Business List: Wealth Management in Mount Vernon, NY

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Annaly Capital Management Inc 1211 6th Ave #4100, New York, NY 10036
21269xxxx0 a.g****@a*****.com 4.8 5
Merrill Lynch Financial Advisor Jaime Goodman 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx6 ale************@m*.com
Charles Schwab 880 Central Park Ave, Scarsdale, NY 10583
91472xxxx0 bil******@s*****.com 3.8 6
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
Merrill Lynch Wealth Management Advisor Addison Michael Sherman 8thfloor 360 Hamilton Ave, White Plains, Ny 10601
86670xxxx1 add************@m*.com
Tompkins Financial Advisors 10 Bank St Gr1, White Plains, NY 10606
91494xxxx7 agu****@t************************.com
RWP Capital 440 Mamaroneck Ave Suite 403, Harrison, NY 10528
91422xxxx5
Vertex Wealth Management, LLC 585 Stewart Ave suite l-16, Garden City, NY 11530
51629xxxx0 mja******@1********.com 5.03
Christopher Pesce - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx4 abc*******@u**.com
Merrill Lynch Financial Advisor Jacqueline J Cicale 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx0 ban********************@m*.com 5 2
Summit Lake Financial Management Group - Ameriprise Financial Services, LLC 100 Summit Lake Drive Ste 150, Valhalla, NY 10595
91474xxxx0 dns*****@a***.com 5 8
HSC Management Corp. 102 Gramatan Ave, Mt Vernon, NY 10550
91423xxxx0 add***********@h************.com 3.1 63 674 9
Wealth Advisory Group LLC 355 Lexington Ave, New York, NY 10017
21254xxxx0 a.-**********@w*****.com 5 1 322 22
Strategic Wealth Management 134 Broadway #307, Brooklyn, NY 11211
71830xxxx5 dav********@g***.com
Royal Flush Financial Holdings Inc. 531 E Lincoln Ave #2H, Mt Vernon, NY 10552
91422xxxx7 inf*@r******************.com
Bruce Gelfand - RBC Wealth Management Financial Advisor 1211 6th Ave Suite 3300, New York, NY 10036
21270xxxx2 wms**********@r**.com 12299 14000
One Oak Capital Management, LLC 287 Bowman Ave, Purchase, NY 10577
91420xxxx1 gma*****@o****************.com 5.02
Hightower Westchester 440 Mamaroneck Ave Suite 506, Harrison, NY 10528
91482xxxx0 htw**@h****************.com 111 4 106
Merrill Lynch Financial Advisor Camille Forde 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx5 ale************@m*.com
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
J.P.Morgan Global Wealth Management 345 Park Ave, New York, NY 10154
21227xxxx0 aam***********@j*******.com 4.5 11 90782 116000
Merrill Lynch Financial Advisor Christina J. Chin 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx7 ale************@m*.com
Aegis Capital : Steve Ircha Senior Managing Director 26 Paxton Ave 2nd floor, Bronxville, NY 10708 91756xxxx8
Merrill Lynch Wealth Management 805 Northern Blvd, Great Neck, NY 11021
51649xxxx0 ban********************@m*.com 5 3
Saul Wealth Advisors, Inc 200 Park Ave 32nd floor, New York, NY 10166
21245xxxx0 all*@s*****************.com
Hudson River Wealth Management - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx5 abc*******@u**.com
Hardge Connections LLC 46 Gramatan Ave #176, Mt Vernon, NY 10550
91424xxxx3 kha****@h****************.com 5 34
Merrill Lynch Financial Advisor Daniel P Tarpey 360 Hamilton Ave 4th floor, White Plains, NY 10601
91468xxxx5 ale************@m*.com
BakerAvenue Wealth Management 55 Sullivan St, New York, NY 10012
21220xxxx8 am@b*******.com 52 4 68
Bienville Capital Management Llc 521 5th Ave, New York, NY 10175 21222xxxx8
Garnet Capital Advisors 500 Mamaroneck Ave # 104, Harrison, NY 10528
91490xxxx0 aca*****@g************.com 5 1
Fifth Set Private Wealth Management LLC 600 Mamaroneck Ave # 400, Harrison, NY 10528
64678xxxx7 ipo**@f*************.com
