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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Northport, NY

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

18 registered advisors work in Northport; the most are at Osaic Wealth, Inc. (4). 4 list the CFP designation and 16 are also registered broker representatives.

Firms with the most advisors in Northport

FirmAdvisors in Northport
Osaic Wealth, Inc. news4
Strategic Advisers LLC4
J.P. Morgan Securities LLC news2
Advisory Services Network1
Ameriprise Financial Services, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Neuberger Berman Bd LLC1
Northstar Financial Advisors LLC1
Pgim Investments LLC1
RBC Capital Markets, LLC news1
State Farm Investment Management Corp.1

Advisors in Northport, A to Z

CFP advisors in Northport →

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 Northport, NY?

18 investment adviser representatives are registered at firm offices in Northport, New York, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Northport?

Osaic Wealth, Inc., with 4 registered advisors in Northport, followed by Strategic Advisers LLC with 4.

How do I check a financial advisor in Northport?

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.