Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clientsIN Ex-LPL, special needs advisor pleads guilty in fraud caseIN Advisor moves: Raymond James lands $700M Truist team in Naples4K Who Was Supposed to Check the $977?WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Roslyn, NY

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

45 registered advisors work in Roslyn; the most are at Strategic Advisers LLC (19). 7 list the CFP designation and 44 are also registered broker representatives.

Firms with the most advisors in Roslyn

FirmAdvisors in Roslyn
Strategic Advisers LLC19
Park Avenue Securities LLC17
Citigroup Global Markets Inc. news2
Broadway Financial Management LLC1
Cetera Investment Advisers LLC news1
MML Investors Services, LLC1
Morgan Stanley news1
Osaic Wealth, Inc. news1
UBS Financial Services Inc. news1
Voya Financial Advisors, Inc.1

Advisors in Roslyn, A to Z

CFP advisors in Roslyn →

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 Roslyn, NY?

45 investment adviser representatives are registered at firm offices in Roslyn, New York, according to the SEC's Investment Adviser Public Disclosure records. 44 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Roslyn?

Strategic Advisers LLC, with 19 registered advisors in Roslyn, followed by Park Avenue Securities LLC with 17.

How do I check a financial advisor in Roslyn?

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.