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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Port Washington, NY

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

The short answer

37 registered advisors work in Port Washington; the most are at J.P. Morgan Securities LLC (6). 7 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Port Washington

FirmAdvisors in Port Washington
J.P. Morgan Securities LLC news6
Blank Equity Management LLC3
LPL Financial LLC news3
Artemis Wealth Advisors, LLC2
Dorado Wealth Management LLC2
UBS Financial Services Inc. news2
B. Riley Wealth Advisors, Inc.1
Capital Client Group, Inc.1
Cetera Investment Advisers LLC news1
Dimensional Fund Advisors LP1
Empower Advisory Group, LLC1
Equitable Advisors, LLC news1
Great Hill Advisory1
Greenstein, Lawrence1
Guggenheim Investments1
Latitude Advisors, LLC1
Markiz Wealth Management1
Morgan Stanley news1
Neuberger Berman Bd LLC1
Nottinghill Capital Management Inc.1
Osaic Wealth, Inc. news1
Savvy1
Steginsky Capital LLC1
The Playbook Advizor1
Victory Capital Management Inc.1

Advisors in Port Washington, A to Z

CFP advisors in Port Washington →

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 Washington, NY?

37 investment adviser representatives are registered at firm offices in Port Washington, New York, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Port Washington?

J.P. Morgan Securities LLC, with 6 registered advisors in Port Washington, followed by Blank Equity Management LLC with 3.

How do I check a financial advisor in Port Washington?

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.