Business List: Wealth Management in Brentwood, NY

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Blue Line Wealth Management 500 Express Drive South, Brentwood, NY 11717
63161xxxx1 blu*********************@l**.com
Quest Capital Management 23 Bellemeade Ave, Smithtown, NY 11787
63172xxxx3 jdi*****@q***************.com 5 1
Sovereign consulting group 500 Express Dr S #100, Brentwood, NY 11717 63127xxxx7
Worldwide Wealth Group 1400 W Old Country Rd #302a, Westbury, NY 11590
80054xxxx9 ala********@w**********.com 5 1
R.W. Rogé & Company 1 Corporate Dr Suite 101, Bohemia, NY 11716
63121xxxx7 bru****@r*****.com 5 13
Jose Sanchez - TIAA Wealth Management Advisor 58 S Service Rd Suite 305, Melville, NY 11747
51645xxxx5 acc******************@t***.org 1 1 90985 517 91000
Bostwick Wealth Management - Ameriprise Financial Services, LLC 515 Broadhollow Rd Ste 800, Melville, NY 11747
51690xxxx8 dns*****@a***.com 5.02
HD Vest Financial Services 539 Islip Ave, Islip, NY 11751 63175xxxx8
Colarossi & Williams One, Suffolk Square Suite 550, Islandia, NY 11749 63130xxxx0
Jonathan Kuttin - Private Wealth Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63177xxxx5 chr*************@a***.com 4 6 2152 11 2100
magii inc. 490 Wheeler Rd # 265, Hauppauge, NY 11788
63143xxxx0 bpo*****@m********.com 4.8 25 65 4
Caufield Wealth Management Group - UBS Financial Services Inc. 58 S Service Rd Suite 310, Melville, NY 11747
63142xxxx2 abc*******@u**.com
Michael H. Meyers - RBC Wealth Management Financial Advisor 1 Jericho Plaza Suite 202, Jericho, NY 11753
51673xxxx9 rbc*********@r**.com 3.02 12403 14000
Cogent Wealth Management, Inc. 22 Railroad Ave, Sayville, NY 11782
63142xxxx2 5 2
Highland Wealth Advisors, LLC 390 N Broadway 3rd floor, Jericho, NY 11753
inf*@h***************.com
Merrill Lynch Wealth Management 540 Montauk Hwy, West Islip, NY 11795
88837xxxx6 aar**********@s*****.com
Frisch Financial Group, Inc. 445 Broadhollow Rd #215, Melville, NY 11747
51669xxxx0 ale******@f**************.com 5 2
Girard Wealth Management Group of Raymond James 376 Mark Tree Rd, Setauket- East Setauket, NY 11733
63152xxxx5 3 2
North Ridge Wealth Planning 1895 Walt Whitman Rd #6, Melville, NY 11747
63142xxxx2 csc*****@n***************.com 5 1 45
Conscience Bay Capital, Inc. 1212 Rte 25A Suite 3C, Stony Brook, NY 11790
63148xxxx5 adm***@c*******************.com 5 2
Lebenthal Global Advisors, LLC 200 Parkway Dr S, Hauppauge, NY 11788
51678xxxx0 ale*******@l********.com
R. Seeger Wealth Management, Ltd 138 S 1st St #101, Lindenhurst, NY 11757
63159xxxx9 5.03
1879 Advisors - Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
84536xxxx0 ale***************@a***.com
Claire Kemp Fitz - Private Wealth Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63177xxxx5 bri****************@a***.com 2143 11 2100
Jeremy Isleman Financial Advisor 102 Motor Pkwy Suite 550, Hauppauge, NY 11788
63186xxxx8 5 1
American Capital Partners LLC 205 Oser Ave, Hauppauge, NY 11788 63185xxxx8 5 1
Castle Asset Management 145 Marcus Blvd, Hauppauge, NY 11788 63195xxxx0 5 2
Sterling Wealth Management Group 324 S Service Rd ste 110, Melville, NY 11747
63197xxxx0
Jamie Weil - RBC Wealth Management Financial Advisor One Jericho Plaza Suite 106, Jericho, NY 11753
51673xxxx1 5.01
Matarazzo Staiger Wealth Management 640 Johnson Ave Ste 202, Bohemia, NY 11716
63131xxxx7 aar************@r***********.com 17457 18000
