Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Woodbury, NY
Every SEC-registered investment adviser representative at a firm office in Woodbury, with the firms that employ the most of them.
The short answer
223 registered advisors work in Woodbury; the most are at Vanderbilt Advisory Services (76). 25 list the CFP designation and 200 are also registered broker representatives.
Firms with the most advisors in Woodbury
Advisors in Woodbury, A to Z
CFP advisors in Woodbury →- Shariq T. AliWells Fargo Clearing Services, LLC
- Robert E. AlpertWells Fargo Clearing Services, LLC
- Lawrence E. AndersonSa Asset Management, Inc.
- Daniel Antenor, JrConsolidated Portfolio Review Corp.
- Michael H. ApplebaumVanderbilt Advisory Services
- Michael W. ArabioWells Fargo Clearing Services, LLC
- Isabel C. ArbaizaConsolidated Portfolio Review Corp.
- Christopher A. ArellanoVanderbilt Advisory Services
- Ruth ArriazaVanderbilt Advisory Services
- Thomas D. BaconConsolidated Portfolio Review Corp.
- Jeffrey B. BakerVanderbilt Advisory Services · Certified Financial Planner
- Jordana BarnettMML Investors Services, LLC
- Joseph BartumioliRaymond James & Associates, Inc.
- Heidi Q. BeattieWells Fargo Clearing Services, LLC
- Ronald M. BirnbaumMaxim Financial Advisors LLC
- Jonathan R. BlauFusion Family Wealth, LLC
- Jeff S. BlickFusion Family Wealth, LLC
- Gregory A. BlumMML Investors Services, LLC
- David H. BockVanderbilt Advisory Services
- Alfred L. BoutietteConsolidated Portfolio Review Corp.
- Mark S. BrellisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Hillary E. BrevigVanderbilt Advisory Services · Certified Financial Planner
- Gale A. BrodieVanderbilt Advisory Services
- John W. BrowerVanderbilt Advisory Services
- Jeremy R. BrownVanderbilt Advisory Services
- Thomas W. BruciaCetera Investment Advisers LLC · Certified Financial Planner
- Brian T. CainRaymond James & Associates, Inc.
- Tiffany M. CarrionConsolidated Portfolio Review Corp.
- Gino N. ChiappettaConsolidated Portfolio Review Corp. · Certified Financial Planner
- Simon K. ChungVanderbilt Advisory Services
- Charles T. CiravoloMML Investors Services, LLC
- Michael A. CitronVanderbilt Advisory Services
- Samantha ClarkMML Investors Services, LLC
- James F. Cloudman Jr.Fusion Family Wealth, LLC
- Peter C. CookVanderbilt Advisory Services
- James CorganMML Investors Services, LLC
- Daniel CroweWells Fargo Clearing Services, LLC
- Dennis M. CunninghamWells Fargo Clearing Services, LLC
- Albert M. D'Amato Sr.Vanderbilt Advisory Services
- Donald D. DaltonConsolidated Portfolio Review Corp.
- Giananthony DamascoWells Fargo Clearing Services, LLC
- Michele J. DelsordoConsolidated Portfolio Review Corp.
- Robert J. Demelfi Sr.Trident Advisors LLC
- Zachary S. DeminnoVanderbilt Advisory Services
- Robert G. DiamondMML Investors Services, LLC
- John D. DickeyVanderbilt Advisory Services
- Ross E. DidiaVanderbilt Advisory Services
- Monroe M. Diefendorf Jr.Consolidated Portfolio Review Corp. · Chartered Financial Consultant
- Stephen A. DistanteVanderbilt Advisory Services
- Howard J. DouglasConsolidated Portfolio Review Corp. · Chartered Financial Consultant
- Lionel J. Edmonson IIIConsolidated Portfolio Review Corp. · Certified Financial Planner
- Robert W. Eldridge Jr.Consolidated Portfolio Review Corp.