Gold Coast Wealth Management 1 Jericho Plaza #201, Jericho, NY 11753
51694xxxx5 bre****@g**********.com 5.02
Ty Associates 728 S 4th Ave, Mt Vernon, NY 10550
80021xxxx5 jan***@t***********.com 4.9 96
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
Caruso Financial Group 245 Saw Mill River Rd, Hawthorne, NY 10532
91474xxxx1 kev************@l**.com
Moreno Capital Management 1290 6th Ave, New York, NY 10104
77456xxxx3 dan***@m***********.com 5 7
Multi Generation Wealth Management - Ameriprise Financial Services, LLC 530 5th Ave 10th floor, New York, NY 10036
91747xxxx8 dns*****@a***.com
Merrill Lynch Financial Advisor Lisa M. Keating-Gradilone 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91424xxxx9 ale************@m*.com
Edge Wealth Management 805 3rd Ave, New York, NY 10022
21268xxxx3 adm**@e*********.com
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
Chase Bank 22 W First St, Mount Vernon, NY 10550
91466xxxx0 abc*******@c****.com 3 7 4
2.5 39
Brixton Capital Wealth Advisors 1305 Franklin Ave #300, Garden City, NY 11530
51622xxxx0 c18*****************************@s*****.wixpress 5 2
David Lerner Associates, Inc. 599 W Hartsdale Ave, White Plains, NY 10607
91476xxxx6 a.f******@d**********.com 4.6 7 3447 17 3400
Merrill Lynch Wealth Management Advisor Daniel Timari 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx1 ban********************@m*.com
Steven Solomon - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx4 abc*******@u**.com
1879 Advisors 445 Hamilton Ave Suite 408, White Plains, NY 10601
80043xxxx3 5 3
Jamie Weil - RBC Wealth Management Financial Advisor One Jericho Plaza Suite 106, Jericho, NY 11753
51673xxxx1 5.01
Periscope Wealth Management 1185 6th Ave 3rd floor, New York, NY 10036
21295xxxx6 inf*@p**********.com 5 8
CPC Wealth Management 45 Knollwood Rd # 101, Elmsford, NY 10523
91446xxxx3 alb**********@l**.com 5 2
Altfest Personal Wealth Management 445 Park Ave 6th floor, New York, NY 10022
21240xxxx0 aal*****@a******.com 5 4
Paul Williams Financial 1 City Pl, White Plains, NY 10601
50432xxxx7 a18*****************************@s*****.wixpress
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
Prentis Wealth Management 280 Park Ave, New York, NY 10020
21295xxxx3 pet**********@w**.com 5 1 137
Granite Ridge Wealth Advisors, LLC 14 E 60th St, New York, NY 10022
64635xxxx0 dvo*****@g*************************.com
Clear Harbor Asset Management 263 Tresser Blvd 15th Floor, Stamford, CT 06901
21286xxxx0 abl*****@c************.com 4 1 21
Merrill Lynch Financial Advisor Jeffrey W. Chin 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx5 ale************@m*.com
mount vernon capital advisors 31 W 34th St., New York, NY 10001
84433xxxx9 inf*@m**********.com 4.5 2
Target Rock Wealth Management 445 Park Ave floor 9, New York, NY 10022
91458xxxx0 adr***@t***************.com 5 2 43
Neil Klein - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx7
Stonebriar Wealth Management 122 E 42nd St #1610, New York, NY 10168
71686xxxx3 jda***@s***********.com
Merrill Lynch Financial Advisor Mary E Tompkins 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx1 ale************@m*.com
LEK Management Inc 11 W Prospect Ave 3rd floor, Mt Vernon, NY 10550
91456xxxx4 b.l*****@l***************.com 5 6 45 43
Balyasny Asset Management General Motors Building, 35, 767 5th Ave, New York, NY 10153
21280xxxx0 aa@b*******.com 5 1
James Van Metter & Associates 81 Pondfield Rd Suite 4, Bronxville, NY 10708
91479xxxx3 inf*@t***********.com
Chase Bank 511 Gramatan Ave, Mt Vernon, NY 10552
91469xxxx1 abc*******@c****.com 3.1 35 938921 6169 37
Martone Capital Management 50 Main St #1000, White Plains, NY 10606
91431xxxx0 5 1
