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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Manhasset, NY

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

58 registered advisors work in Manhasset; the most are at Osaic Wealth, Inc. (10). 6 list the CFP designation and 45 are also registered broker representatives.

Firms with the most advisors in Manhasset

FirmAdvisors in Manhasset
Osaic Wealth, Inc. news10
Halo Investment Services, LLC9
Charles Schwab & Co., Inc. news7
J.P. Morgan Securities LLC news4
LPL Financial LLC news4
Citigroup Global Markets Inc. news3
Ameriprise Financial Services, LLC news2
Lowell Road Asset Management, Inc.2
UBS Financial Services Inc. news2
Allstate Financial Advisors, LLC1
Capital Analysts1
Citizens Securities, Inc.1
Federated Investment Counseling1
Kpoint Capital LLC1
LPL Enterprise, LLC news1
Mdt Advisers, A Division Of Federated Mdta LLC1
Mercer Global Advisors Inc.1
Morgan Stanley news1
Msm Financial Strategies1
Potomac1
R Squared IV1
Silk1
State Farm Investment Management Corp.1
Stronghold Investment Management1
Wealthunite Advisors, LLC1

Advisors in Manhasset, A to Z

CFP advisors in Manhasset →

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 Manhasset, NY?

58 investment adviser representatives are registered at firm offices in Manhasset, New York, according to the SEC's Investment Adviser Public Disclosure records. 45 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Manhasset?

Osaic Wealth, Inc., with 10 registered advisors in Manhasset, followed by Halo Investment Services, LLC with 9.

How do I check a financial advisor in Manhasset?

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.