Business List: Wealth Management in New Rochelle, NY

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BNY Mellon Wealth Management White Plains NY 701 Westchester Ave, White Plains, NY 10604
20386xxxx2 jes************@b********.com
Merrill Lynch Wealth Management 114 W 47th St, New York, NY 10036
21238xxxx2 ale*********@m*.com 5 1
Hudson Companies - Financial Planning, Retirement Planning, Wealth Management, Investment Services 15 E Central Ave, Pearl River, NY 10965
84592xxxx0 inf*@h*****.com
RWP Capital 440 Mamaroneck Ave Suite 403, Harrison, NY 10528
91422xxxx5
Susan O'Rourke - Financial Advisor, Ameriprise Financial Services, LLC 1969 Palmer Ave, Larchmont, NY 10538
91484xxxx9 dns*****@a***.com 5 1
Mervyn Boone Jr: Primerica - Financial Services 466 Main St STE 201, New Rochelle, NY 10801
91423xxxx0 aud***********@p********.com 4.8 36 148698 3590 159000
Royal Flush Financial Holdings Inc. 531 E Lincoln Ave #2H, Mt Vernon, NY 10552
91422xxxx7 inf*@r******************.com
One Oak Capital Management, LLC 287 Bowman Ave, Purchase, NY 10577
91420xxxx1 gma*****@o****************.com
Adroit Capital Group 40 Memorial Hwy #22C, New Rochelle, NY 10801
57129xxxx8 adr**************@c*************.com
Hightower Westchester 440 Mamaroneck Ave Suite 506, Harrison, NY 10528
91482xxxx0 htw**@h****************.com 111 4 106
Burchell Wealth Management - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx5 abc*******@u**.com
Paul Bello - Tiaa Wealth Management Advisor 777 Westchester Ave, White Plains, Ny 10604
80084xxxx1 acc******************@t***.org
M2 Asset Management 111 Kraft Ave 2nd Floor, Bronxville, NY 10708
91479xxxx5 mat*******@a*.cadaretgrant
The NOW Project Consulting Group 1940 Palmer Ave, Larchmont, NY 10538 91444xxxx0 5 5
J.P.Morgan Global Wealth Management 345 Park Ave, New York, NY 10154
21227xxxx0 aam***********@j*******.com 4.5 11 116000
Merrill Lynch Wealth Management 805 Northern Blvd, Great Neck, NY 11021
51649xxxx0 ban********************@m*.com 5 3
Hudson River Wealth Management - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx5 abc*******@u**.com
Fifth Set Private Wealth Management LLC 600 Mamaroneck Ave # 400, Harrison, NY 10528
64678xxxx7 ipo**@f*************.com 5.05
Librett Real Estate Group 72 E Main St, New Rochelle, NY 10801
91463xxxx0 dar**@l******.com 4.5 53 295 5 291
The Wealth Protection Organization Inc. 700 White Plains Rd, Scarsdale, NY 10583
91422xxxx0 5.08
UBS Private Wealth Management 299 Park Ave 26th floor, New York, NY 10171
21282xxxx0 aar*******@u**.com 5 1 244000
Mariner Wealth Advisors 2 Overhill Rd #400, Scarsdale, NY 10583
64684xxxx9 aar********@m********************.com
Moreno Capital Management 1290 6th Ave, New York, NY 10104
77456xxxx3 dan***@m***********.com 5 7
Anthony P Longobucco Associates 550 Mamaroneck Ave #402, Harrison, NY 10528
91469xxxx2 ant****@a*************.com
Larchmont Wealth Management 1940 Palmer Ave, Larchmont, NY 10538
91727xxxx3 lar****************@p*********.is 5 1
Metis Capital Management LLC 411 Theodore Fremd Ave Suite 206, Rye, NY 10580
91431xxxx0 a.l*@m******.com 4.5 119 47741 48000
RBC Wealth Management Branch - Jericho-NY 1 Jericho Plaza Suite 202, Jericho, NY 11753
51673xxxx0 rbc*********@r**.com 3.02 12395 14000
