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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Melville, NY

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

1,194 registered advisors work in Melville; the most are at Equitable Advisors, LLC (151). 110 list the CFP designation and 1,103 are also registered broker representatives.

Firms with the most advisors in Melville

FirmAdvisors in Melville
Equitable Advisors, LLC news151
Merrill Lynch, Pierce, Fenner & Smith Incorporated news138
Morgan Stanley news100
Wells Fargo Clearing Services, LLC news71
Wells Fargo Advisors Financial Network, LLC news57
Ameriprise Financial Services, LLC news55
LPL Financial LLC news54
LPL Enterprise, LLC news45
UBS Financial Services Inc. news43
Park Avenue Securities LLC38
Osaic Wealth, Inc. news35
Eagle Strategies LLC29
Cetera Investment Advisers LLC news27
Arete Wealth Advisors, LLC24
Tiaa-Cref Individual & Institutional Services, LLC20
Wealthspire Advisors news19
Aegis Capital Corp.18
Principal Securities, Inc.16
Voya Financial Advisors, Inc.16
MML Investors Services, LLC15
Lantern Wealth Advisors, LLC14
Northwestern Mutual Investment Services, LLC14
Janney Montgomery Scott LLC news13
Td Private Client Wealth LLC12
Equity Services, Inc.11

Advisors in Melville, A to Z (first 300 of 1,194)

CFP advisors in Melville →

Other cities in New York

All of New York →

New York 15,109Rochester 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 124Rye Brook 123

Questions

How many financial advisors are in Melville, NY?

1,194 investment adviser representatives are registered at firm offices in Melville, New York, according to the SEC's Investment Adviser Public Disclosure records. 1,103 of them are also registered as broker representatives, and 110 list the CFP designation.

Which firm has the most financial advisors in Melville?

Equitable Advisors, LLC, with 151 registered advisors in Melville, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 138.

How do I check a financial advisor in Melville?

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.