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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in N Massapequa, NY

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

The short answer

1 registered advisors work in N Massapequa; the most are at The Pinnacle Financial Group (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in N Massapequa

FirmAdvisors in N Massapequa
The Pinnacle Financial Group1

Advisors in N Massapequa, A to Z

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Other cities in New York

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New York 16,964Melville 1,323Rochester 1,007Garden City 838Purchase 796Brooklyn 626Williamsville 514Syracuse 464Albany 433Buffalo 394Pittsford 391Hauppauge 357White Plains 338Cohoes 306Saratoga Springs 269Jericho 267Amherst 259Latham 256Staten Island 248Woodbury 245New York City 215Tarrytown 162Poughkeepsie 146Great Neck 135

Questions

How many financial advisors are in N Massapequa, NY?

1 investment adviser representatives are registered at firm offices in N Massapequa, New York, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in N Massapequa?

The Pinnacle Financial Group, with 1 registered advisors in N Massapequa.

How do I check a financial advisor in N Massapequa?

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.