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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Vestal, NY

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

33 registered advisors work in Vestal; the most are at Lesko Securities Inc. (10). 4 list the CFP designation and 33 are also registered broker representatives.

Firms with the most advisors in Vestal

FirmAdvisors in Vestal
Lesko Securities Inc.10
Ameriprise Financial Services, LLC news6
LPL Enterprise, LLC news4
LPL Financial LLC news4
Osaic Wealth, Inc. news3
Commonwealth Financial Network news2
Key Investment Services LLC2
Edward Jones news1
Faithward Advisors, LLC1

Advisors in Vestal, A to Z

CFP advisors in Vestal →

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 Vestal, NY?

33 investment adviser representatives are registered at firm offices in Vestal, New York, according to the SEC's Investment Adviser Public Disclosure records. 33 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Vestal?

Lesko Securities Inc., with 10 registered advisors in Vestal, followed by Ameriprise Financial Services, LLC with 6.

How do I check a financial advisor in Vestal?

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.