Business List: Wealth Management in Albany, NY

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Inspire Confidence Group - Ameriprise Financial Services, LLC 80 Wolf Rd First Floor, Albany, NY 12205
51845xxxx0 dns*****@a***.com 5.06
James Watkinson - RBC Wealth Management Financial Advisor 455 Patroon Creek Blvd Suite 200, Albany, NY 12206
51843xxxx7 wms**********@r**.com 5.01 12409 14000
Thornton Wealth Management 3 Atrium Dr Ste 225, Albany, NY 12205
Merrill Lynch Financial Advisor Michael C Swezey 69 State St, Albany, NY 12207
51846xxxx4 bri************@b***.com
Capital Financial Planning, LLC 6 Tower Pl, Albany, NY 12203 51886xxxx0
Edward Jones 2022 Western Ave # 3, Albany, NY 12203
51886xxxx5 acc**********@e**********.com 5 1 86756 98000
Statewide Financial System 1220 Washington Ave, Albany, NY 12226
51845xxxx7 ale*****************@s**.ny 5 2
Macaluso Group 80 State St, Albany, NY 12207
51842xxxx7 dma******@p********.com
Thomas F Wayne - Financial Advisor, Ameriprise Financial Services, LLC 5 Palisades Dr # 320, Albany, NY 12205
51845xxxx0 dns*****@a***.com 5 1
Commercial Capital Training Group, LLC 66 S Pearl St 10th Floor, Suite, Albany, NY 12207
51869xxxx7 and***@c************************.com 4.9 162
Robert E. Lane, CPWA - UBS Financial Services Inc. 8 Southwoods Blvd Suite 207, Albany, NY 12211
51844xxxx5 abc*******@u**.com
WealthOne Advisory 6 Tower Pl, Albany, NY 12203
51886xxxx0 ane***@w****************.com
Garbien Financial Group - Northwestern Mutual 1 Northwestern Blvd, Albany, NY 12211
51845xxxx5 ade********@n*.com 107321 16172 108000
Morgan Legal Group P. C. 90 State St Suite 700A, Albany, NY 12207
51824xxxx9 con****@m************.com 5 23 5 65 2172 5 2100
The Atrium Financial Group 1 Northwestern Blvd, Albany, NY 12211
51897xxxx7 ade********@n*.com 1 1 604 609
Graney & King LLC 623 Loudon Rd, Latham, NY 12110
51878xxxx0 aud**@g*********.com
Morgan Stanley Financial Advisors 80 State St 12th Floor, Albany, NY 12207
51846xxxx1 acc**********@m************.com 5 1
Financial Advisor Albany
Janney Montgomery Scott LLC 7 Southwoods Blvd Ste 200, Albany, NY 12211
51842xxxx7 abc******@j*****.com 5 1 1672 1800
Edward Jones - Financial Advisor: Laura A Sausville 105 Jordan Rd Ste 6, Troy, NY 12180
51867xxxx1 acc**********@e**********.com 5 2 21
5 2
James A Hicks: Primerica - Financial Services 3 Pine West Plaza STE 307, Albany, NY 12205
51825xxxx6 dom*********@p********.com 5 2 148697 3589 159000
Stokes Wealth Solutions 292 Washington Ave Ext #108, Albany, NY 12203
51869xxxx8 mar********@s****************.com
Merrill Lynch Financial Advisor Georgia P Kelly 69 State St, Albany, NY 12207
51846xxxx5 ban********************@m*.com
Purshe Kaplan Sterling Investments 80 State St, Albany, NY 12207
51843xxxx6 acl*****@p********.com
Albany Financial Group-----AJ Amato Wealth Team 80 Wolf Rd Suite 302, Albany, NY 12205
51847xxxx0 ape*********@a**************.com 5.06
Wells Fargo Advisors 4 Tower Pl, Albany, NY 12203
51886xxxx0 ant************@w*****************.com 4.2 5 188701 190000
Steward Partners global Advisory, LLC 677 Broadway, Albany, NY 12207
51841xxxx0 ali***********@s**************.com 5 1 10417 12 10000
MHE Entertainment LLC 158 Orange St, Albany, NY 12206
34722xxxx7 4 1
