Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Port Jefferson Station, NY
Every SEC-registered investment adviser representative at a firm office in Port Jefferson Station, with the firms that employ the most of them.
The short answer
18 registered advisors work in Port Jefferson Station; the most are at Park Avenue Securities LLC (6). 2 list the CFP designation and 15 are also registered broker representatives.
Firms with the most advisors in Port Jefferson Station
| Firm | Advisors in Port Jefferson Station |
|---|---|
| Park Avenue Securities LLC | 6 |
| Osaic Wealth, Inc. news | 5 |
| Timecapital Investor Advisory Services Inc. | 3 |
| Aventine Financial Group | 1 |
| Camba Capital, LLC | 1 |
| Equitable Advisors, LLC news | 1 |
| O'Hara Wealth Management Inc. | 1 |
Advisors in Port Jefferson Station, A to Z
CFP advisors in Port Jefferson Station →- Christian J. AndreoliPark Avenue Securities LLC
- Frederick J. AzzurroOsaic Wealth, Inc.
- Nicholas P. BosioPark Avenue Securities LLC
- Virginia R. Bove-GrierPark Avenue Securities LLC
- Michael P. ButenskyOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Keith A. ButlerTimecapital Investor Advisory Services Inc. · Chartered Financial Analyst
- John P. DinkelmeyerOsaic Wealth, Inc.
- Edmond J. Irwin Jr.Equitable Advisors, LLC
- Joseph M. OharaO'Hara Wealth Management Inc. · Personal Financial Specialist
- Jeffrey C. RobertoAventine Financial Group · Certified Financial Planner
- Alex J. RohmanTimecapital Investor Advisory Services Inc.
- Kerry F. RothemichTimecapital Investor Advisory Services Inc.
- John H. SpoletiPark Avenue Securities LLC
- John J. Thomson Jr.Osaic Wealth, Inc.
- Christopher J. TortoraPark Avenue Securities LLC
- Nicholas R. VissichelliPark Avenue Securities LLC
- Scott N. ZambelliOsaic Wealth, Inc. · Chartered Financial Consultant
- Daniel ZimonCamba Capital, LLC
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 Station, NY?
18 investment adviser representatives are registered at firm offices in Port Jefferson Station, New York, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Port Jefferson Station?
Park Avenue Securities LLC, with 6 registered advisors in Port Jefferson Station, followed by Osaic Wealth, Inc. with 5.
How do I check a financial advisor in Port Jefferson Station?
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.