Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Stony Brook, NY
Every SEC-registered investment adviser representative at a firm office in Stony Brook, with the firms that employ the most of them.
6 registered advisors work in Stony Brook; the most are at Ritholtz Wealth Management (2). 0 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Stony Brook
| Firm | Advisors in Stony Brook |
|---|---|
| Ritholtz Wealth Management | 2 |
| Bison Wealth, LLC | 1 |
| Capital Analysts | 1 |
| LPL Financial LLC news | 1 |
| Lincoln Investment | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Stony Brook, A to Z
Search all of New York →- Gregg EisensteinLPL Financial LLC
- Anthony T. IsolaRitholtz Wealth Management
- Dinamarie R. IsolaRitholtz Wealth Management
- William E. McEnroe IIIBison Wealth, LLC
- Randolph PelosiState Farm Investment Management Corp. · Chartered Financial Consultant
- Ronald I. PosnackLincoln Investment · Certified Financial Planner
Other cities in New York
All of New York →New York 16,101Melville 1,285Rochester 967Garden City 805Purchase 764Brooklyn 596Williamsville 496Syracuse 450Albany 411Buffalo 384Pittsford 372Hauppauge 352White Plains 330Cohoes 279Jericho 260Saratoga Springs 253Amherst 247Latham 243Staten Island 243Woodbury 242New York City 202Tarrytown 154Poughkeepsie 140Great Neck 132
Questions
How many financial advisors are in Stony Brook, NY?
6 investment adviser representatives are registered at firm offices in Stony Brook, New York, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Stony Brook?
Ritholtz Wealth Management, with 2 registered advisors in Stony Brook, followed by Bison Wealth, LLC with 1.
How do I check a financial advisor in Stony Brook?
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.