Merrill Lynch Financial Advisor Michael Wheeler 69 State St, Albany, NY 12207 51846xxxx3
Merrill Lynch Financial Advisor Valerie Rhodes 69 State St, Albany, NY 12207
51846xxxx4 aar**********@s*****.com
Steward Partners 677 Broadway 12th Floor, Albany, NY 12207
51841xxxx0 ali***********@s**************.com 5 1 10417 12 10000
The RW Group - Morgan Stanley 80 State St 12th fl, Albany, NY 12207
51842xxxx5 acc**********@m************.com
Paradigm Funds 9 Elk St, Albany, NY 12207
51843xxxx0 hr@p**************.com
Monthie Law Firm 623 Loudon Rd, Latham, NY 12110
51878xxxx4 phi****@m*********.com 5 121
Merrill Lynch Financial Advisor Robert B Lilley 69 State St, Albany, NY 12207
51846xxxx7 aar**********@s*****.com
Capable Wealth 150 State St 4th floor, Albany, NY 12207
51829xxxx3 inf*@c************.com 5 43
Kate Curcio - RBC Wealth Management Financial Advisor 455 Patroon Creek Blvd Suite 200, Albany, NY 12206
51843xxxx5
Merrill Lynch Financial Advisor Andrew J Bullock 69 State St, Albany, NY 12207
51838xxxx1 ban********************@m*.com
Capital Education Network 132 S Swan St, Albany, NY 12210 51843xxxx7
Merrill Lynch Financial Advisor Curtis Miller 69 State St, Albany, NY 12207
51846xxxx6 dom*****************@b************.com 3.02
Fidelity Investments 59 Wolf Rd, Albany, NY 12205
80048xxxx6 a61****@f*******.com 3.2 19
Merrill Lynch Financial Advisor William T Hazelton 69 State St, Albany, NY 12207
51846xxxx6 ban********************@m*.com
NGB Property Management 501 New Karner Rd Suite 9, Albany, NY 12205
87760xxxx6 baf*****************************@s*****.wixpress 3.9 198 195 3 225
Keystone Financial Management - Brian T. McKee 421 New Karner Rd, Albany, NY 12205
51860xxxx6 bmc***@k**********.com
Bank of America Private Client Advisor John G. Stewart Home Savings Bank Building, 69 State St, Albany, NY 12207
51862xxxx9 ban**********@e****.bankofamerica 3.714
Dutch Asset Corporation 11 N Pearl St #1405, Albany, NY 12207
51847xxxx7 doe*****@d*********.com
Northeast Wealth Management 4 Executive Park Dr, Albany, NY 12203
51843xxxx3 cap********@c*************.com 5 2
AlbanyAdvisor Group 20 Corporate Woods Blvd 4th Floor, Albany, NY 12211
51868xxxx7 doe**@a************.com 5 1
Sgroi Wealth w/ Broadway Advisor Group 368 Broadway 1st Floor, Albany, NY 12207
51847xxxx6 inf*@d*************.org 5 4 40
Graypoint LLC 4 Tower Pl #1001, Albany, NY 12203
51864xxxx0 d@g***********.com 5 1
Wilmington Trust 327 Great Oaks Blvd, Albany, NY 12203
51846xxxx5 dns******@c********.com 5.01
Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services, LLC 80 Wolf Rd First Floor, Albany, NY 12205
51845xxxx0 dns*****@a***.com 5 1
First New York Retirement and Investment Services 2 Wall St suite 1, Albany, NY 12205
51888xxxx1 mem************@f***********.org 1.01 1740 152 1900
John G. Walsh - UBS Financial Services Inc. 8 Southwoods Blvd Suite 207, Albany, NY 12211
51844xxxx3 abc*******@u**.com
Bryan McWayne - Thrivent 125 Wolf Rd Suite 509, Albany, NY 12205
51840xxxx8 5.09
John Gigliello, Albany Financial Group 80 Wolf Rd #301, Albany, NY 12205
51878xxxx0 jgi*******@a**************.com 5 7 5 5 46 52
The Retirement Guy - Johnathan Wilsey, AIF®, CRC®, NSSA®, CSRIC® 20 Corporate Woods Blvd 2nd Floor, Loudonville, NY 12211
51844xxxx2 bow****@b*******************.com
