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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Yaphank, NY

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

The short answer

1 registered advisors work in Yaphank; the most are at J.P. Morgan Securities LLC (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Yaphank

FirmAdvisors in Yaphank
J.P. Morgan Securities LLC news1

Advisors in Yaphank, A to Z

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Other cities in New York

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New York 16,682Melville 1,306Rochester 1,007Garden City 827Purchase 772Brooklyn 626Williamsville 510Albany 444Syracuse 443Pittsford 382Buffalo 376Hauppauge 346White Plains 323Cohoes 298Saratoga Springs 269Jericho 261Staten Island 257Latham 252Woodbury 239Amherst 237New York City 211Tarrytown 164Poughkeepsie 143Great Neck 141

Questions

How many financial advisors are in Yaphank, NY?

1 investment adviser representatives are registered at firm offices in Yaphank, New York, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Yaphank?

J.P. Morgan Securities LLC, with 1 registered advisors in Yaphank.

How do I check a financial advisor in Yaphank?

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.