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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Port Jefferson, NY

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

The short answer

64 registered advisors work in Port Jefferson; the most are at Kestra Advisory Services, LLC (17). 5 list the CFP designation and 57 are also registered broker representatives.

Firms with the most advisors in Port Jefferson

FirmAdvisors in Port Jefferson
Kestra Advisory Services, LLC news17
Wells Fargo Clearing Services, LLC news13
Citigroup Global Markets Inc. news8
Morgan Stanley news8
LPL Financial LLC news5
Cetera Investment Advisers LLC news3
Edward Jones news3
St. James Investment Advisors, LLC3
Ruggiero Investments2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Strategic Advisers LLC1

Advisors in Port Jefferson, A to Z

CFP advisors in Port Jefferson →

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 Port Jefferson, NY?

64 investment adviser representatives are registered at firm offices in Port Jefferson, New York, according to the SEC's Investment Adviser Public Disclosure records. 57 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Port Jefferson?

Kestra Advisory Services, LLC, with 17 registered advisors in Port Jefferson, followed by Wells Fargo Clearing Services, LLC with 13.

How do I check a financial advisor in Port Jefferson?

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.