Robert J. McNamara Financial Consultants 132 S Swan St, Albany, NY 12210
51843xxxx3 rjm*@a*.cadaretgrant
Richard Decker 1440 Central Ave, Albany, NY 12205
51845xxxx4 abc*******@c***********.com 5.01
James Whalen III - Morgan Stanley 80 State St 12th fl, Albany, NY 12207
51842xxxx6 acc**********@m************.com
The LOSAP Group 455 Patroon Creek Blvd Suite 200, Albany, NY 12206
51843xxxx3 wms**********@r**.com 5.02 12409 14000
College Aid Planning Associates Inc 4 Executive Park Dr #18, Albany, NY 12203
51843xxxx2 3 2
Broadview Wealth Management 4 Winners Cir, Albany, NY 12205
51878xxxx9 add****@e******.com 4 7
Bonanno Michael 250 Osborne Rd Suite 1, Albany, NY 12205
51843xxxx5 ber***************@c*************.com 5 1
Bryant Asset Management 1280 New Scotland Rd, Slingerlands, NY 12159
51843xxxx1 bam@b*************.com 5.01 107 114
Thomas Brockley - RBC Wealth Management Financial Advisor 455 Patroon Creek Blvd, Suite 200, Albany, NY 12206
51843xxxx5 tho************@r**.com 54 22 29
1 1
George Brown - Raymond James 100 Great Oaks Blvd #111, Albany, NY 12203
51886xxxx0 aar**********@r***********.com 5.01 17457 18000
Raymond James Financial Services 1705 Central Ave, Albany, NY 12205
51886xxxx9 inv**************@r***********.com 5.01 17457 18000
Bell Financial 2 Pine West Plaza #203, Albany, NY 12205
51843xxxx1 coh****@b************.biz 5 1
Rosemont Financial Group: Judith K. Odell 18 Corporate Woods Blvd, Albany, NY 12211 51862xxxx9
Pollard, Bryan & Carl Wealth Management of Janney Montgomery Scott LLC 7 Southwoods Blvd Ste 200, Albany, NY 12211
51858xxxx0 aha***@j*****.com
UBS Financial Services Inc. 8 Southwoods Blvd Suite 207, Albany, NY 12211
51843xxxx0 abc*******@u**.com 5 1
435 Financial 840 Kenwood Ave, Slingerlands, NY 12159 51859xxxx7 5 2
518 Apartments 298 Lark St, Albany, NY 12210
51841xxxx0 3.5 6
Robert Wright - UBS Financial Services Inc. 8 Southwoods Blvd Suite 207, Albany, NY 12211
51844xxxx8 abc*******@u**.com
Richard F White - Morgan Stanley 80 State St 12th fl, Albany, NY 12207
51842xxxx5 int**********@m************.com 5 1
Edward Jones - Financial Advisor: Gini Iarusso 1971 Western Ave Suite 5, Albany, NY 12203
51860xxxx9 acc**********@e**********.com 5 2 86756 98000
Raymond James Financial Services 100 Great Oaks Blvd #111, Albany, NY 12203 51886xxxx0 5.01
Trimarc Wealth Management 126 State St, Albany, NY 12207
51851xxxx8 dtr*******@t********.com
Merrill Lynch Financial Advisor Paul Stento 69 State St, Albany, NY 12207
51846xxxx3 ban********************@m*.com
Generations Planning Group, LLC 2020 Western Ave, Albany, NY 12203
51838xxxx0 5 2
Mussett Wealth Management 579 N Greenbush Rd, Rensselaer, NY 12144
51832xxxx4 hel**@m************.com 4.5 2 57 2 54
Pombo Wealth Management 6 Automation Ln, Albany, NY 12205
51851xxxx0 epo***@p*************.com 5.02
Jeffrey Miller - Financial Advisor, Ameriprise Financial Services, LLC 4 Atrium Dr # 200, Albany, NY 12205
51894xxxx9 dns*****@a***.com
BA Property Management, Inc. 363 Ontario St #8942, Albany, NY 12208
51821xxxx8 ben@b**********.com 3.9 22
George Amedore III - Financial Advisor, Ameriprise Financial Services, LLC 80 Wolf Rd First Floor, Albany, NY 12205
51845xxxx0 dns*****@a***.com 5.06
The Di Bella Financial Group, LLC. 5 Washington Square 1st Floor, Albany, NY 12205
