Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Peekskill, NY
Every SEC-registered investment adviser representative at a firm office in Peekskill, with the firms that employ the most of them.
11 registered advisors work in Peekskill; the most are at Pfs Investments Inc. (6). 0 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Peekskill
Advisors in Peekskill, A to Z
Search all of New York →- Sheldon CazoePfs Investments Inc.
- Huan Yuan ChenPfs Investments Inc.
- Claire R. DieleEquitable Advisors, LLC
- Daniel V. GiaimoLPL Financial LLC · Certified Financial Planner
- Mark R. GrahamPfs Investments Inc.
- Deirdre JoyceRBC Capital Markets, LLC
- Brian P. KopilakPfs Investments Inc.
- Patrick Lennon Jr.Private Advisor Group, LLC
- Luisa C. Paltin ZhingriJ.P. Morgan Securities LLC
- Lisbel A. RosarioPfs Investments Inc.
- Chanice O. SedaPfs Investments Inc.
Other cities in New York
All of New York →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 Peekskill, NY?
11 investment adviser representatives are registered at firm offices in Peekskill, 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 Peekskill?
Pfs Investments Inc., with 6 registered advisors in Peekskill, followed by Private Advisor Group, LLC with 2.
How do I check a financial advisor in Peekskill?
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.