SoundView Wealth Management - Morgan Stanley Two Jericho Plaza, Jericho, NY 11753
51633xxxx9 acc**********@m************.com 3.02
the dichter / pappas wealth management group 401 Broadhollow Rd, Melville, NY 11747
63172xxxx8
McCormick Wealth Management Group - Ameriprise Financial Services, LLC 640 Johnson Ave Ste 201, Bohemia, NY 11716
63158xxxx0 chr**************@a***.com 239
FDM Wealth Management 325 Jericho Turnpike, Smithtown, NY 11787
63145xxxx1 fra*************@l**.com 169
Kuttin Wealth Management - Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63177xxxx5 ale*******************@a***.com 3.3 7 2152 11 2100
Northwestern Mutual Wealth Management Company: Michael P Mennella, CFPÂ , CLUÂ , ChFCÂ , CLTC 400 Broadhollow Rd # 200, Melville, NY 11747 51646xxxx1 5.05
Rockline Wealth Management 255 Executive Dr #409, Plainview, NY 11803
51660xxxx3 ada***********@r*************.com 5 9 146
Menna Wealth Planning Group, Inc. 3075 Veterans Memorial Hwy #130, Ronkonkoma, NY 11779
63160xxxx0 jme***@v***********.com 156 167
Unitas Wealth Management 395 N Service Rd Ste 206, Melville, NY 11747
63148xxxx2 byu*@u***********.com 1.01
Wealth Enhancement Group 724 Long Island Ave, Deer Park, NY 11729
63177xxxx0 ada*********************@w****************.com 5 21
Biscardi, Jacobs & Associates - Ameriprise Financial Services, LLC 2150 Joshuas Path Ste 200, Hauppauge, NY 11788
63185xxxx8 dns*****@a***.com
Mitlin Financial, Inc. 140 Adams Ave Suite B-12, Hauppauge, NY 11788
63195xxxxxxx2 ca@m**************.com 5 22 55 697
The Sapient Wealth Management Group - Morgan Stanley 58 S Service Rd # 400, Melville, NY 11747
63175xxxx0 acc**********@m************.com 1.01
MCINTOSH TAX AND ASSET MANAGEMENT GROUP 410 Motor Pkwy 2nd Floor, Hauppauge, NY 11788
63195xxxx0 mci************@n**********.com 5 13
Edward Jones - Financial Advisor: Shelly M Newman, CFP®|ChFC®|CLU®|AAMS™|CRPC™ 2193 Jericho Turnpike, Commack, NY 11725
63146xxxx0 a.j*********@e**********.com 5 1 86761 98000
Dynamic Financial Services, Ltd. 36 Schiller Ave, Huntington Station, NY 11746 51682xxxx6 5 1
Hauppauge Capital Group - Morgan Stanley 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788
80096xxxx4 acc**********@m************.com
Wealth Planners, Inc. 555 Broadhollow Rd #100, Melville, NY 11747
63146xxxx5 ala*********@l**.com 5.02
Castle Wealth Strategies, LLC 200 Motor Pkwy Suite A5, Hauppauge, NY 11788
63139xxxx4 jha******@c*******.com
Center For Wealth Preservation, LLC 6800 Jericho Turnpike Unit 202W, Syosset, NY 11791
51636xxxx3 ada***@c*******.com 5 2 10 15
First Financial Services 38 Kings Hwy, Hauppauge, NY 11788
63134xxxx0 ddo******@o**********.com 5 1
ALINE Wealth Management 445 Broadhollow Rd #332, Melville, NY 11747
88898xxxx5 ali**@a**********.com 5.027
Total Wealth Planning 140 Adams Ave Ste A8, Hauppauge, NY 11788
63181xxxx8 dom****@t*********.com
First Financial Advisors Group 620 Rte 25A, Mt Sinai, NY 11766
63168xxxx5 chr**********@f***************.com 5 1 97 106
Yorkshire Capital Management
51636xxxx5 inf*@y*****************.com
RPG Wealth Management, Inc. 6800 Jericho Turnpike, Syosset, NY 11791
51639xxxx5 rus**********@c***********.com 5.02
The BACH Wealth Management Group - UBS Financial Services Inc. One Jericho Plaza, Jericho, NY 11753
51674xxxx4 abc***@u**.com
Long Island Financial Management Services 3535 NY-105, Wantagh, NY 11793
51655xxxx5 jls****@l****.com 4.4 7
