Financial ADVSR advisor directory · SEC adviser records
Financial advisors in West Seneca, NY
Every SEC-registered investment adviser representative at a firm office in West Seneca, with the firms that employ the most of them.
38 registered advisors work in West Seneca; the most are at Sgroi Wealth Advisory Group LLC (11). 7 list the CFP designation and 38 are also registered broker representatives.
Firms with the most advisors in West Seneca
Advisors in West Seneca, A to Z
CFP advisors in West Seneca →- David F. BilskiPfs Investments Inc.
- Anthony G. BlastingCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Diane M. BookhagenPfs Investments Inc.
- Brian M. CloudenSgroi Wealth Advisory Group LLC
- John G. CloudenSgroi Wealth Advisory Group LLC
- Matthew CloudenLPL Financial LLC
- Caitlin DeroseMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David A. EnoOsaic Wealth, Inc.
- Jeremy EvensCetera Investment Advisers LLC
- George L. GablePfs Investments Inc.
- Jeffrey L. HaxtonSgroi Wealth Advisory Group LLC · Certified Financial Planner
- Paul K. HutchingsSgroi Wealth Advisory Group LLC
- John A. JesonowskiOsaic Wealth, Inc.
- Peter A. JohnsonOsaic Wealth, Inc.
- Jennifer L. JurekSgroi Wealth Advisory Group LLC · Certified Financial Planner
- Jacob KantorKey Investment Services LLC
- Lawrence M. Kavanaugh Jr.LPL Financial LLC · Chartered Financial Consultant
- Mark E. KlockePfs Investments Inc.
- Joseph P. Loschiavo Jr.LPL Financial LLC
- Mary Juliet D. ManavalanHsbc Securities (USA) Inc.
- Matthew McAnultySgroi Wealth Advisory Group LLC · Certified Financial Planner
- Summer M. McKellarLPL Financial LLC
- Shawn P. McLaughlinSgroi Wealth Advisory Group LLC
- Michael R. MessuroState Farm Investment Management Corp. · Chartered Financial Consultant
- Hayden M. MumbachLPL Financial LLC
- Daniel NagyOsaic Wealth, Inc.
- Ryan P. O'ConnorCetera Investment Advisers LLC · Certified Financial Planner
- James R. OrzechRaymond James Financial Services Advisors, Inc.
- Vincent J. ScarsellaSgroi Wealth Advisory Group LLC · Certified Financial Planner
- Matthew T. ScheffLPL Financial LLC
- Thomas M. SchultzLPL Financial LLC
- Patrick J. SgroiSgroi Wealth Advisory Group LLC
- Charles D. StephanPfs Investments Inc.
- Linda A. SuchockiPfs Investments Inc.
- Sandra J. TurchiarelliSgroi Wealth Advisory Group LLC
- William P. WagnerCetera Investment Advisers LLC
- Carol J. WardPfs Investments Inc.
- Christopher J. WilliamsCetera Investment Advisers LLC · Certified Financial Planner
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 West Seneca, NY?
38 investment adviser representatives are registered at firm offices in West Seneca, New York, according to the SEC's Investment Adviser Public Disclosure records. 38 of them are also registered as broker representatives, and 7 list the CFP designation.
Which firm has the most financial advisors in West Seneca?
Sgroi Wealth Advisory Group LLC, with 11 registered advisors in West Seneca, followed by LPL Financial LLC with 7.
How do I check a financial advisor in West Seneca?
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.