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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Lifegoal Investments, LLC financial advisors in Saratoga Springs, NY

Every SEC-registered investment adviser representative at a Lifegoal Investments, LLC office in Saratoga Springs, A to Z.

The short answer

6 registered advisors work at Lifegoal Investments, LLC in Saratoga Springs, out of 6 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Lifegoal Investments, LLC advisors in Saratoga Springs, A to Z

Every Lifegoal Investments, LLC advisor →

Lifegoal Investments, LLC advisors in every city and state →Lifegoal Investments, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Saratoga Springs

All Saratoga Springs advisors →

Rockefeller Financial LLC 24Morgan Stanley 23Goldman Sachs Wealth Services, L.P. 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Shade Tree Advisors LLC 18Quartz Partners Investment Management 14Rockefeller Capital Management 12LPL Financial LLC 11Cerity Partners LLC 8Commonwealth Financial Network 8King Wealth Management Group, LLC 7Raymond James & Associates, Inc. 6

Questions

How many financial advisors does Lifegoal Investments, LLC have in Saratoga Springs?

6 investment adviser representatives are registered at Lifegoal Investments, LLC offices in Saratoga Springs, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Lifegoal Investments, LLC one of the largest advisor employers in Saratoga Springs?

Lifegoal Investments, LLC ranks number 12 in Saratoga Springs by registered advisors; Rockefeller Financial LLC has the most, with 24.

How do I check a Lifegoal Investments, LLC advisor in Saratoga Springs?

Each advisor below links to a profile with their registrations, exams, designations 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 Lifegoal Investments, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.