United Financial Wealth Management 170 Little East Neck Rd #5, West Babylon, NY 11704
63159xxxx1 dom****@a***********.com 5.01
Jason Bailey - Financial Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
87726xxxx3 dns*****@a***.com 115 117
AdvancedFolio Capital Managment
63167xxxx5 5 1
Conrad Capital Management Inc. 1300 Veterans Memorial Hwy Suite 230, Hauppauge, NY 11788
63143xxxx8 amb*******@c************.com
Forest Hills Financial Group 200 Broadhollow Rd Ste 405, Melville, NY 11747
63158xxxx0 acl***@f***.com 1.01
Eagle View Wealth Management - UBS Financial Services Inc. One Jericho Plaza, Jericho, NY 11753
51674xxxx2 abc***@u**.com 5.02
Horizon Wealth Management - UBS Financial Services Inc. 58 S Service Rd Suite 310, Melville, NY 11747
63145xxxx7
Evan Branfman - Private Wealth Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
80044xxxx5 chr*************@a***.com 2143 11 2100
Siena Wealth Advisory Group - Ameriprise Financial Services, LLC 200 Broadhollow Rd #302, Melville, NY 11747
63176xxxx4 ala***********@a***.com 4.8 19 2523 2400
Broadridge Financial Solutions 1155 Long Island Ave, Brentwood, NY 11717
80035xxxx3 aar********@b*********.com 4.2 48 5635 89
American Portfolios Financial Services 4250 Veterans Memorial Hwy #420e, Holbrook, NY 11741
63143xxxx0 aal*******@a*****************.com 5 6
Komich Capital Advisors 207 Hallock Rd Ste 1, Stony Brook, NY 11790
63126xxxx3 d71*************************************@w*****************.com 5 4 3 3
Synergy Wealth Strategies 227 E Main St, Smithtown, NY 11787
63196xxxx2 jan******************@y****.com 5 1
United Financial Planning Group LLC 350 Motor Pkwy Suite 300, Hauppauge, NY 11788
63123xxxx1 ami*@u********.com 5 1 2119
American Investment Planners LLC 500 N Broadway #260, Jericho, NY 11753
51693xxxx0 ame****************@a*************************.com 4.5 2 159 2 158
Gary McHugh - TIAA Wealth Management Advisor 58 S Service Rd Suite 305, Melville, NY 11747
86684xxxx3 acc******************@t***.org 90985 517 91000
Evergreen Team Corporation 106 Cain Dr, Brentwood, NY 11717 63123xxxx0
The Choice Group Wealth Management 105 Maxess Rd, Melville, NY 11747
63138xxxx1 bry***********@t********.com 5 2 470 511
Northwestern Mutual Wealth Management Company - Marc Eisenshtat 500 Bi County Blvd #200e, Farmingdale, NY 11735
51645xxxx6 ade********@n*.com 5 16 5 10 1592 178 1800
Fidelity Investments 142 New Moriches Rd, Lake Grove, NY 11755
80054xxxx2 a61****@f*******.com 3.8 10 327151 349000
Main Street Financial Group 51 E Main St, Smithtown, NY 11787
63148xxxx4 con****@m***.info 229 7
Voya Financial Advisors, Inc. 1 Huntington Quadrangle #1C01, Melville, NY 11747
eli************@v*****.com 1 2
Revolution Financial Management NY 1300 Veterans Memorial Hwy # 130, Hauppauge, NY 11788
63167xxxx4 dns******@a*******.com 5 10
Blue Line Wealth Management 500 Express Dr S #100, Brentwood, NY 11717
63161xxxx1 blu*********************@l**.com
Total Wealth Planning: Dominic V. Privitera 140 Fell Ct #107, Hauppauge, NY 11788
63181xxxx8 dom****@t*********.com
Creative Retirement Planning 1300 Veterans Memorial Hwy # 140, Hauppauge, NY 11788
51662xxxx6 d.n***@c*****************.net 4.3 4
Fusion Family Wealth, LLC 88 Froehlich Farm Blvd #401, Woodbury, NY 11797
51620xxxx0 a.b***@f*****************.com 3 2
North Fork Asset Management, Inc. 159 ROUTE 25A, EAST, BLDG, STE A, Miller Place, NY 11764
63184xxxx5 bca****@n***********************.com 3.02