Brixton Capital Wealth Advisors 1305 Franklin Ave #300, Garden City, NY 11530
51622xxxx0 c18*****************************@s*****.wixpress 5 2
Berkowitz Wealth Management 220 White Plains Rd #425, Tarrytown, NY 10591
91490xxxx3 bar**@w************.com 5.02
GreenLife Advisors, LLC 500 Mamaroneck Ave, Harrison, NY 10528
91431xxxx5 boy**@g****************.com 5 5 39
New Rochelle Huguenot St, New Rochelle, NY 10802
91420xxxx1 aal*****@n************.com 5 1 8425 2185 9300
Altfest Personal Wealth Management 445 Park Ave 6th floor, New York, NY 10022
21240xxxx0 aal*****@a******.com 5 4
Greenwich Wealth Management 45 E Putnam Ave #128, Greenwich, CT 06830
20361xxxx0 bry**@g**************.com
Modera Wealth Management - Financial Advisors & Financial Planners - New York City, NY 19 W 44th St Suite 1100, New York, NY 10036
91741xxxx8 aar********@m***********.com 93 115
Pelican Management 524 North Ave #5, New Rochelle, NY 10801 91463xxxx0 1.5 8
First Republic Investment Management 1230 6th Ave, New York, NY 10020
21275xxxx5 aa@f************.com 3 3 89989 248 91025
Prentis Wealth Management 280 Park Ave, New York, NY 10020
21295xxxx3 pet**********@w**.com 5 1
Sinnott Management Co 35 Clinton Pl # 1B, New Rochelle, NY 10801 91435xxxx5 4 3
Kuttin Wealth Management - Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63177xxxx5 dns*****@a***.com 4.2 5
Jeffrey Querido - TIAA Wealth Management Advisor 4 Westchester Park Dr #150, White Plains, NY 10604
80084xxxx1 acc******************@t***.org 90986 517 91000
Aspiriant Wealth Management 350 5th Ave # 6420, New York, NY 10118
21282xxxx5 aa@a********.com 130 14 151
Thompson and Thompson Management LLC
92935xxxx4 ath******@t*******.com 4.9 15
Biskup & Bravo 271 North Ave #816, New Rochelle, NY 10801
91457xxxx7 a.d********@b*****.com 5 2
Goldfarb Properties 524 North Ave, New Rochelle, NY 10801
91423xxxx0 ald*****@g*****************.com 3.7 471
Praesidian Capital 2 Madison Ave, Larchmont, NY 10538
21252xxxx0 bma*****@p*********.com
Morgan Stanley Wealth Management 2000 Westchester Ave # 1NC, Purchase, NY 10577
91422xxxx7 acc**********@m************.com 128
Laura I. Rotter, CFA, CFP , MBA, Financial Advisor - White Plains, NY 500 Mamaroneck Ave # 320, Harrison, NY 10528
91422xxxx2 a@t********************.com 5 8
King David Management 1329A North Ave, New Rochelle, NY 10804
91423xxxx4 jul**@k******************.com 1 5 585461 46
Target Rock Wealth Management 445 Park Ave floor 9, New York, NY 10022
91458xxxx0 adr***@t***************.com 5 2 43
James Van Metter & Associates 81 Pondfield Rd Suite 4, Bronxville, NY 10708
91479xxxx3 jvm@j***********.com
Innovation Partners Wealth Management Group - Stifel 1095 6th Ave 3rd & 4th Floor, New York, NY 10018
21232xxxx2 bau****@s*****.com 5 1 4738 5200
CMC Wealth Management 113 Nethermont Ave, White Plains, NY 10603
91499xxxx4 cat***************@c***********.com 5.02
Merrill Lynch Wealth Management South Tower, 225 Liberty St 38th Floor, New York, NY 10281
80033xxxx4 ale*********@m*.com 4 3
Bailey Nan P 1875 Palmer Ave # 206, Larchmont, NY 10538 91483xxxx5
Strategies for Wealth 800 Westchester Ave # N409, Rye Brook, NY 10573
91428xxxx0 a.p*******@s******************.com 5 1