Merrill Lynch Wealth Management 100 Jericho Turnpike, Floral Park, NY 10038
21256xxxx2 aas***********@m*.com 5.01
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC 50 Main St Suite 1560, White Plains, NY 10606
91474xxxx0 ada*********@a***.com 5 1
Joachim & Co. 2 Gramatan Ave suite 309, Mt Vernon, NY 10550
34723xxxx0 inf*@j****************.com 5 6
RPG Wealth Management, Inc. 6800 Jericho Turnpike, Syosset, NY 11791
51639xxxx5 rus**********@c***********.com 5.02
FRISCH FINANCIAL GROUP, INC. 777 Westchester Ave Ste 101, White Plains, NY 10604
91469xxxx0 ale******@f**************.com
The BACH Wealth Management Group - UBS Financial Services Inc. One Jericho Plaza, Jericho, NY 11753
51674xxxx4 abc***@u**.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
Merrill Lynch Financial Advisor James R Clark 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx8 ban********************@m*.com 5 2
Merrill Lynch Financial Advisor Elliot R Skriloff 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx3 ale************@m*.com
Merrill Lynch Wealth Management South Tower, 225 Liberty St 38th Floor, New York, NY 10281
80033xxxx4 ale*********@m*.com 4 3
Strategies for Wealth 800 Westchester Ave # N409, Rye Brook, NY 10573
91428xxxx0 a.p*******@s******************.com 5 1
Corsair Capital Management L.P. 366 Madison Ave f12, New York, NY 10017
21294xxxx0 bgo****@c*********.com
Columbia SPS Wealth Management Program Lewisohn Hall, 203, 2970 Broadway, New York, NY 10027
aa4***@c*******.edu 117992 1454 121000
Nunez Wealth Management Inc 4162A White Plains Rd, Bronx, NY
92928xxxx1 abb**@c*******.com
5 7
Merrill Lynch Wealth Management 6965 Yellowstone Blvd, Queens, NY 11375
71831xxxx4 bro*********@m*.com 1 1
George Haydock - TIAA Wealth Management Advisor 4 Westchester Park Dr #150, White Plains, NY 10604
80084xxxx1 acc******************@t***.org
Janney Montgomery Scott LLC 1 Manhattanville Rd #402, Purchase, NY 10577
91426xxxx0 aal******@j*****.com 1672 1800
Edelman Financial Engines 10 Bank St #1215, White Plains, NY 10606
83375xxxx3 aar*******@e**********************.com
Boxer, Silva & Associates - Ameriprise Financial Services, LLC 100 Summit Lake Drive Ste 150, Valhalla, NY 10595
91474xxxx0 dns*****@a***.com
RTR Financial Services Inc 901 N Broadway # 3B, White Plains, NY 10603
91464xxxx1 al@r****.com 1 4 1368 44 2300
Rienas & Brown Wealth Management - Ameriprise Financial Services, LLC 832 McLean Ave, The Barrister Bldg, Yonkers, NY 10704
91423xxxx0 ann*********@a***.com 281 7 284
The Meador, Sabia, Bickler Team - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx0 abc*******@u**.com
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
Hamlin Capital Management 640 5th Ave, New York, NY 10019
21275xxxx7 amc********@h*******.com
Merrill Lynch Wealth Management 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx0 ban********************@m*.com 5 2
Paradigm Asset Management Co 445 Hamilton Ave, White Plains, NY 10601
21277xxxx0 edu***@p************.com 3.5 2
Eric Silver - RBC Wealth Management Financial Advisor 1211 6th Ave Suite 3300, New York, NY 10036
21270xxxx7 wms**********@r**.com 12191 14000
Williams Jones Wealth Management 717 5th Ave 11th Floor, New York, NY 10022
21293xxxx0 amo*@w************.com 4.8 5
Rocco J. Lafaro 26 Paxton Ave, Bronxville, NY 10708
91426xxxx2 rla****@a*******.com
Kevin Bertoncin, CFP® - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx0
BlueMountain Capital Management 280 Park Ave 12th Floor, New York, NY 10017
21290xxxx0 afe*******@b******************.com 3 6
SAMRA WEALTH MANAGEMENT ONE WORLD TRADE CENTER 85TH FLOOR, New York, NY 10007
21251xxxx0 a.c*****@s********************.com 5 1 636 4 636