Hassett Tax & Financial Services 66 Commack Rd # 205, Commack, NY 11725
63146xxxx2 eri*********@l**.com 5 6
Arete Wealth Management 425 Broadhollow Rd # 325, Melville, NY 11747
63188xxxx0 mar*@m***********.com 5.02
Center for Wealth Preservation a MassMutual firm 1393 Veteran's Memorial Hwy, Suite 307 S, Hauppauge, NY 11788 63196xxxx2
Christopher Reda - TIAA Wealth Management Advisor 58 S Service Rd Suite 305, Melville, NY 11747
86684xxxx3 acc******************@t***.org 90985 517 91000
Aaron David Schenkman - Financial Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63124xxxx9 dns*****@a***.com 4 2
Churchill Management Group - Melville 200 Broadhollow Rd Suite 207, Melville, NY 11747
91790xxxx8 ach*@c******************.com 5.027 221
Nicholas Loehle - Financial Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63177xxxx5 dns*****@a***.com
Fisher Wealth Management Group - Ameriprise Financial Services, LLC 200 Broadhollow Rd #302, Melville, NY 11747
63142xxxx9 dns*****@a***.com 5.01
Creative Wealth Management, LLC 1377 Motor Pkwy #205, Islandia, NY 11749
63123xxxx0 dkr***@c****************.com
Landmark Wealth Management, LLC. 95 Broadhollow Rd Suite 102, Melville, NY 11747
63192xxxx5 bri**@l*****************.com 5 3 77 81
Network Capital Services Inc 353 Veterans Memorial Hwy # 210, Commack, NY 11725
63136xxxx9 dhu****@n**********.com 5 1
Florio Wealth Management Group 1025 Old Country Rd Suite 312, Westbury, NY 11590
51675xxxx0 pfl****@f********.com 5 3
HunterRIDGE Wealth Management
51653xxxx8 c18*****************************@s*****.wixpress 183
Charles Justino - Financial Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63134xxxx0 cha**************@a***.com
Danaher Wealth Management 175 S Wellwood Ave, Lindenhurst, NY 11757 63145xxxx0 5 3
Diversified Private Wealth Advisors 200 Parkway Dr S Suite 200, Hauppauge, NY 11788
51678xxxx0 agr****@l********.com 5 1
Daniel Tohill - Thrivent 150 Motor Pkwy Suite 401, Hauppauge, NY 11788
63178xxxx2 adm**@d***********.com
Robert Campbell - TIAA Wealth Management Advisor 58 S Service Rd Suite 305, Melville, NY 11747
86684xxxx3 acc******************@t***.org 90985 517 91000
Woodhull Capital Advisors LLC 80 Orville Dr # 100, Bohemia, NY 11716
63125xxxx7 jim@w**********************.com 173
Louis A. Soriano CFP, EA - Navigator Financial 222 E Main St # 206, Smithtown, NY 11787
63123xxxx2 joh*******@n********************.com 5 6
Empire State Planning Group, Inc 35 Robin Dr, Hauppauge, NY 11788
63165xxxx0 jon@e****.com
Christopher J. Vargas, Financial Planner, LUTCF 1393 Veterans Memorial Hwy Suite 307 S, Hauppauge, NY 11788
63185xxxx4 ana***@g****.com 5 2
MADISON GLOBAL PARTNERS, LLC 350 Motor Pkwy, Hauppauge, NY 11788
64669xxxx0 ang*******@m********************.com
Personalized Wealth Management, LLC 868 Church Street Suite 3, Bohemia, NY 11716
63146xxxx9 cba******@o**********.com
Lars L Kofod - Financial Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63124xxxx9 dns*****@a***.com
ClearVision Wealth Management 960 Bellmore Ave, North Bellmore, NY 11710
51654xxxx0 inf*@c************.com 5 2
Todd M Petraco - Private Wealth Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63134xxxx0 dns*****@a***.com 5 1
Cathy Wear - Financial Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63177xxxx5 cat*************@a***.com
Heritage Financial Advisory 1500 NY-112 Building 9, Port Jefferson Station, NY 11776