Smart's Management & Consulting Associates, LLC 7 The Ct, New Rochelle, NY 10801
91456xxxx4 sma*******@a**.com 185 191
Nunez Wealth Management Inc 4162A White Plains Rd, Bronx, NY
92928xxxx1 abb**@c*******.com
5 7
George Haydock - TIAA Wealth Management Advisor 4 Westchester Park Dr #150, White Plains, NY 10604
80084xxxx1 acc******************@t***.org
Chase Bank 270 North Ave, New Rochelle, NY 10801
91457xxxx8 abc*******@c****.com 3.2 41
3 41
Voice Wealth Management 370 E 76th St ste 1805-b, New York, NY 10021
64663xxxx0 joh*******@v**********.com
Ocean Ridge Capital Advisors, LLC 56 Harrison St #203a, New Rochelle, NY 10801
91423xxxx5 bsc***@o****************.com 5.03
Hilton Capital Management 1010 Franklin Ave #300a, Garden City, NY 11530
51669xxxx0 and******@h**********************.com 3 2
Rienas & Brown Wealth Management 399 Knollwood Rd Ste 212, White Plains, NY 10603
91423xxxx0 ann*********@a***.com 3 2
Merrill Lynch Wealth Management 1325 Franklin Ave 4th Floor, Garden City, NY 11530
51687xxxx0 ban********************@m*.com 5 2
Merrill Lynch Wealth Management 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx0 ale*********@m*.com 5 1
Paradigm Asset Management Co 445 Hamilton Ave, White Plains, NY 10601
21277xxxx0 edu***@p************.com 3.5 2
Cause of Capital LLC 173 Huguenot St, New Rochelle, NY 10801
91436xxxx2 nm@c*************.com
Williams Jones Wealth Management 717 5th Ave 11th Floor, New York, NY 10022
21293xxxx0 doe**@w************.com 4.8 5
LPL Financial 56 Harrison St, New Rochelle, NY 10801
21249xxxx0 ada*@f*********.com 839 2 860
Blue Line Wealth Management 500 Express Dr S #100, Brentwood, NY 11717
63161xxxx1 cou**************@l**.com 5.019
Chase Bank 45 Quaker Ridge Rd, New Rochelle, NY 10804
91463xxxx3 abc*******@c****.com 3.7 6
4 4
Yoshida Wealth Management, Inc. 50 Main St Apartment 1000, White Plains, NY 10606
21268xxxx6 inf*@d*************.org
RBC Wealth Management Branch - New York Metro 1211 6th Ave Suite 3300, New York, NY 10036
21270xxxx0 wms**********@r**.com 3.6 5 14203 16000
Brenkovich Financial Management 910 E Boston Post Rd #203, Mamaroneck, NY 10543
91463xxxx0 joh*@b******.com
Safran Wealth Advisors, LLC 641 Lexington Ave 14th floor, New York, NY 10022
21232xxxx0 esa****@s*******************.com 5 2
Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services, LLC 201 W Passaic St Ste 103, Rochelle Park, NJ 07662
20184xxxx1 dns*****@a***.com 5 1
Vista Wealth Management - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx8 abc*******@u**.com
Opus: Advice First - Ameriprise Financial Services, LLC 440 Mamaroneck Ave Ste 401, Harrison, NY 10528
91469xxxx0 and***********@a***.com 221 10 228
Rightirement Wealth Partners 440 Mamaroneck Ave n403, Harrison, NY 10528
91422xxxx6 ash***@r***********.com
McMahon Sable Wealth Management Group - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx2 abc*******@u**.com
Edward Jones - Financial Advisor: Keith Underwood 20 Cedar St Suite 105, New Rochelle, NY 10801
91421xxxx8 a.j*********@e**********.com 86759 98000
Nardi & Muratore with Kingswood Wealth Advisors 800 Westchester Ave STE 313, Rye Brook, NY 10573
64630xxxx3 ana***@k**********.com
Landmark Wealth Management, LLC. 95 Broadhollow Rd Suite 102, Melville, NY 11747
