Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Purchase, NY
Every SEC-registered investment adviser representative at a firm office in Purchase, with the firms that employ the most of them.
The short answer
718 registered advisors work in Purchase; the most are at Morgan Stanley (560). 33 list the CFP designation and 688 are also registered broker representatives.
Firms with the most advisors in Purchase
Advisors in Purchase, A to Z (first 300 of 718)
CFP advisors in Purchase →- Alan AbdullaevMorgan Stanley
- Oluwaferanmi AdewunmiMorgan Stanley
- Roman J. AdrianowyczMorgan Stanley
- Dale AkinlaMorgan Stanley
- Hansel A. AlmanzarMorgan Stanley
- Iracema AlmeidaUBS Financial Services Inc.
- Mark D. AltmanMorgan Stanley
- Thomas B. AndersonWells Fargo Clearing Services, LLC
- Brennian AntellHightower Advisors, LLC
- David F. AppelWells Fargo Clearing Services, LLC
- Daisy Appiah-KubiMorgan Stanley
- James R. ArcaMorgan Stanley
- Mahmoud ArjomandMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joshua AronsonMorgan Stanley
- Paige E. AtkinsonMorgan Stanley
- Ashley A. AurigemmaMorgan Stanley
- Lawrence W. BahrMorgan Stanley · Certified Financial Planner
- Rajen BakshiWells Fargo Clearing Services, LLC
- Maria E. BarlettaWells Fargo Clearing Services, LLC
- Scott S. BarnettMorgan Stanley
- Ashleigh B. BarrUBS Financial Services Inc.
- Mike BarreraMorgan Stanley
- Conrad D. BartensteinMorgan Stanley
- Gabriel H. BasdenMorgan Stanley
- Adony A. BatistaMorgan Stanley
- Judith BattagliaMorgan Stanley · Certified Financial Planner
- Emma D. BauerMorgan Stanley
- Esteban Becerra-MarinMorgan Stanley
- Thomas W. BefiMorgan Stanley
- Steven BekoffMorgan Stanley
- Lauren BelliniRBC Capital Markets, LLC
- Arthur W. BellisMorgan Stanley
- Alexandra H. BenasHightower Advisors, LLC
- Emily S. BenderMorgan Stanley
- Stephen BenincasaWells Fargo Clearing Services, LLC
- Anne M. BenselMorgan Stanley
- Charles J. BenwayMain Street Financial · Certified Financial Planner
- Susan M. BermanMorgan Stanley
- Katherine L. BernardiWells Fargo Clearing Services, LLC
- Roger A. BernhammerMorgan Stanley
- Daniel B. BernsteinMorgan Stanley
- Kevin BertoncinRBC Capital Markets, LLC
- Angela Bertorelli-CasulloWells Fargo Clearing Services, LLC
- Jairus BethelMorgan Stanley
- Kevin W. BetyemanMorgan Stanley
- Alexander R. BeyerMorgan Stanley
- Glenn R. BiancoRBC Capital Markets, LLC · Certified Financial Planner
- Donna A. BindaMorgan Stanley
- David J. BirnbaumWells Fargo Clearing Services, LLC
- Anthony V. BivonaMorgan Stanley
- Nicole E. BlakeMorgan Stanley
- Kendall E. BlundinMorgan Stanley
- Susan BockSeacrest Wealth Management, LLC
- Sidney N. BohorquezMorgan Stanley
- David I. BokmanMorgan Stanley
- Stacey M. BorenkoffMorgan Stanley
- Diptee K. BorkarMorgan Stanley
- Brendan C. BorowskyMorgan Stanley
- Samuel BowlesMorgan Stanley
- Nikita BoyadzhyantsMorgan Stanley
- Talyia BradshawMorgan Stanley
- Siobhan BradyUBS Financial Services Inc.
