Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

Platform Technology Partners financial advisors in Locust Valley, NY

Every SEC-registered investment adviser representative at a Platform Technology Partners office in Locust Valley, A to Z.

9 registered advisors work at Platform Technology Partners in Locust Valley, out of 9 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Platform Technology Partners advisors in Locust Valley, A to Z

Every Platform Technology Partners advisor →

Platform Technology Partners advisors in every city and state →Platform Technology Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many financial advisors does Platform Technology Partners have in Locust Valley?

9 investment adviser representatives are registered at Platform Technology Partners offices in Locust Valley, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Platform Technology Partners one of the largest advisor employers in Locust Valley?

Platform Technology Partners ranks number 1 in Locust Valley by registered advisors, ahead of every other firm.

How do I check a Platform Technology Partners advisor in Locust Valley?

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 Platform Technology Partners 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.