63192xxxx5 aar**@l*****************.com 5 2
Charles Schwab 200 E 79th St, New York, NY 10075
21245xxxx0 ian***********@s*****.com 3.6 7
Household Affairs Management 61 Bayberry Ln, New Rochelle, NY 10804
91463xxxx1 car**@h**********************.com 5 1
Primerica 10 S Division St, New Rochelle, NY 10805
91458xxxx0 a.-*******************@p********.com 4.836 148698 3590 159000
Aspire Advisors, LLC 2975 Westchester Ave #114, Purchase, NY 10577
87776xxxx0 a*y*@a****************.com
NMC Property Management 629 Fifth Ave #216, Village of Pelham, NY 10803
91436xxxx0 inf*@n************.com 4.7 19
Vento Tax & Wealth Management Group 95 New Dorp Ln, Staten Island, NY 10306
71898xxxx0 inf*@v*******.com 5 3 86 2 115
DSG Advisory CPA, PLLC 173 Huguenot St Suite 200, New Rochelle, NY 10801
91438xxxx2 inf*@d*************.com
The Levy Wealth Management Group - Morgan Stanley 2000 Westchester Ave 1-NC (914) 225-7111, Purchase, NY 10577
acc**********@m************.com 4.413
Regency Wealth Management 500 Franklin Turnpike #212, Ramsey, NJ 07446
20144xxxx0 aan****@r************.com 5 1
Paul Bello - TIAA Wealth Management Advisor 4 Westchester Park Dr #150, White Plains, NY 10604
80084xxxx1 acc******************@t***.org
The Wang Group Wealth Management of Raymond James & Associates 3333 New Hyde Park Rd #203, New Hyde Park, NY 11042
51634xxxx0 5 2
Ffriend Enterprises Ltd 99 Bayeau Rd #1, New Rochelle, NY 10804
21221xxxx6 iff*****@n***************.com 5 3
The Centennial Wealth Management Group - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx8 5.03
Investors Intelligence 30 Church St # 4, New Rochelle, NY 10801 91463xxxx2 5.059
Essential Fund Services LLC 270 North Ave #412, New Rochelle, NY 10801 91471xxxx0
Flynn Financial Partners, Ltd. 56 Harrison St Suite 203, New Rochelle, NY 10801
21249xxxx0 ada*@f*********.com 5 60 811 2 829
Schultze Asset Management, LP 800 Westchester Ave Suite S-632, Rye Brook, NY 10573 91470xxxx0
Heydorn Stone Capital Management, LLC 2039 Palmer Ave #202, Larchmont, NY 10538
91475xxxx0 ala**@h***********.com 5.01
Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management 1400 Old Country Rd #408, Westbury, NY 11590
51636xxxx7 ale********@c**************.com 5 15 145 153
Ideal Corporate Funding, Inc. 14 Albert Leonard Rd, New Rochelle, NY 10804
91465xxxx3
Capital Preservation Partners 55 Pondfield Rd, Bronxville, NY 10708
91433xxxx2 gab******@c**.bz 5 2
KS CAPITAL MANAGEMENT, INC. 365 W Passaic St Ste #275, Rochelle Park, NJ 07662
20184xxxx0 ach**@k********.com 5.01
Stonebrook Wealth Management 3010 Westchester Ave, Purchase, NY 10577
91482xxxx0 joe@s***************.com
Huvane Wealth Management Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10171
21262xxxx4 abc*******@u**.com 5 1
Abundant Wealth Management
20366xxxx1 asw****@a**************.com
Seasons of Advice Wealth Management 120 W 45th St, New York, NY 10036
21297xxxx1 aki******@s********.com 5 2
Main Street Financial LLC 550 Mamaroneck Ave #402, Harrison, NY 10528
91424xxxx3 cbe****@m**************.com
Altium Wealth Management, LLC 2500 Westchester Ave #210, Purchase, NY 10577
87778xxxx4 aco*******@a***********.com 5 2
Katz Wealth Management - UBS Financial Services Inc. 1285 6th Ave, New York, NY 10019