- Daniel J. BreenMorgan Stanley
- Benjamin A. BrevettiMorgan Stanley
- Robert L. BrevettiMorgan Stanley
- Drew M. BronenMorgan Stanley
- Paul A. BronzoWells Fargo Clearing Services, LLC
- Sandrea BrooksMorgan Stanley
- Heather G. BrowerWells Fargo Clearing Services, LLC
- Brianna M. BrownMorgan Stanley
- Sha'Quanna K. BrownMorgan Stanley
- Christopher C. BrowneMorgan Stanley
- Antony P. BrunettoWells Fargo Clearing Services, LLC
- Beth A. BuckleyMorgan Stanley
- Jacob W. BuerkeMorgan Stanley
- Alicia BuffaMorgan Stanley
- Peter BurchellMorgan Stanley
- Anna F. BurnsMorgan Stanley
- Danielle M. BurnsMorgan Stanley
- Christopher J. BuschMorgan Stanley
- Ahmed H. ButtMorgan Stanley
- Christopher A. CagliusoMorgan Stanley
- Edwin R. CalzarettaMorgan Stanley
- Walter C. Camas Jr.Morgan Stanley
- Colleen S. CampbellMorgan Stanley
- Wenton G. CamporinMorgan Stanley
- Shannon E. CanningMorgan Stanley
- Henock S. CannonWells Fargo Clearing Services, LLC
- Richard D. CantwellMorgan Stanley
- Sara M. CardmanMorgan Stanley
- Stefano L. CarlacciMorgan Stanley
- Nicholas F. CarlistoUBS Financial Services Inc.
- Meghan E. CarrasquilloMorgan Stanley
- Horace N. Carryl Jr.Wells Fargo Clearing Services, LLC
- Thomas V. CarusoMorgan Stanley
- Ronald A. CasanovaWells Fargo Clearing Services, LLC
- Keller O. CaseyMorgan Stanley
- Frank A. CastroUBS Financial Services Inc.
- Zachary W. CastroUBS Financial Services Inc.
- Ana Castro-RodriguezMorgan Stanley
- Michael V. CatuognoMorgan Stanley
- Colleen CawleyMorgan Stanley
- Victoria E. CawleyMorgan Stanley
- Johanna M. CefarettiWells Fargo Clearing Services, LLC
- Alicia D. CerullaMorgan Stanley
- Benjamin J. ChambeauMorgan Stanley
- Brandon ChanMorgan Stanley
- Katherine E. ChapinMorgan Stanley
- Max J. ChapmanMorgan Stanley
- Lucy ChenMorgan Stanley
- Scott E. ChesterMorgan Stanley
- Eric T. ChinMorgan Stanley
- Kevin W. ChungMorgan Stanley
- Lindsey G. CiampiMorgan Stanley
- Jake T. CiancioMorgan Stanley
- Laura CimineraMorgan Stanley
- Naomi J. CiminoMorgan Stanley
- John CiroccoMorgan Stanley
- Chelsea N. ClarkMorgan Stanley
- Ryan ClayMorgan Stanley
- Erin F. ClaytonMorgan Stanley
- Michael L. ClemensMorgan Stanley
- Matthew A. ClementeMorgan Stanley
- Elisha ClintonMorgan Stanley
- Jacqueline L. ClowryMorgan Stanley
- Christopher P. CochraneMorgan Stanley
- Marc N. ColamariaRBC Capital Markets, LLC
- Christina A. Coleman ErwinMorgan Stanley
- David A. Collins Sr.Morgan Stanley
- Virginia ColtheartMorgan Stanley
- Brian Conde-MartinezMorgan Stanley
- Sarah E. ConnorMorgan Stanley
- Rachel A. ConstantMorgan Stanley
- Christopher B. CopenhaverAmeriprise Financial Services, LLC · Certified Financial Planner
- Leonard A. CoralloMorgan Stanley
- James M. CorcoranMorgan Stanley
- Ryland T. CorryWells Fargo Clearing Services, LLC
- Camden E. CostaMorgan Stanley
- Vincenzo CostanzoMorgan Stanley
- Daniel J. CostelloMorgan Stanley
- James R. CottoMorgan Stanley
- Raymond J. CottoMorgan Stanley
- Jon D. CovlinMorgan Stanley
- James N. CrabbOne Oak Capital Management, LLC
- Jeffrey J. CramptonWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Alissa W. CrawfordMorgan Stanley
- Benjamin N. CrawfordMorgan Stanley
- Toni CristianoMorgan Stanley
- Trevor N. CrochetMorgan Stanley
- Sheila T. CromwellMorgan Stanley
- Bryan P. CryderUBS Financial Services Inc. · Certified Financial Planner
- Dorismar CuevasMorgan Stanley
- Leo L. CunninghamMain Street Financial · Certified Financial Planner
- Daniel CzajkowskiMorgan Stanley
- Lisa D'AlessandroMorgan Stanley
- Susan C. DaleyMorgan Stanley
- Joseph DalyMorgan Stanley · Certified Financial Planner
- Ryan J. DalyMorgan Stanley
- Ryan DarmofalHightower Advisors, LLC · Chartered Financial Analyst
- Camille A. DavidMorgan Stanley
- Peter J. DebrinoMorgan Stanley
- Jerry DecembreWells Fargo Clearing Services, LLC
- Craig S. DegenerWells Fargo Clearing Services, LLC
- Joseph G. DegregorisMorgan Stanley
- Robert S. DelanoMorgan Stanley
- Kevin A. DelgadoMorgan Stanley
- Alexander C. DeliaMorgan Stanley
- Blake J. DellaboughMorgan Stanley
- Vincent A. DepasqualeMorgan Stanley
- Joseph DepompeoMorgan Stanley
- Jake H. DerianMorgan Stanley
- Thomas C. Dexter Jr.Wells Fargo Clearing Services, LLC
- Christopher Di MuriaUBS Financial Services Inc.