51864xxxx4 inf*@t*********.com 5.01
Red Bark Property Management 67 Ontario St, Albany, NY 12206
51888xxxx8 con****@r********.com
Curran Wealth Management and Curran Investment Management 30 S Pearl St, Albany, NY 12207
51839xxxx0 ami*****@c********.com 5 1
Paradigm Capital Management Inc 9 Elk St, Albany, NY 12207
51843xxxx0 bba****@p**************.com
Northwestern Mutual 1 Northwestern Blvd, Albany, NY 12211
51878xxxx1 abb*****@n*****************.com 3.7 9
Brown Investment Strategies 100 Great Oaks Blvd, Albany, NY 12203 51886xxxx0 5.01
SEFCU Wealth Management Services 655 Patroon Creek Blvd, Albany, NY 12206 51846xxxx0
Moroukian Wealth Management Group 5 Computer Dr W, Albany, NY 12205
51845xxxx0 jen**********@l**.com 5 2
ADK Wealth Management Group 455 Patroon Creek Blvd Suite 200, Albany, NY 12206
51843xxxx0 5
Alissa Quinn - UBS Financial Services Inc. 8 Southwoods Blvd Suite 207, Albany, NY 12211
51844xxxx3 5.01
Sausville Benson Financial 24 Aviation Rd, Albany, NY 12205
51859xxxx2 aki**@s**************.com 5 7
ShestheBudgetGuru
51861xxxx9 nis****@s****************.com 5 4 9600
Merrill Lynch Financial Advisor Zachery Freire 69 State St, Albany, NY 12207
51846xxxx8 ban********************@m*.com
The Quinn Wealth Management Group - UBS Financial Services Inc. 8 Southwoods Blvd Suite 207, Albany, NY 12211
51844xxxx3
Fagan Associates 767 Hoosick Rd, Troy, NY 12180
51827xxxx4 4.6 5
Copper Club 51 Elm St, Albany, NY 12202
51890xxxx6 3.7 3
Teri Schuerlein - RBC Wealth Management Financial Advisor 455 Patroon Creek Blvd Suite 200, Albany, NY 12206
51843xxxx0 wms**********@r**.com 3.07 12409 14000
Burke Coleman, CIMA, CPWA, CRPS - UBS Financial Services Inc. 8 Southwoods Blvd Suite 207, Albany, NY 12211
51844xxxx5 abc*******@u**.com
Melissa Mirabile, CRPS - UBS Financial Services Inc. 8 Southwoods Blvd Suite 207, Albany, NY 12211
51844xxxx4 abc*******@u**.com
Real Capital Group, LLC - Property Management 90 State St #700, Albany, NY 12207
80027xxxx8 ang*********@5********.com 4 71
Merrill Lynch Financial Advisor James V O'Connor 69 State St, Albany, NY 12207
51846xxxx7 aar**********@s*****.com
Thoroughbred Advisors - Financial Advisors 421 Troy-Schenectady Rd, Latham, NY 12110
51860xxxx8 bmc******@t*******************.com 5 9
Charles Schwab 677 Broadway, Albany, NY 12207
51845xxxx0 app*******************@s*****.com 3 7
Empire Financial Associates LLC 1832 Western Ave, Albany, NY 12203
51845xxxx0 bri************@l**.com 5.01
Merrill Lynch Financial Advisor Jayson M Tanzman 69 State St, Albany, NY 12207 51846xxxx6
Merrill Lynch Wealth Management 69 State St, Albany, NY 12207
51846xxxx0 ban********************@m*.com 3 2
3 2
Albany Financial Planning 127 N Allen St, Albany, NY 12206
51830xxxx0 4 1
Peter Gregory - RBC Wealth Management Financial Advisor 455 Patroon Creek Blvd Suite 200, Albany, NY 12206
51843xxxx2 wms**********@r**.com 12409 14000
David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC 4 Atrium Dr # 200, Albany, NY 12205
51838xxxx0 col*************@a***.com
Curran Wealth Management 30 S Pearl St, Albany, Ny 12207
51839xxxx0 epa******@c********.com 31
S.M. Miller & Associates - Ameriprise Financial Services, LLC 4 Atrium Dr # 200, Albany, NY 12205