21271xxxx1 ale*******@u**.com
Alfadell Enterprise LLC 20 Cedar St Apartment 102, New Rochelle, NY 10801
91474xxxx6 c18*****************************@s*****.wixpress 5 1
Merrill Lynch Wealth Management 75 Rockefeller Plaza, New York, NY 10019
21241xxxx0 ale*********@m*.com 3 2
Merrill Lynch Financial Advisor Paul J McKirgan 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx1 ban********************@m*.com 5 1
S w Management LLC 145 Huguenot St # 503, New Rochelle, NY 10801 91463xxxx0 2 20
7 Figures Funding North NYC 173 Huguenot St Suite 200, New Rochelle, NY 10801
91734xxxx3 inf*@7*******.com 1200
Merrill Lynch Financial Advisor Jaime Goodman 114 W 47th St 14th Floor, New York, NY 10036
91468xxxx6 bro*********@m*.com
Silvercrest Asset Management 1330 6th Ave # 38, New York, NY 10019
21264xxxx0 aba*****@s***************.com 5 1
Palisades Hudson Financial 2 Overhill Rd, Scarsdale, NY 10583
91472xxxx0 aly***@p**************.com
MM Wealth Management - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx0 abc*******@u**.com
Modera Wealth Management - Financial Advisors & Financial Planners - Rye Brook, NY 800 Westchester Ave n641, Rye Brook, NY 10573
91423xxxx3 aar********@m***********.com 90 110
Evercore Wealth Management LLC 55 E 52nd St, New York, NY 10055
21282xxxx0 5 2
eensight 1889 Palmer Ave, Larchmont, NY 10538
91483xxxx5 cal*****@e*******.com 5 6 23
ACK Asset Management 2 Overhill Rd #400, Scarsdale, NY 10583
91422xxxx8 aag*****@a*******.com
Apogee Wealth Advisors 480 N Bedford Rd suite 3201, Chappaqua, NY 10514
21225xxxx7 kki*****@a*******************.com
Rockefeller Capital Management 45 Rockefeller Plaza 5th Floor, New York, NY 10111
21254xxxx0 abu***@r*****.com 4.3 3
Creative Planning 152 W 57th St 24th Floor, New York, NY 10019
21299xxxx6 a.j******@c***************.com 3 14 6389 128 7300
Nunez Wealth Management Inc 4162A White Plains Rd, Bronx, NY 10466
92928xxxx1 mig*********@n**********.com 5 8
Dillon Frame - TIAA Wealth Management Advisor 4 Westchester Park Dr #150, White Plains, NY 10604
80084xxxx1 acc******************@t***.org
Tortoise Investment Management, LLC 2 Westchester Park Dr #215, White Plains, NY 10604
91468xxxx4 and***@t*****************.com 5.02
Next Level Private 500 Mamaroneck Ave Suite 501, Harrison, NY 10528
91443xxxx5 bar**********@n*********.com
BlackDiamond Wealth Management 12 E 49th St 11th floor, New York, NY 10017
21278xxxx9 deb********@b*****************.com 5 2 5 7 100
Edward Jones - Financial Advisor: Vaughn Childre 109 Montgomery Ave Ste 202, Scarsdale, NY 10583
91471xxxx6 a.j*********@e**********.com
5 1
Wealthspire Advisors 521 5th Ave 15th Floor, New York, NY 10175
80099xxxx6 abb******@w**********.com 5 42 101 128
Financial Asset Management Corporation 26 S Greeley Ave, Chappaqua, NY 10514
91423xxxx0 cat**@f*************.com 5.03 5 17 216 19 217
Prima Capital Advisors 2 Overhill Rd # 215, Scarsdale, NY 10583
91472xxxx0 b@p************.com
Larchmont Wealth Management 1940 Palmer Ave, Larchmont, NY
91727xxxx3 lar****************@p*********.is
Northwestern Mutual Wealth Management Company: Chandresh Shah 50 Main St #1520, White Plains, NY 10606 91436xxxx3
Davidson Kempner Capital Management LP 520 Madison Ave, New York, NY 10022
