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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Jericho, NY

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

237 registered advisors work in Jericho; the most are at Morgan Stanley (80). 28 list the CFP designation and 217 are also registered broker representatives.

Firms with the most advisors in Jericho

FirmAdvisors in Jericho
Morgan Stanley news80
UBS Financial Services Inc. news31
Oppenheimer & Co. Inc. news21
LPL Financial LLC news16
Osaic Wealth, Inc. news15
RBC Capital Markets, LLC news15
Ameriprise Financial Services, LLC news10
Opal Wealth Advisors, LLC7
First Long Island Investors, LLC6
Commonwealth Financial Network news4
Cetera Investment Advisers LLC news3
Lebenthal Global Advisors, LLC3
Merkkuri Wealth Advisors LLC3
Ernst & Young Investment Advisers LLP2
Shelter Rock Management, LLC2
Wealth Solutions, LLC2
Alpha Concepts LLC1
Beacon Pointe Advisors, LLC news1
Berman, Sosman & Rosenzweig CPAS Pllc1
Bloomschon CPAS LLC1
Citigroup Global Markets Inc. news1
Comprehensive Wealth Services, LLC1
Eagle Strategies LLC1
Equitable Advisors, LLC news1
Equity Services, Inc.1

Advisors in Jericho, A to Z

CFP advisors in Jericho →

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 242Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124Rye Brook 123

Questions

How many financial advisors are in Jericho, NY?

237 investment adviser representatives are registered at firm offices in Jericho, New York, according to the SEC's Investment Adviser Public Disclosure records. 217 of them are also registered as broker representatives, and 28 list the CFP designation.

Which firm has the most financial advisors in Jericho?

Morgan Stanley, with 80 registered advisors in Jericho, followed by UBS Financial Services Inc. with 31.

How do I check a financial advisor in Jericho?

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.