- Michael D. EvansVanderbilt Advisory Services
- Frank J. FavaVanderbilt Advisory Services
- Joan M. FerraraRaymond James & Associates, Inc.
- Gerald B. FershtmanMaxim Financial Advisors LLC
- Diana L. FletcherVanderbilt Advisory Services · Certified Financial Planner
- Eric M. FlowersMML Investors Services, LLC
- Edward P. Flynn Sr.Trident Advisors LLC
- Lynne FordVanderbilt Advisory Services
- Salvatore A. FradellaMaxim Financial Advisors LLC
- Robert J. FusaroWells Fargo Clearing Services, LLC
- John J. FuschilloWells Fargo Clearing Services, LLC
- Daryll J. GanzVanderbilt Advisory Services
- Lawrence GiambalvoWells Fargo Clearing Services, LLC
- Joseph S. GiordanoVanderbilt Advisory Services
- Elana GofmanMorgan Stanley
- Barry L. GoldbergFisher Investments
- Craig A. GoldbergWells Fargo Clearing Services, LLC
- Edward S. GoldfarbWells Fargo Clearing Services, LLC
- Philip B. GoldfarbMg Planning Services, Inc.
- Eric J. GoldsmithMML Investors Services, LLC
- Brett I. GoldsteinVanderbilt Advisory Services
- Michael GonzalesVanderbilt Advisory Services
- Kathy J. GordonVanderbilt Advisory Services
- John F. GormanRaymond James & Associates, Inc.
- Michael E. GormanVanderbilt Advisory Services
- Kenneth R. GreenblattEquitable Advisors, LLC
- Andrew T. GrossmanMaxim Financial Advisors LLC
- Emily M. GunstonWells Fargo Clearing Services, LLC
- Robert D. HalbreinerConsolidated Portfolio Review Corp.
- Yasin HalimiWells Fargo Clearing Services, LLC
- Christopher R. HalveyHeritage Advisory LLC · Chartered Financial Consultant
- Israel HarmanVanderbilt Advisory Services
- Peter G. HawkinsVanderbilt Advisory Services · Certified Financial Planner
- Erik W. HaydenVanderbilt Advisory Services
- Kenneth P. Hewitt Sr.Consolidated Portfolio Review Corp.
- Jeffrey A. HiggsConsolidated Portfolio Review Corp. · Certified Financial Planner
- Theodore M. HirschVanderbilt Advisory Services
- Arnold L. HochstadtWells Fargo Clearing Services, LLC
- Matthew A. HolibaughVanderbilt Advisory Services · Certified Financial Planner
- Carl J. HollyVanderbilt Advisory Services
- Steven M. HoweConsolidated Portfolio Review Corp.
- Eric T. HuVanderbilt Advisory Services
- Thomas A. JackVanderbilt Advisory Services
- Suzan Luna JaffeVanderbilt Advisory Services · Certified Financial Planner
- Jack T. JohnsonVanderbilt Advisory Services
- Joseph H. JohnsonVanderbilt Advisory Services
- Alan D. KahnLPL Financial LLC · Chartered Financial Consultant
- David A. KamletLPL Financial LLC
- Brian L. KatzLPL Enterprise, LLC
- Joseph P. Kazlau IVMML Investors Services, LLC
- Thomas J. KellyVanderbilt Advisory Services · Chartered Financial Consultant
- Elise R. KernWells Fargo Clearing Services, LLC
- Richard W. KiddTrident Advisors LLC
- Lisa J. KielmeyerJ.P. Morgan Securities LLC
- Michael S. KinstlerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nicole L. KinstlerWells Fargo Clearing Services, LLC
- Sam KodariVanderbilt Advisory Services
- Scott J. KohenMML Investors Services, LLC
- Matthew A. KroinUBS Financial Services Inc.