Merrill Lynch Financial Advisor Danielle F Grande-Cosentino 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx2 ale************@m*.com
Yoshida Wealth Management, Inc. 50 Main St Apartment 1000, White Plains, NY 10606
21268xxxx6 inf*@d*************.org
Tegean Capital Management 405 Lexington Ave #29, New York, NY 10174
21220xxxx0 aro*****@t*****.com
George Paul Kanas, CFP, CRPC - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx0 abc*******@u**.com
Indigo Asset Management, Llc 820 Scarsdale Ave, Scarsdale, NY 10583 91471xxxx9
MAI Capital Management 209 E 31st St, New York, NY 10016
21289xxxx0 aar**@m**.capital 5 1
Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC 427 Bedford Rd Ste 110, Pleasantville, NY 10570
91476xxxx0 deb*************@a***.com 5 2 210 208
Taylor Gray - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx1
Sheridan Asset Management, LLC 1025 Westchester Ave # 311, West Harrison, NY 10604
91428xxxx0 cxx**********@s*************************.com
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
Merrill Lynch Wealth Management 200 Park Ave 13th Floor, New York, NY 10166
21233xxxx0 ale*********@m*.com 3 2
Merrill Lynch Financial Advisor Charles E. Branch 360 Hamilton Ave 8th Floor, White Plains, NY 10601
21238xxxx0 ale************@m*.com
Embark Wealth Management 260 Madison Ave #1001, New York, NY 10016
88843xxxx1 cch**@e***********.com
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
Joshua Daniel Brown - Financial Advisor, Ameriprise Financial Services, LLC 399 Knollwood Rd Ste 212, White Plains, NY 10603
91423xxxx0 ann**********@a***.com 5 3 281 7 284
McMahon Sable Wealth Management Group - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx2 abc*******@u**.com
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
Landau Advisory 81 Main St Suite 501, White Plains, NY 10601
91461xxxx4 liz@l*************.com
TIAA Financial Services 4 Westchester Park Dr #150, White Plains, NY 10604
80084xxxx1 acc******************@t***.org 90987 517 91000
Merrill Lynch Financial Advisor Susan M Condit 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx7 ale************@m*.com
Merrill Lynch Financial Advisor Christopher R Fleming 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx8 ale************@m*.com
Halyard Asset Management 707 Westchester Ave, White Plains, NY 10604
91443xxxx0 aco**@h**********.com
Merrill Lynch Financial Advisor Jeffrey S Skelly 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx4 ale************@m*.com
Abbott Capital Management 640 5th Ave 7th Floor, New York, NY 10019
21275xxxx0 aab****@a************.com
Citi Wealth Management 90 Park Ave, New York, NY 10016
21266xxxx4 bil************@c***.com 1.8 10 149394 2187 11
Eaglestone Advisors LLC 66 Palmer Ave Suite 32B, Bronxville, NY 10708
91420xxxx1 fre*********@e******************.com
Roystone Capital Management LP 780 3rd Ave, New York, NY 10017
21232xxxx0 csk***@r**************.com
Royal Alliance / Freedom Capital Management - Arthur Beiley - Tax Free Municipal Bonds 332 Central Park Ave Apartment G8, Scarsdale, NY 10583
64653xxxx5 abe****@o**********.com
SMJ Wealth Management Group 1211 6th Ave Suite 3300, New York, NY 10036
21270xxxx5 wms**********@r**.com 14777 16000
Casaco Inc. 11 W Prospect Ave, Mt Vernon, NY 10550 88889xxxx4
Gail Konstantin - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx5 abc*******@u**.com
Paul Bello - TIAA Wealth Management Advisor 4 Westchester Park Dr #150, White Plains, NY 10604
80084xxxx1 acc******************@t***.org
Neal Siena - Financial Advisor, Ameriprise Financial Services, LLC 200 Summit Lake Drive Ste 360, Valhalla, NY 10595
91436xxxx8 ada********@a***.com