21244xxxx0 dkc************@d**.com 3.8 4
Altium Wealth Management, LLC 2500 Westchester Ave, Purchase, NY 10577
87778xxxx4 aco*******@a***********.com
5 2
JL Wealth Management Group 1211 6th Ave Suite 3300, New York, NY 10036
21270xxxx5 rbc*********@r**.com 14777 16000
Cannon Wealth Solutions 600 Mamaroneck Ave # 400, Harrison, NY 10528
91451xxxx0 rob***@c********************.com 5 3
Aragona Financial Strategies 81 Pondfield Rd, Bronxville, NY 10708
91433xxxx4 ara*************@g****.com
Bessemer Trust Private Wealth Management New York NY 1271 6th Ave, New York, NY 10020
21270xxxx0 Leg**@B*******.com 5 1
Flagstar Private Banking in the Quaker Ridge Mall, 1C Quaker Ridge Rd, New Rochelle, NY 10804
91471xxxx4 a.d******@f*******.com 5 1
John G. Meitner - RBC Wealth Management Financial Advisor 1211 6th Ave Suite 3300, New York, NY 10036
51673xxxx6 wms**********@r**.com 14777 16000
Joseph L Soricelli Insurance and Financial Services 4419 White Plains Rd 1st Floor, Bronx, NY 10470
71876xxxx6 jos*************@j***************.com
SB Harris Capital, LLC 173 Beechwood Ave, New Rochelle, NY 10801 91472xxxx5
AJF Capital Management, Inc. 708 3rd Ave #2011, New York, NY 10017
21277xxxx9 fxx************@a*********.com 4 4
Empire Wealth Management 162 Withers St # 1, Brooklyn, NY 11211 71838xxxx0
Ritholtz Wealth Management
21262xxxx0 ada*@r*************.com 3.3 21
The Westchester Group - Morgan Stanley 2000 Westchester Ave #1nc, Purchase, NY 10577
91422xxxx9 acc**********@m************.com 4.413
TaxAssurances, LLC 8 Sickles Ave, New Rochelle, NY 10801
91427xxxx1 kmu****@t************.com 4.9 87
Gamco Asset Management Inc 401 Theodore Fremd Ave, Rye, NY 10580
91492xxxx0 abo********@g******.com
KPL Financial Group 475 White Plains Rd Suite 28, Eastchester, NY 10709
91422xxxx4 ako***@k****.com 5.02
Private Wealth Management | U.S. Bank 1095 6th Ave 15th Floor, New York, NY 10036
83396xxxx7 aar************@u*****.com 2.5 4 5510 348000
SHR WEALTH MANAGEMENT LLC 1615 Northern Blvd Ste 304, Manhasset, NY 11030
51691xxxx6 aki*@o**********.com
Bankers Conseco Life Insurance Company 271 North Ave #610, New Rochelle, NY 10801
92924xxxx3 abc***@b**********.com 4.5 51
Longo Financial Services 1385 Boston Post Rd, Larchmont, NY 10538
91490xxxx0 mlo***@l*************.com
Melissa Levine, CFP 500 Mamaroneck Ave # 320, Harrison, NY 10528
21268xxxx5 mel****@p*********.com
5C Capital Management, LLC 707 Westchester Ave Suite 210, White Plains, NY 10604
34733xxxx8 ako********@5*******.com 293
Forteris Wealth Management 200 Business Park Dr, Armonk, NY 10504
91469xxxx0 bfr*@f*************.com 78 82
Weber Asset Management 1983 Marcus Ave # 221, New Hyde Park, NY 11042
80043xxxx3 adm**@w*********.com 98 6 102
Schroders Investment Management N America 7 Bryant Pk, New York, NY 10018
21264xxxx0 abd*********@s********.com 5 3 5974 619 6600
Masterpiece Accounting Services LLC 92 North Ave Suite 4, New Rochelle, NY 10801
91475xxxx2 dat*****************@i****.de 4.9 15 5 11 181 3 189
Peck Wealth Management, LLC 138 Larchmont Ave, Larchmont, NY 10538
91463xxxx4 joh*@p*********.com
Fifth Set Private Wealth Management 600 Mamaroneck Ave, Harrison, NY 10528
64678xxxx7 ipo**@f*************.com