51894xxxx9 dns*****@a***.com
ZoNo Property Management 194 Washington Ave Suite 615, Albany, NY 12210
51848xxxx8 con****@p*************.org 2.3 3
Independent Family Office LLC 123 Great Oaks Blvd, Albany, NY 12203 51845xxxx0 5.01
Wentworth Financial Partners 18 Corporate Woods Blvd 4th Floor, Suite 400, Albany, NY 12211
85575xxxx3 dke*******@w**********.com 5 1
Merrill Lynch Financial Advisor Michael Barnes 69 State St, Albany, NY 12207
51846xxxx4 aar**********@s*****.com
Albany Financial Group 80 Wolf Rd #301, Albany, NY 12205
51878xxxx0 aja****@l**.com 5 2 5 5 46 52
Albany Wealth Management Group - UBS Financial Services Inc. 8 Southwoods Blvd Ste 207, Albany, NY 12211
51844xxxx0 abc*******@u**.com
Nikki Haskins - RBC Wealth Management Financial Advisor 455 Patroon Creek Blvd Suite 200, Albany, NY 12206
51843xxxx7 dav********@r**.com 65 2 66
Smith Property Management LLC 181 N Allen St, Albany, NY 12206 51822xxxx4
Atlas Private Wealth Management, LLC 3 Atrium Dr Suite 265, Albany, NY 12205
51848xxxx7 cco@a*******.com 182 23 177
The Hudson River Group - Morgan Stanley 80 State St 12th fl, Albany, NY 12207
51846xxxx1 acc**********@m************.com
BlueHouseCompanies, LLC 352 New Scotland Ave, Albany, NY 12208
51829xxxx1 inf*@b**********.com 2.4 25
Matthew Gentile - Associate Financial Advisor, Ameriprise Financial Services, LLC 80 Wolf Rd First Floor, Albany, NY 12205
51845xxxx0 dns*****@a***.com
AllSquare Wealth Management, LLC 200 Great Oaks Blvd Suite 219, Albany, NY 12203
51845xxxx0 dan***@a**************.com
RBC Wealth Management Branch - Capital Region 455 Patroon Creek Blvd Suite 200, Albany, NY 12206
51843xxxx0 wms**********@r**.com 5.01 12409 14000
Spring Street Financial 1 Northwestern Blvd, Albany, NY 12211
51894xxxx2 adm*******@c*****.com 5 1 313 559
Bouchey Financial Group, Ltd. 1819 5th Ave, Troy, NY 12180
51872xxxx3 bht**@b******.com 5 6 865 50 880
Capitol Hill Management Services, Inc. 230 Washington Ave Ext Suite 101, Albany, NY 12203
51846xxxx4 aap@c******.com 4.3 7 532 59 547
mercury financial advisors 223 S Manning Blvd, Albany, NY 12208
51836xxxx4 san****@m************.com 5.01
Rosemont Financial Group 18 Corporate Woods Dr, Albany, NY 12211
51862xxxx3 and***@r*********.com 4.9 29
Commonwealth Financial Network 2 Executive Park Dr, Albany, NY 12203
51843xxxx8 cfn*************@c***********.com 5.02
Edward Jones - Financial Advisor: James D Merrill 1777 Western Ave, Albany, NY 12203
51886xxxx5 a.j*********@e**********.com 3.02
Atlas Private Wealth Management, Llc 3 Atrium Dr, Albany, NY 12205
51848xxxx7 cco@a*******.com 182 23 177
Private Bank, Bank of America 69 State St 9th Floor, Albany, NY 12207
80045xxxx4 alc***********@b************.com
Halliday Financial Group 14 Corporate Woods Blvd, Albany, NY 12211 86630xxxx0
Greenbush Financial Group 159 Wolf Rd Suite 101, Albany, NY 12205
51847xxxx6 bdu***@g*****************.com 4.9 108
Edward Jones - Financial Advisor: Lisa B Pett, AAMS™ 125 Wolf Rd Ste 505, Albany, NY 12205
51845xxxx1 acc**********@e**********.com 4.01 86756 98000
Merrill Lynch Financial Advisor Harold E Connolly 69 State St, Albany, NY 12207
51846xxxx1 ban********************@m*.com
JM Student Apartments 405 Hudson Ave, Albany, NY 12203
51842xxxx9 asa****@g****.com 3.6 257 606 632