- Charles K. LadenheimWells Fargo Clearing Services, LLC
- Scott LaffieMML Investors Services, LLC · Certified Financial Planner
- Nicole LauriaVanderbilt Advisory Services
- Gifford LeeWells Fargo Clearing Services, LLC
- Irving T. LeeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John A. LimongelliPark Avenue Securities LLC
- David S. LitrasVanderbilt Advisory Services
- Franz P. LoeberVanderbilt Advisory Services
- Samantha J. LompadoConsolidated Portfolio Review Corp.
- Indira LoweWells Fargo Clearing Services, LLC
- Gang LuConsolidated Portfolio Review Corp.
- Ryan MacdonellMML Investors Services, LLC
- Trevor W. MacmeekinMML Investors Services, LLC
- Fariba Z. MadisonVanderbilt Advisory Services
- Michelle A. MalacinskiVanderbilt Advisory Services
- Charles J. MargiassoWells Fargo Clearing Services, LLC
- Nelson R. MatzenForvis Mazars Wealth Advisors, LLC · Certified Financial Planner
- Larry D. Mazzoni Jr.Maxim Financial Advisors LLC
- Christopher E. McClureVanderbilt Advisory Services
- Kenneth R. McDonaldMaxim Financial Advisors LLC
- Peter MilankovicMML Investors Services, LLC
- Mark R. MillerVanderbilt Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Matthew MillerConsolidated Portfolio Review Corp.
- Beverly A. MingolaVanderbilt Advisory Services
- Max J. MintzVanderbilt Advisory Services
- Syed J. MohsinVanderbilt Advisory Services
- Joseph MooreMML Investors Services, LLC
- Daniel H. MorrisVanderbilt Advisory Services
- David B. MosensonAmeritas Advisory Services, LLC
- Francis M. MulladyCetera Investment Advisers LLC
- Scott P. MulladyArkadios Wealth Advisors
- James J. MurphyWells Fargo Clearing Services, LLC
- Kevin M. MurphyVanderbilt Advisory Services
- Jonathan NassimiMML Investors Services, LLC
- Christopher J. NataleConsolidated Portfolio Review Corp.
- Chad NeaultVanderbilt Advisory Services · Chartered Financial Analyst
- David J. NelsonWells Fargo Clearing Services, LLC
- Hendry NurjadiMML Investors Services, LLC
- Kyle P. O'KeefeWells Fargo Clearing Services, LLC
- Deanna L. O'NealVanderbilt Advisory Services
- William S. PaddorVanderbilt Advisory Services
- Diana C. PalmieriVanderbilt Advisory Services
- Craig PaloscioMML Investors Services, LLC
- Thomas C. PalumboConsolidated Portfolio Review Corp. · Chartered Financial Consultant
- Manoj K. PaulLPL Financial LLC
- David D. PeltonWells Fargo Clearing Services, LLC
- Sabrina PetersonVanderbilt Advisory Services · Certified Financial Planner
- Carli S. PiccolellaConsolidated Portfolio Review Corp.
- Jonathan N. PolakoffWells Fargo Clearing Services, LLC
- Ralph S. PowellConsolidated Portfolio Review Corp.
- Olivia T. PrashadLPL Enterprise, LLC
- Robert PrusiewiczMML Investors Services, LLC
- Eric P. RabaskasVanderbilt Advisory Services
- Harvey L. RadlerFusion Family Wealth, LLC
- Trevor R. RandallConsolidated Portfolio Review Corp. · Certified Financial Planner
- Gary P. RanftleMML Investors Services, LLC
- Warren L. RaumVanderbilt Advisory Services · Certified Financial Planner
- Melissa M. RealiMML Investors Services, LLC
- Matthew S. RendellConsolidated Portfolio Review Corp. · Certified Financial Planner
- Brendan M. ReynoldsWells Fargo Clearing Services, LLC
- Bryan A. RichardsonConsolidated Portfolio Review Corp.
- Quentin L. RobbConsolidated Portfolio Review Corp.
