage, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is First Financial Services one of the largest advisor employers in Hauppage?

First Financial Services ranks number 1 in Hauppage by registered advisors, ahead of every other firm.

How do I check a First Financial Services advisor in Hauppage?

Each advisor below links to a profile with their registrations, exams, designations 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 First Financial Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.