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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Huntington Station, NY

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

The short answer

37 registered advisors work in Huntington Station; the most are at Charles Schwab & Co., Inc. (14). 3 list the CFP designation and 34 are also registered broker representatives.

Firms with the most advisors in Huntington Station

FirmAdvisors in Huntington Station
Charles Schwab & Co., Inc. news14
Cetera Investment Advisers LLC news7
J.P. Morgan Securities LLC news4
LPL Financial LLC news2
Auchincloss And Lawrence Inc.1
Chelsea Advisory Services, Inc.1
Citigroup Global Markets Inc. news1
Empower Advisory Group, LLC1
Equitable Advisors, LLC news1
Kestra Advisory Services, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
UBS Financial Services Inc. news1
United Financial Planning Group LLC1

Advisors in Huntington Station, A to Z

CFP advisors in Huntington Station →

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 Huntington Station, NY?

37 investment adviser representatives are registered at firm offices in Huntington Station, New York, according to the SEC's Investment Adviser Public Disclosure records. 34 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Huntington Station?

Charles Schwab & Co., Inc., with 14 registered advisors in Huntington Station, followed by Cetera Investment Advisers LLC with 7.

How do I check a financial advisor in Huntington Station?

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.