- Evan N. RogdakisMML Investors Services, LLC
- Robert RosenbergMML Investors Services, LLC · Certified Financial Planner
- Sagorica B. RudraLPL Financial LLC
- Joseph SabiaCetera Investment Advisers LLC
- Anthony L. SaccoWells Fargo Clearing Services, LLC
- James M. SanacoreJ.P. Morgan Securities LLC
- Andrew SanbornMML Investors Services, LLC
- Kristin SanguinoConsolidated Portfolio Review Corp.
- Thomas P. SchillingJ.P. Morgan Securities LLC
- Jonathan SchoenbergEagle Strategies LLC · Certified Financial Planner
- Jeffrey R. SilvermanMML Investors Services, LLC
- Paul M. SinalyMML Investors Services, LLC
- Valentina SolomitaVanderbilt Advisory Services
- John P. SpinelliVanderbilt Advisory Services · Certified Financial Planner
- Arthur J. SpringerRaymond James & Associates, Inc.
- Brett D. StantonFusion Family Wealth, LLC
- Stanley B. Starr Jr.Consolidated Portfolio Review Corp.
- Donna M. StefansCetera Investment Advisers LLC
- Marilyn C. StefansCetera Investment Advisers LLC · Certified Financial Planner
- Anirudh D. SulibhaviWells Fargo Clearing Services, LLC
- Eric C. SutliffVanderbilt Advisory Services
- Marco A. TerceroWells Fargo Clearing Services, LLC
- Rosemary TerryVanderbilt Advisory Services
- Gabriel G. TessarTrident Advisors LLC
- Mehul M. ThakkerVanderbilt Advisory Services
- Michelle D. ThomasVanderbilt Advisory Services
- Joseph J. TrifilettiConsolidated Portfolio Review Corp.
- Thomas O. TurnerConsolidated Portfolio Review Corp.
- Cary E. UrichConsolidated Portfolio Review Corp.
- Andrew S. ValloneWells Fargo Clearing Services, LLC
- Salvatore J. ValloneWells Fargo Clearing Services, LLC
- Mario A. VenerosoVeneroso Wealth Management
- Ann Michele VitaleWells Fargo Clearing Services, LLC
- Craig R. WalkerVanderbilt Advisory Services
- Stephen T. WalkerVanderbilt Advisory Services
- Jennefer L. WalshVanderbilt Advisory Services · Certified Financial Planner
- Xiaoyong WangConsolidated Portfolio Review Corp. · Certified Financial Planner
- Michael D. WardVanderbilt Advisory Services
- Matthew I. WarshawRaymond James & Associates, Inc.
- Justin L. WassermanJ.P. Morgan Securities LLC
- Dean R. WeerstraVanderbilt Advisory Services
- Patricia E. WeinshankLPL Financial LLC
- Steven P. WhelanRaymond James & Associates, Inc.
- Paul S. ZaferiouWells Fargo Clearing Services, LLC
- Paul A. ZaferiouWells Fargo Clearing Services, LLC
- Stratis P. ZaferiouWells Fargo Clearing Services, LLC
- Theo ZaferiouWells Fargo Clearing Services, LLC
- Rory J. ZipperMML Investors Services, LLC
- Jonathan H. ZuckerWells Fargo Clearing Services, LLC
- Frank M. ZukowskiVanderbilt Advisory Services
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 228Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124Rye Brook 123
Questions
How many financial advisors are in Woodbury, NY?
223 investment adviser representatives are registered at firm offices in Woodbury, New York, according to the SEC's Investment Adviser Public Disclosure records. 200 of them are also registered as broker representatives, and 25 list the CFP designation.
Which firm has the most financial advisors in Woodbury?
Vanderbilt Advisory Services, with 76 registered advisors in Woodbury, followed by Wells Fargo Clearing Services, LLC with 40.
How do I check a financial advisor in Woodbury?
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.