63187xxxx7 ben*******@f*****************.com 5 21
Steel Ridge Advisors 1377 Motor Pkwy, Hauppauge, NY 11749
63135xxxx3 cbt********@s*****************.com 5 2
Christopher Tong - Private Wealth Advisor, Ameriprise Financial Services, LLC 201 Moreland Rd, Ste 2, Hauppauge, NY 11788
63130xxxx0 ann***********@a***.com 132 5 138
Arcadia Wealth Management 10 Edgewood Ave, Smithtown, NY 11787
63154xxxx0 all**@a********.com 5 1 606 616
Lincoln Investment 644 Veterans Memorial Hwy, Hauppauge, NY 11788
63123xxxx0 aam****@l****************.com 5 2
Merrill Lynch Wealth Management 50 NY-111, Smithtown, NY 11787
63136xxxx0 ale*********@m*.com
LPL Financial 900 NY-111, Hauppauge, NY 11788 63135xxxx4
Fortress Financial - 401K Rollover, 403B Rollover, IRA Rollover Specialists 200 Motor Pkwy a5, Hauppauge, NY 11788
88861xxxx0 inf*@f**********.net 5 4
Kingsview Partners Wealth Management - Financial Planner: Bill Koehler 138 S 1st St #114, Lindenhurst, NY 11757
63141xxxx0 aar******@k********.com
Morgan Stanley 888 Veterans Memorial Highway Ste 300, Hauppauge, NY 11788
63185xxxx5 acc**********@m************.com
Point Wealth Management 400 Broadhollow Rd # 200, Melville, NY 11747
63159xxxx7 poi********@n*.com 938 965
Wolf Money Management Inc 3505 Veterans Memorial Hwy suite p, Ronkonkoma, NY 11779
63122xxxx5 jsm***@w******.com
Long Island Private Wealth Management - UBS Financial Services Inc. One Jericho Plaza Suite 205, Jericho, NY 11753
80033xxxx7 com*****@u**.com 5.01
Comprehensive Financial 86 Carleton Ave, East Islip, NY 11730
63195xxxx0 cor****@c*************.com 5 10 185 12 202
Professional Wealth Associates 445 Broadhollow Rd #120, Melville, NY 11747
51699xxxx8 apa****@p******.com 5.027
Eon Wealth Management 1400 Old Country Rd #303, Westbury, NY 11590
51693xxxx1 ed@e********.com 5 3 45 45
Safe Harbor Asset Management, Inc. 167 E Main St, Huntington, NY 11743
63142xxxx1 ale*@i***************.com 5 3 47 53 46
Charles Schwab 2095 Moriches Rd, Lake Grove, NY 11755
63136xxxx0 dav*******@s*****.com 3.3 15
Insource Financial Services 360 Vanderbilt Motor Pkwy #200b, Hauppauge, NY 11788
63136xxxx0 aca*****@i*********.com
Jenn Monahan - Morgan Stanley 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788
63185xxxx7 acc**********@m************.com
Strategic Financial & Tax Planning Services 150 Motor Pkwy #101, Hauppauge, NY 11788
63165xxxx0 ger***@g*********.com 4.3 6
Tantillo Wealth Management 555 Broadhollow Rd # 271, Melville, NY 11747
51624xxxx2 5.02
Merrill Lynch Wealth Management 50 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753
51682xxxx6 bro*********@m*.com 3 2
Janney Montgomery Scott LLC 100 Motor Pkwy Suite 590, Hauppauge, NY 11788
63126xxxx0 adi******@j*****.com 1672 1800
Personal Wealth Management Montalto Weil 1 Jericho Plaza Suite 202, Jericho, NY 11753
51673xxxx2 joh*******@c*.rbcwealthmanagement 12403 14000
Draper Asset Management LLC 116 Terry Rd #16, Smithtown, NY 11787
63136xxxx5 dra************@w**********.com 5 2
Ehli & Associates Wealth Management 640 Johnson Ave Ste 202, Bohemia, NY 11716
63131xxxx7 aar************@r***********.com 17457 18000
Mark Calaci - TIAA Wealth Management Advisor 58 S Service Rd Suite 305, Melville, NY 11747
86684xxxx3 acc******************@t***.org 5.02 90985 517 91000
Jeffrey Hendel, Hendel Wealth Management Group 95 Smithtown Blvd, Smithtown, NY 11787
63123xxxx0 leg************@r***********.com 4.9 11
5 11
