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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Holbrook, NY

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

46 registered advisors work in Holbrook; the most are at Osaic Wealth, Inc. (15). 2 list the CFP designation and 45 are also registered broker representatives.

Firms with the most advisors in Holbrook

FirmAdvisors in Holbrook
Osaic Wealth, Inc. news15
Citigroup Global Markets Inc. news8
Pfs Investments Inc.6
Capital Analysts3
Cetera Investment Advisers LLC news3
Lincoln Investment2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Ausdal Financial Partners, Inc.1
Equitable Advisors, LLC news1
Ibn Advisory Services, Inc.1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Osaic Advisory Services, LLC news1
Park Avenue Securities LLC1
State Farm Investment Management Corp.1
Wells Fargo Clearing Services, LLC news1

Advisors in Holbrook, A to Z

CFP advisors in Holbrook →

Other cities in New York

All of New York →

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 Holbrook, NY?

46 investment adviser representatives are registered at firm offices in Holbrook, New York, according to the SEC's Investment Adviser Public Disclosure records. 45 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Holbrook?

Osaic Wealth, Inc., with 15 registered advisors in Holbrook, followed by Citigroup Global Markets Inc. with 8.

How do I check a financial advisor in Holbrook?

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.