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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Tarrytown, NY

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

150 registered advisors work in Tarrytown; the most are at Citizens Private Wealth (48). 39 list the CFP designation and 118 are also registered broker representatives.

Firms with the most advisors in Tarrytown

FirmAdvisors in Tarrytown
Citizens Private Wealth48
LPL Financial LLC news17
MML Investors Services, LLC16
Cetera Investment Advisers LLC news12
Onyx Bridge Wealth Group LLC12
Commonwealth Financial Network news9
Citizens Securities, Inc.8
Fifth Third Wealth Advisors LLC4
Park Avenue Securities LLC4
Ameriprise Financial Services, LLC news3
Belpointe Asset Management LLC2
Brownson, Rehmus & Foxworth, Inc.2
Lincoln Investment2
Osaic Wealth, Inc. news2
Stratos Wealth Partners, Ltd.2
Cambridge Investment Research Advisors, Inc. news1
Discipline Wealth Solutions, Inc.1
Edward Jones news1
Instrumental Wealth, LLC1
J.P. Morgan Securities LLC news1
LPL Enterprise, LLC news1
Martone Capital Management, Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Midland Wealth Management1
Pinnacle Associates, Ltd.1

Advisors in Tarrytown, A to Z

CFP advisors in Tarrytown →

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 195Poughkeepsie 128Great Neck 124Rye Brook 123

Questions

How many financial advisors are in Tarrytown, NY?

150 investment adviser representatives are registered at firm offices in Tarrytown, New York, according to the SEC's Investment Adviser Public Disclosure records. 118 of them are also registered as broker representatives, and 39 list the CFP designation.

Which firm has the most financial advisors in Tarrytown?

Citizens Private Wealth, with 48 registered advisors in Tarrytown, followed by LPL Financial LLC with 17.

How do I check a financial advisor in Tarrytown?

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.