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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Syosset, NY

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

59 registered advisors work in Syosset; the most are at Legacy Edge Advisors (9). 5 list the CFP designation and 35 are also registered broker representatives.

Firms with the most advisors in Syosset

FirmAdvisors in Syosset
Legacy Edge Advisors9
Spirit Of America Management Corp.7
J.P. Morgan Securities LLC news6
4thought Financial Group Inc.4
Ameriprise Financial Services, LLC news4
Old Bridge Wealth, Inc.3
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Citigroup Global Markets Inc. news2
LPL Financial LLC news2
N.N.A.i.a2
Arcanum Capital Management LLC1
Cdt Capital Wealth Advisory LLC1
Citizens Securities, Inc.1
Equitable Advisors, LLC news1
Haystack Financial Planning1
Lincoln Investment1
MML Investors Services, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Nfsg Corporation1
Northwestern Mutual Investment Services, LLC1
Private Advisor Group, LLC1
Raymond James Financial Services Advisors, Inc. news1
Strategic Advisers LLC1
Stronghold Capital Partners LLC1

Advisors in Syosset, A to Z

CFP advisors in Syosset →

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 Syosset, NY?

59 investment adviser representatives are registered at firm offices in Syosset, New York, according to the SEC's Investment Adviser Public Disclosure records. 35 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Syosset?

Legacy Edge Advisors, with 9 registered advisors in Syosset, followed by Spirit Of America Management Corp. with 7.

How do I check a financial advisor in Syosset?

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.