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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Westbury, NY

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

The short answer

61 registered advisors work in Westbury; the most are at Cetera Investment Advisers LLC (22). 7 list the CFP designation and 56 are also registered broker representatives.

Firms with the most advisors in Westbury

FirmAdvisors in Westbury
Cetera Investment Advisers LLC news22
Thrivent Investment Management Inc.7
LPL Financial LLC news6
Ameriprise Financial Services, LLC news5
LPL Enterprise, LLC news4
B. Riley Wealth Advisors, Inc.2
Dsj Wealth Management LLC2
J.P. Morgan Securities LLC news2
The Florio Wealth Management Group2
Cambridge Investment Research Advisors, Inc. news1
Citigroup Global Markets Inc. news1
Edward Jones news1
Fortis Capital Advisors, LLC news1
Invictus Timing Service Ltd.1
Osaic Advisory Services, LLC news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
UBS Financial Services Inc. news1

Advisors in Westbury, A to Z

CFP advisors in Westbury →

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 Westbury, NY?

61 investment adviser representatives are registered at firm offices in Westbury, New York, according to the SEC's Investment Adviser Public Disclosure records. 56 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Westbury?

Cetera Investment Advisers LLC, with 22 registered advisors in Westbury, followed by Thrivent Investment Management Inc. with 7.

How do I check a financial advisor in Westbury?

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.