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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Patchogue, NY

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

The short answer

11 registered advisors work in Patchogue; the most are at Allstate Financial Advisors, LLC (2). 2 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Patchogue

FirmAdvisors in Patchogue
Allstate Financial Advisors, LLC2
Ameriprise Financial Services, LLC news1
Bemrose Consulting, LLC1
Cetera Investment Advisers LLC news1
Edward Jones news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1

Advisors in Patchogue, A to Z

CFP advisors in Patchogue →

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 Patchogue, NY?

11 investment adviser representatives are registered at firm offices in Patchogue, New York, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Patchogue?

Allstate Financial Advisors, LLC, with 2 registered advisors in Patchogue, followed by Ameriprise Financial Services, LLC with 1.

How do I check a financial advisor in Patchogue?

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.