La Ferla Group - Wealth Management & Financial Planners 1050 Franklin Ave #400, Garden City, NY 11530
87725xxxx0 chr*************@l***********.com 5.01
Kalic Management Group 19 William St, Mt Vernon, NY 10552
91444xxxx4 den**@k*******************.com 5 1
Merrill Lynch Wealth Management Advisor Alison S Bianco 114 W 47th St, New York, NY 10036
21238xxxx5 bro*********@m*.com 5.01
Schultze Asset Management, LP 800 Westchester Ave Suite S-632, Rye Brook, NY 10573 91470xxxx0 5.04
Merrill Lynch Financial Advisor Keith E Hagerty 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx6 ban********************@m*.com
Genesis Asset Management 270 Madison Ave # 1500, New York, NY 10016
21285xxxx0 joh*@g***************.com 5 1
Blackrock Financial Management 345 Park Ave, New York, NY 10154
21275xxxx0 aam*********@b********.com 1.8 5
Merrill Lynch Financial Advisor Robin M Ely 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx7 aar**********@s*****.com
Domenick D'Andrea, AIF , CRC , CPFA | DanDarah Wealth Management 1400 Old Country Rd #408, Westbury, NY 11590
51636xxxx7 acm@c**************.com 5 14
Merrill Lynch Financial Advisor Sarah P Camp 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx7 ale************@m*.com
Capital Preservation Partners 55 Pondfield Rd, Bronxville, NY 10708
91433xxxx2 guy@c**.bz 5 2
Stonebrook Wealth Management 3010 Westchester Ave, Purchase, NY 10577
91482xxxx0 joe@s***************.com
Frank Sabia - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx0 abc*******@u**.com
Fleetwood Asset Management 31 Mamaroneck Ave #513, White Plains, NY 10601
91446xxxx2 inf*@f*************.com
Huvane Wealth Management Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10171
21262xxxx4 abc*******@u**.com 5 1
Paradigm Wealth - Ameriprise Financial Services, LLC 427 Bedford Rd # 210, Pleasantville, NY 10570
91480xxxx0 dns*****@a***.com
Chris Larkin - GrandView Insurance & Financial Services - LPL Financial Advisor 444 Bedford Rd Ste 308, Pleasantville, NY 10570
91453xxxx0 c.l*****@g****.com 5 6 5 13 172
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
Katz Wealth Management - UBS Financial Services Inc. 1285 6th Ave, New York, NY 10019
21271xxxx1 ale*******@u**.com
The Portfolio Strategy Group 50 Main St #1280, White Plains, NY 10606
91432xxxx0 inf*@p*********************.com 5 1
Asterion Wealth Advisory Group 399 Knollwood Rd, White Plains, NY 10603
91446xxxx1 eva*@t*************.net 26 25
Financial Advisory Network 6 Old Ln, Scarsdale, NY 10583
91472xxxx0 lei****@o********.net
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
Paul Cowie - TIAA Wealth Management Advisor 730 3rd Ave 6th Floor, New York, NY 10017
80084xxxx3 ama******@t***.org 1.01
Wealth Enhancement Group 120 White Plains Rd Ste 405, Tarrytown, NY 10591
84529xxxx0 2
5 1
Merrill Lynch Financial Advisor Michael J Gorman 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx2 bro*********@m*.com
LCK Wealth Management 300 Madison Ave 29th Floor, New York, NY 10017
91758xxxx1 amo***@h****************.com
Camilleri Wealth Management - Ameriprise Financial Services, LLC 200 Summit Lake Drive Ste 210, Valhalla, NY 10595
91423xxxx0 cha****************@a***.com 991 994
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
Daniel McMahon - UBS Financial Services Inc. 709 Westchester Ave 4th Floor, White Plains, NY 10604
91428xxxx1 abc*******@u**.com
Scopus Asset Management LP 540 Madison Ave #17, New York, NY 10022 21281xxxx0 4.58
Evercore Wealth Management LLC 55 E 52nd St, New York, NY 10055
21282xxxx0 ale*******@e*******.com 5 2
ACK Asset Management 2 Overhill Rd #400, Scarsdale, NY 10583
91422xxxx8 aag*****@a*******.com
Ryan Hetzer, CRPC - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx3 abc*******@u**.com
