Financial Advisors in New York
Browse verified, SEC-registered advisors, CFPĀ® professionals, and fiduciaries in New York. All data sourced from public regulatory databases.
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Advisors in New York
View all 17402+ āMichael Walthall
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
New York, NY
ARCHANA CHOKSHI
TRUMID FINANCIAL LLC
New York, NY
WILLIAM BARKER
WALL STREET ACCESS
New York, NY
STEVEN BECKER
STATE FARM VP MANAGEMENT CORP.
Schenectady, NY
John Berkery
LPL FINANCIAL LLC
Syracuse, NY
STEVEN BECKER
CHARLES SCHWAB & CO., INC.
New York City, NY
JORDAN BARKER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
New York, NY
Ryan Barker
BOFA SECURITIES, INC.
New York, NY
CAROLINE ARMSTRONG
CITIGROUP GLOBAL MARKETS INC.
New York, NY
Finding a Financial Advisor in New York
AdvisorFinders maintains a complete registry of financial advisors registered in New York, sourced directly from the SEC's Investment Adviser Registration Depository (IARD) and FINRA's BrokerCheck database. All listings are based on public regulatory data and updated regularly.
When choosing a financial advisor in New York, we recommend starting with advisors who hold fiduciary status, meaning they are legally required to act in your best interest. You can also filter by CFPĀ® certification, which indicates a rigorous financial planning credential.
Not sure where to start? Read our guide to fiduciary advisors or how to prepare for your first meeting.