- Abdoulaye A. DiakiteMorgan Stanley
- Kadijatou DialloMorgan Stanley
- Isaiah A. DiazMorgan Stanley
- Daniel J. DibiasioMorgan Stanley
- Charlotte J. DillonMorgan Stanley
- Christian J. DinalloMorgan Stanley
- Anthony J. DiperriUBS Financial Services Inc.
- Jared DipietroMorgan Stanley
- Robert DisienaMorgan Stanley
- Lisa B. DodgeMorgan Stanley
- Melissa M. DodsonMorgan Stanley
- Robert M. DolliverAmeriprise Financial Services, LLC
- Nieve DoneganMorgan Stanley
- Michael P. DowdSeacrest Wealth Management, LLC
- James J. DowlingHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Lenoy DujonMorgan Stanley
- Kelly M. EarlyMorgan Stanley
- Stephen L. EganMorgan Stanley
- Joshua ElbaumMorgan Stanley
- David F. EliasMorgan Stanley
- Carole R. EpsteinMorgan Stanley
- Matthew J. EricksonMorgan Stanley
- Eric T. EsquivelMorgan Stanley
- Anthony J. FalcoWells Fargo Clearing Services, LLC
- Charlotte C. FargisMorgan Stanley
- Allison M. FaustMorgan Stanley
- Kevin W. FederMorgan Stanley
- Ana P. Ferreira-LopreatoAmeriprise Financial Services, LLC
- Theresa A. FerriMorgan Stanley
- Cooper J. FicarraMorgan Stanley
- Meredith D. FierroMorgan Stanley
- Lissette FigueroaWells Fargo Clearing Services, LLC
- Richard A. FilippelliMorgan Stanley
- Connor T. FinnMorgan Stanley
- Gregory M. FiskMorgan Stanley
- Svetlana O. FiumaraMorgan Stanley
- Charles L. FlanaganMorgan Stanley
- William E. FlanneryMorgan Stanley
- Heather M. FoleyMorgan Stanley
- Michael C. FoleyMorgan Stanley
- William H. FolksMorgan Stanley
- Brett R. FordyceMorgan Stanley
- Sean M. FransonMorgan Stanley
- Michael A. FrascioneWells Fargo Clearing Services, LLC
- Nathaniel A. FrecksMorgan Stanley
- Rosemary FuscoMorgan Stanley
- Bolanle M. GabaMorgan Stanley
- Leonard G. GabbidonUBS Financial Services Inc.
- Nelson Gaertner Jr.Morgan Stanley
- Fiona L. GallagherMorgan Stanley
- Maya R. GallagherMorgan Stanley
- Jacqueline GalottaWells Fargo Clearing Services, LLC
- Daniel I. GalvinHightower Advisors, LLC
- Juan C. GarciaUBS Financial Services Inc.
- Jordan M. GarofaloUBS Financial Services Inc.
