Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Mamaroneck, NY
Every SEC-registered investment adviser representative at a firm office in Mamaroneck, with the firms that employ the most of them.
17 registered advisors work in Mamaroneck; the most are at Citigroup Global Markets Inc. (2). 5 list the CFP designation and 13 are also registered broker representatives.
Firms with the most advisors in Mamaroneck
Advisors in Mamaroneck, A to Z
CFP advisors in Mamaroneck →- Elizabeth K. Bibeau SalinasSoltis Investment Advisors, LLC
- John N. BrenkovichOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Stephen CooleyLPL Enterprise, LLC
- Gregory J. FeroneOsaic Wealth, Inc. · Certified Financial Planner
- Laurie GirskyG-Squared Advisory LLC · Certified Financial Planner
- Cynthia GolubG-Squared Advisory LLC · Certified Financial Planner
- Steven B. GoodeArax Advisory Partners · Chartered Financial Analyst
- Sanjiv K. JaswalLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Denise M. KnightCetera Investment Advisers LLC
- Michael LentiniLPL Financial LLC
- Kyle MinervaCitigroup Global Markets Inc.
- Richard H. MoorheadCitigroup Global Markets Inc.
- Christopher OlivierMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Carla G. RodriguezState Farm Investment Management Corp.
- Vivian SpyropoulosJ.P. Morgan Securities LLC
- Michael TanneySchwab Wealth Advisory, Inc.
- Matthew E. TrainorJ.P. Morgan Securities LLC
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 Mamaroneck, NY?
17 investment adviser representatives are registered at firm offices in Mamaroneck, New York, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Mamaroneck?
Citigroup Global Markets Inc., with 2 registered advisors in Mamaroneck, followed by G-Squared Advisory LLC with 2.
How do I check a financial advisor in Mamaroneck?
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.