Municipal Asset Management 60 E 42nd St #421, New York, NY 10165
21274xxxx0 dav**@m*************.com
Rockefeller Capital Management 45 Rockefeller Plaza 5th Floor, New York, NY 10111
21254xxxx0 abu***@r*****.com 4.3 3
Zinn-Ray-Svatora Wealth Management Group - UBS Financial Services Inc. 1285 6th Ave, New York, NY 10019
21271xxxx7 abc*******@u**.com 5.01
Creative Planning 152 W 57th St 24th Floor, New York, NY 10019
21299xxxx6 a.j******@c***************.com 3 14 6389 128 7300
Cognetic Capital Advisors 44 S Broadway, White Plains, NY 10601
64653xxxx0 inf*@c**************.com
Washington Square Capital Management 222 Broadway 19th floor, New York, NY 10038
64645xxxx2 inf*@w*********.com 5 1
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
The Rose/Soranno Wealth Management Group - Ameriprise Financial Services, LLC 530 5th Ave 10th floor, New York, NY 10036
80081xxxx8 dns*****@a***.com
Croce Wealth Management - Morgan Stanley Financial Advisors 1300 Franklin Ave, Garden City, NY 11530
51668xxxx1 int**********@m************.com
Tortoise Investment Management, LLC 2 Westchester Park Dr #215, White Plains, NY 10604
91468xxxx4 and***@t*****************.com 5.02
Merrill Lynch Financial Advisor Ann Bridget Ruane 360 Hamilton Ave 8th Floor, White Plains, NY 10601
21238xxxx2 ale************@m*.com
Next Level Private 500 Mamaroneck Ave Suite 501, Harrison, NY 10528
91443xxxx5 bar**********@n*********.com
Ginsberg Wealth Management LLC 200 S Service Rd, Roslyn Heights, NY 11577
51646xxxx2 how***@g*************.com 5.01
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
Clarfeld Financial Advisors 520 White Plains Rd, Tarrytown, NY 10591 91484xxxx0 1 1
The David J. Yvars Group 400 Columbus Ave, Valhalla, NY 10595
91474xxxx0 dav**@y*********.com
CIBC Private Wealth Management 300 Madison Ave 7th Floor, New York, NY 10017
21225xxxx0 alb***********@c***.com 1 1
Wealthspire Advisors 521 5th Ave 15th Floor, New York, NY 10175
80099xxxx6 abb******@w**********.com 5 42 124
Merrill Lynch Financial Advisor Angelo Mamone, Jr. 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx3 ang**********@m*.com
Roger Matles - UBS Financial Services Inc. 709 Westchester Ave Suite 400, White Plains, NY 10604
91428xxxx4
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
Merrill Lynch Financial Advisor Roger E Camp 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx0 ale************@m*.com
Cysner Financial Services 105 Calvert St # 202, Harrison, NY 10528
91467xxxx0 mcy****@c**************.com
Davidson Kempner Capital Management LP 520 Madison Ave, New York, NY 10022
21244xxxx0 dkc************@d**.com 3.8 4
Merrill Lynch Financial Advisor Elaine C Webley 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx4 ale************@m*.com
JL Wealth Management Group 1211 6th Ave Suite 3300, New York, NY 10036
21270xxxx5 rbc*********@r**.com 14777 16000
Merrill Lynch Financial Advisor Robert J Tarpey 360 Hamilton Ave 4th floor, White Plains, NY 10601
91468xxxx7 ale************@m*.com
Cannon Wealth Solutions 600 Mamaroneck Ave # 400, Harrison, NY 10528
91451xxxx0 rob***@c********************.com 5 3
Merrill Lynch Financial Advisor Kimberly H Rodgers 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx6 ban********************@m*.com
Buffum Wealth Management - Northwestern Mutual 300 Madison Ave Floor 25, New York, NY 10017
64675xxxx2 jef********@n*.com 2.77
Payne Capital Management 231 W 29th St, New York, NY 10001
64646xxxx0 aar*********@p******.com 5 6 3100
Bessemer Trust Private Wealth Management New York NY 1271 6th Ave, New York, NY 10020
21270xxxx0 Leg**@B*******.com 5 1
Fox Financial Services Inc 5 Waller Ave # 305, White Plains, NY 10601