- Sean W. GavinAmeriprise Financial Services, LLC
- Mary K. GelfandMorgan Stanley
- Roseliny D. GenaoMorgan Stanley
- Eric C. GencoMorgan Stanley
- Matthew GenoveseMorgan Stanley
- David I. GenslerGlobal Retirement Partners LLC
- Laurence A. GeraceMorgan Stanley
- Robert A. GevedaWells Fargo Clearing Services, LLC
- Roya P. GhavamiMorgan Stanley
- James GiangrandeHightower Advisors, LLC · Certified Financial Planner
- Sean T. GibbonsWells Fargo Clearing Services, LLC
- Sam GilibertiMorgan Stanley
- Susan GimMorgan Stanley
- Paul M. GinleyMorgan Stanley
- Jerry N. GiordanoLPL Financial LLC
- Lawrence P. GiordanoJanney Montgomery Scott LLC
- Colin J. GleasonMorgan Stanley
- Ryan N. GoldeMorgan Stanley
- Andrew B. GoldsteinMorgan Stanley
- Marc N. GoldsteinMorgan Stanley
- Adam A. GonthierMorgan Stanley
- Arnel C. GonzalesAmeriprise Financial Services, LLC
- Mikheil GorelashviliMorgan Stanley
- Lina GracianoMorgan Stanley
- Joseph V. GraffeoMorgan Stanley
- Taylor T. GrayUBS Financial Services Inc.
- Craig S. GreenbergMorgan Stanley
- Jacob H. GreeneMorgan Stanley
- Joan E. GregorAmeriprise Financial Services, LLC · Certified Financial Planner
- Anthony K. GreierWells Fargo Clearing Services, LLC
- Joseph P. Grillo Jr.Morgan Stanley
- Donato J. GuastaferroMorgan Stanley
- Jeremy GuerridoMorgan Stanley
- Sabrina GuglielmiWells Fargo Clearing Services, LLC
- Jason B. HabermanMorgan Stanley
- Jack HabifWells Fargo Clearing Services, LLC
- Heather M. HackettMorgan Stanley · Chartered Financial Analyst
- Keith E. HagertyUBS Financial Services Inc.
- Roman L. HamiltonMorgan Stanley
- Robert J. Hanes Jr.Morgan Stanley
- Michelle HannaMorgan Stanley
- Lynn HarnedyWells Fargo Advisors Financial Network, LLC
- Elizabeth A. HarriganMorgan Stanley
- Ryan M. HarrisonMorgan Stanley
- Raymond HartMorgan Stanley
- Kristen M. HartyMorgan Stanley
- Joshua D. HassellMorgan Stanley
- Heather A. HasteySeacrest Wealth Management, LLC
- Robert A. HausmannWells Fargo Clearing Services, LLC
- Eric P. HaynesMorgan Stanley
- Stratton R. Heath IVMorgan Stanley
- Lilly E. HellerMorgan Stanley
- Kirsten D. HelmersJanney Montgomery Scott LLC
- William R. HelmrichWells Fargo Clearing Services, LLC
- Joshua P. HelmsMorgan Stanley
- Daryl J. HelsingMorgan Stanley
- Julie M. HenryMorgan Stanley
- Abriana D. HernandezMorgan Stanley
- Angel S. HerreraMorgan Stanley
- Matthew P. HesseMorgan Stanley
- Haley N. HesterMorgan Stanley
- Ryan V. HetzerUBS Financial Services Inc.
- Whitney S. HiltonMorgan Stanley
- Joseph M. Hinshaw IVMorgan Stanley
- Perry A. HopperMorgan Stanley · Chartered Financial Analyst
- Owen T. HorneMorgan Stanley
- Jack HoweMorgan Stanley
- Elena M. HuangMorgan Stanley
- Leah J. HughesUBS Financial Services Inc.
- Nykea G. HughesMorgan Stanley
- Matthew G. HullUBS Financial Services Inc.
- Kristin P. HundleyMorgan Stanley
Other cities in New York
All of New York →New York 15,109Melville 1,194Rochester 906Garden City 754Brooklyn 572Williamsville 461Syracuse 406Albany 390Buffalo 347Pittsford 341Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124Rye Brook 123
Questions
How many financial advisors are in Purchase, NY?
718 investment adviser representatives are registered at firm offices in Purchase, New York, according to the SEC's Investment Adviser Public Disclosure records. 688 of them are also registered as broker representatives, and 33 list the CFP designation.
Which firm has the most financial advisors in Purchase?
Morgan Stanley, with 560 registered advisors in Purchase, followed by Wells Fargo Clearing Services, LLC with 65.
How do I check a financial advisor in Purchase?
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.