Sunday, October 25, 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

Financial advisors in Laurelton, NY

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

The short answer

2 registered advisors work in Laurelton; the most are at J.P. Morgan Securities LLC (1). 0 list the CFP designation and 2 are also registered broker representatives.

Firms with the most advisors in Laurelton

Advisors in Laurelton, A to Z

Search all of New York →

Other cities in New York

All of New York →

New York 15,381Melville 1,215Rochester 913Garden City 762Purchase 731Brooklyn 575Williamsville 466Syracuse 426Albany 379Buffalo 364Pittsford 347Hauppauge 331White Plains 315Cohoes 275Saratoga Springs 243Jericho 242Amherst 235Latham 233Woodbury 227Staten Island 226New York City 199Tarrytown 147Poughkeepsie 132Great Neck 120

Questions

How many financial advisors are in Laurelton, NY?

2 investment adviser representatives are registered at firm offices in Laurelton, New York, according to the SEC's Investment Adviser Public Disclosure records. 2 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Laurelton?

J.P. Morgan Securities LLC, with 1 registered advisors in Laurelton, followed by Strategic Advisers LLC with 1.

How do I check a financial advisor in Laurelton?

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.