91476xxxx9 afo*@f*******************.com 5 1
Northwestern Mutual - The Dolly Financial Group 50 Main St #1520, White Plains, NY 10606 91439xxxx0
Merrill Lynch Financial Advisor John Van Steen 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx9 ban********************@m*.com
Matrix Asset Advisors Inc 10 Bank St #590, White Plains, NY 10606
21248xxxx4 cde*************@m******************.com 3 2
John G. Meitner - RBC Wealth Management Financial Advisor 1211 6th Ave Suite 3300, New York, NY 10036
51673xxxx6 wms**********@r**.com 14777 16000
Able Wealth Management 42 Broadway 12th floor, New York, NY 10004
hel**@a*********.com 71
AJF Capital Management, Inc. 708 3rd Ave #2011, New York, NY 10017
21277xxxx9 fxx************@a*********.com 4 4
Westchester Benefit Group, Inc. 500 Summit Lake Drive #120, Valhalla, NY 10595
91474xxxx0 aco***@w*****************.com 5 24 4.6 5 211 4 213
Empire Wealth Management 162 Withers St # 1, Brooklyn, NY 11211 71838xxxx0
Merrill Lynch Financial Advisor Loren F. Ward 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx5 ale************@m*.com
Merrill Lynch Financial Advisor Arthur Pasternak 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx0 art*************@m*.com
Strategic Asset Services 7 Skyline Dr #220, Hawthorne, NY 10532
91426xxxx1 inf*@s**************.net 4 1
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
Merrill Lynch Financial Advisor Laura A Jimenez 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx2 ban********************@m*.com
Merrill Lynch Financial Advisor Kirk D Maraglia 360 Hamilton Ave 8th Floor, White Plains, NY 10601
84526xxxx8 ban********************@m*.com
Gamco Asset Management Inc 401 Theodore Fremd Ave, Rye, NY 10580
91492xxxx0 abo********@g******.com
KPL Financial Group 475 White Plains Rd Ste 28, Eastchester, NY 10709
91422xxxx4 dpr*******@k****.com
4.5 2
Private Wealth Management | U.S. Bank 1095 6th Ave 15th Floor, New York, NY 10036
83396xxxx7 aar************@u*****.com 2.5 4 5510 348000
Life Goals Asset Management 24 Abbey Close, Scarsdale, NY 10583 91472xxxx7
Kenneth Sheresky - RBC Wealth Management Financial Advisor 1211 6th Ave Suite 3300, New York, NY 10036
21270xxxx5 wms**********@r**.com 3.65 12403 14000
Longo Financial Services 1385 Boston Post Rd, Larchmont, NY 10538
91490xxxx0 mlo***@l*************.com
Harare Wealth Management 89-00 170th St #8k, Queens, NY 11432
55158xxxx1 and**********@l**.com 4.49 5 5 119 121
5C Capital Management, LLC 707 Westchester Ave Suite 210, White Plains, NY 10604
34733xxxx8 ako********@5*******.com 293
Merrill Lynch Financial Advisor Daniel Goldsmith 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx7 ale************@m*.com
Jak Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC 200 Summit Lake Drive Ste 360, Valhalla, NY 10595
91423xxxx0 ada********@a***.com 5 1 128
NGI Asset Management 1007 Yonkers Ave Suite 202, Yonkers, NY 10704
91480xxxx8 adm**@n***********.com 4.8 5
Merrill Lynch Financial Advisor Bob Grenier 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx4 ale************@m*.com
Merrill Lynch Financial Advisor Gilda R Borenstein 360 Hamilton Ave 8th Floor, White Plains, NY 10601
91468xxxx9 ale************@m*.com
Guide Wealth Management LLC 430 Park Ave, New York, NY 10022
64645xxxx1 cli****@g**********.com
Schroders Investment Management N America 7 Bryant Pk, New York, NY 10018
21264xxxx0 abd*********@s********.com 5 3 5974 619 6600
Bruin Capital 7 Renaissance Square, White Plains, NY 10601
91484xxxx0 a.c*******@b********.com 2.6 5
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
VERNON INVESTMENTS 317 Park Ave S, New York, NY 10010
gdp*********@g**********.com 4.52