Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Skaneateles, NY
Every SEC-registered investment adviser representative at a firm office in Skaneateles, with the firms that employ the most of them.
21 registered advisors work in Skaneateles; the most are at Morgan Stanley (4). 2 list the CFP designation and 18 are also registered broker representatives.
Firms with the most advisors in Skaneateles
| Firm | Advisors in Skaneateles |
|---|---|
| Morgan Stanley news | 4 |
| Pfs Investments Inc. | 4 |
| Stifel, Nicolaus & Company, Incorporated news | 4 |
| Ameriprise Financial Services, LLC news | 2 |
| Equitable Advisors, LLC news | 2 |
| Interstellar Wealth LLC | 1 |
| Marcellus Capital Management, LLC | 1 |
| Pushkin Advisory Group, LLC | 1 |
| RBC Capital Markets, LLC news | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Skaneateles, A to Z
CFP advisors in Skaneateles →- Frank AlbaneseRBC Capital Markets, LLC
- Patrick D. BuckleyStifel, Nicolaus & Company, Incorporated
- Caitlin D. CampbellMorgan Stanley
- Randy D. Corl Sr.Pfs Investments Inc.
- Dana S. DerrickMorgan Stanley
- Paul G. DerrickMorgan Stanley
- Nicolette M. FiermonteStifel, Nicolaus & Company, Incorporated
- James M. GreggStifel, Nicolaus & Company, Incorporated
- Douglas E. HillState Farm Investment Management Corp.
- Jessica B. Jimenez WhartonAmeriprise Financial Services, LLC
- Jeffrey J. LamarcaMarcellus Capital Management, LLC · Chartered Financial Analyst
- Garry R. PayneEquitable Advisors, LLC · Chartered Financial Consultant
- Matthew R. PayneEquitable Advisors, LLC
- Mark A. PeckInterstellar Wealth LLC
- R. M. RienhardtPfs Investments Inc.
- Andrew C. RussoPushkin Advisory Group, LLC · Chartered Financial Analyst
- Frederick C. Shibel Jr.Stifel, Nicolaus & Company, Incorporated
- Benjamin P. StrohPfs Investments Inc.
- Heather L. SullivanPfs Investments Inc.
- Paul F. Torrisi Jr.Morgan Stanley · Certified Financial Planner
- Dwight W. Winkelman IIIAmeriprise Financial Services, LLC · Certified Financial Planner
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 Skaneateles, NY?
21 investment adviser representatives are registered at firm offices in Skaneateles, New York, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Skaneateles?
Morgan Stanley, with 4 registered advisors in Skaneateles, followed by Pfs Investments Inc. with 4.
How do I check a financial advisor in Skaneateles?
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.