Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Valley Stream, NY
Every SEC-registered investment adviser representative at a firm office in Valley Stream, with the firms that employ the most of them.
18 registered advisors work in Valley Stream; the most are at J.P. Morgan Securities LLC (4). 3 list the CFP designation and 14 are also registered broker representatives.
Firms with the most advisors in Valley Stream
| Firm | Advisors in Valley Stream |
|---|---|
| J.P. Morgan Securities LLC news | 4 |
| Complete Advisors | 2 |
| LPL Financial LLC news | 2 |
| Pfs Investments Inc. | 2 |
| Anglia Advisors | 1 |
| Citizens Securities, Inc. | 1 |
| Hornor, Townsend & Kent, LLC | 1 |
| Kaysi Gordon Financial Planning | 1 |
| LPL Enterprise, LLC news | 1 |
| MML Investors Services, LLC | 1 |
| Morgan Stanley news | 1 |
| Strategic Advisers LLC | 1 |
Advisors in Valley Stream, A to Z
CFP advisors in Valley Stream →- Joseph AndracchiStrategic Advisers LLC
- Keith B. BanksLPL Financial LLC
- Simon P. BradyAnglia Advisors · Certified Financial Planner
- Michael S. CaseyJ.P. Morgan Securities LLC
- Selcuk DonmezJ.P. Morgan Securities LLC
- Robert FeinerHornor, Townsend & Kent, LLC
- Kaysian C. GordonKaysi Gordon Financial Planning · Certified Financial Planner
- Debra GreenePfs Investments Inc.
- Shakila D. Hemraj-TseLPL Enterprise, LLC
- Raheel HussainMML Investors Services, LLC · Certified Financial Planner
- Godfrey E. JohnPfs Investments Inc.
- Evan M. LevineComplete Advisors · Chartered Financial Consultant
- Irene MorciglioJ.P. Morgan Securities LLC
- Zahra RizviMorgan Stanley
- Ronney RozarioJ.P. Morgan Securities LLC
- Nainesh A. ShahComplete Advisors · Chartered Financial Analyst
- Adam N. StorkLPL Financial LLC
- Jason J. VaglioCitizens Securities, Inc.
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 Valley Stream, NY?
18 investment adviser representatives are registered at firm offices in Valley Stream, New York, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Valley Stream?
J.P. Morgan Securities LLC, with 4 registered advisors in Valley Stream, followed by Complete Advisors with 2.
How do I check a financial advisor in Valley Stream?
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.