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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oyster Bay, NY

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

19 registered advisors work in Oyster Bay; the most are at Cove Private Wealth, LLC (3). 0 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Oyster Bay

FirmAdvisors in Oyster Bay
Cove Private Wealth, LLC3
Wells Fargo Advisors Financial Network, LLC news3
Raymond James & Associates, Inc. news2
&Partners news1
Aegis Capital Corp.1
Ameritas Advisory Services, LLC1
Cloud Peak Advisors1
Cove Capital Management Inc.1
Heritage Financial Counselors, LLC1
Ihs Wealth Management LLC1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Strategic Advisers LLC1
Wealthspire Retirement Advisory news1

Advisors in Oyster Bay, A to Z

Search all of New York →

Other cities in New York

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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 Oyster Bay, NY?

19 investment adviser representatives are registered at firm offices in Oyster Bay, New York, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Oyster Bay?

Cove Private Wealth, LLC, with 3 registered advisors in Oyster Bay, followed by Wells Fargo Advisors Financial Network, LLC with 3.

How do I check a financial advisor in Oyster Bay?

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.