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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Merrick, NY

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

22 registered advisors work in Merrick; the most are at Cetera Investment Advisers LLC (7). 0 list the CFP designation and 20 are also registered broker representatives.

Firms with the most advisors in Merrick

FirmAdvisors in Merrick
Cetera Investment Advisers LLC news7
Strategic Advisers LLC4
J.P. Morgan Securities LLC news2
Citizens Securities, Inc.1
Differential Capital LLC1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
Neuberger Berman Bd LLC1
New York Life Investment Management LLC1
Onepoint Bfg Wealth Partners1
Osaic Wealth, Inc. news1

Advisors in Merrick, A to Z

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Other cities in New York

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New York 16,101Melville 1,285Rochester 967Garden City 805Purchase 764Brooklyn 596Williamsville 496Syracuse 450Albany 411Buffalo 384Pittsford 372Hauppauge 352White Plains 330Cohoes 279Jericho 260Saratoga Springs 253Amherst 247Latham 243Staten Island 243Woodbury 242New York City 202Tarrytown 154Poughkeepsie 140Great Neck 132

Questions

How many financial advisors are in Merrick, NY?

22 investment adviser representatives are registered at firm offices in Merrick, New York, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Merrick?

Cetera Investment Advisers LLC, with 7 registered advisors in Merrick, followed by Strategic Advisers LLC with 4.

How do I check a financial advisor in Merrick?

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.