Broadridge Financial Solutions 51 Mercedes Way, Brentwood, NY 11717
63125xxxx0 aar*********@b*********.com 3.3 25 5635 89
Charter Oak Financial - Melville, NY 48 S Service Rd Suite 400, Melville, NY 11747
51639xxxx0 aas*****@c******************.com 5 2 2299 30 2300
Ivy Peterson - Private Wealth Advisor, Ameriprise Financial Services, LLC 800 Veterans Memorial Hwy, Ste 100, Hauppauge, NY 11788
63141xxxx0 dns*****@a***.com 328 318
Snyder Wealth Group 1733 N Ocean Ave Ste B, Medford, NY 11763
63128xxxx4 inf*@s****************.com 5 1 352 337
North Shore Wealth Management Advisors Inc 200 Motor Pkwy Ste A5, Hauppauge, NY 11788
63178xxxx6 joh*@n*********.com 130
Geneva Capital Management 101 Commercial St Suite 400, Plainview, NY 11803
51640xxxx4 inf*@g*******.com 5 12 268
NJS Wealth Management 105 Maxess Rd Suite S124, Melville, NY 11747
63139xxxx4 nic***************@l**.com 407 407
Kuttin Wealth Management - Ameriprise Financial Services, LLC 640 Johnson Ave Ste 201, Bohemia, NY 11716
63158xxxx0 ale*******************@a***.com 2143 11 2100
Marino Wealth Management 111 South St, Oyster Bay, NY 11771
51658xxxx0 jam**@m*********************.com 5 1
Merrill Lynch Financial Advisor Andrew M Gergel 50 NY-111, Village of the Branch, NY 11787
63136xxxx5 aar**********@s*****.com
Wealth Management Solutions, LLC 700 Veterans Memorial Hwy #302, Hauppauge, NY 11788
63138xxxx2 inf*@w********.net 2.3 3
Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC 800 Veterans Memorial Hwy Ste 100, Hauppauge, NY 11788
63141xxxx0 dns*****@a***.com 326 321
Capital Financial Planning 50 NY-111, Smithtown, NY 11787
63136xxxx4 joh*******@c****************.com 5 2
CG Hughes Company LLC 21 Maple Ave, Bay Shore, NY 11706
63166xxxx1 1 1
Tilton Financial Planning 150 Motor Pkwy #401, Hauppauge, NY 11788
63178xxxx7 5 1
Lee Neugebauer - Morgan Stanley 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788
63185xxxx4 acc**********@m************.com
Paul Anderson - TIAA Wealth Management Advisor 58 S Service Rd Suite 305, Melville, NY 11747
51645xxxx0 acc******************@t***.org 90985 517 91000
Vanderbilt Financial Group 125 Froehlich Farm Blvd, Woodbury, NY 11797
63184xxxx0 alb*********@j*************.com 3 2 274 305
Jeff Biscardi - Private Wealth Advisor, Ameriprise Financial Services, LLC 2150 Joshuas Path, Ste 200, Hauppauge, NY 11788
63185xxxx8 dns*****@a***.com
Geller and Associates - Ameriprise Financial Services, LLC 200 Broadhollow Rd #302, Melville, NY 11747
63176xxxx1 dns*****@a***.com 5.027
North Shore Wealth Management Advisors, Inc. 200 Motor Pkwy Suite A5, Hauppauge, NY 11788
63178xxxx6 joh*@n*********.com 1.02 130
Morgan Stanley Financial Advisors 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788
63185xxxx5 acm***********@m************.com 5 1
Legacy Wealth Management - UBS Financial Services Inc. 58 S Service Rd Suite 310, Melville, NY 11747
63142xxxx6
Premier Wealth Management, LLC 630 Johnson Ave, Bohemia, NY 11716
63175xxxx5 a.b@w*****************.com
Attitude Financial Advisors, Inc 3 Crossways Park Dr W #110, Woodbury, NY 11797
51676xxxx0 btr*****@a****************.com 5 18 386 7 394
Habeeb Capital LLC 380 Townline Rd Suite 140, Hauppauge, NY 11788
63171xxxx8 iri**@h************.com
Retirement Plan Consulting Group 150 Motor Pkwy #207, Hauppauge, NY 11788
63140xxxx3 dam********@w*******.com
North Shore Wealth Management 255 Executive Dr #305, Plainview, NY 11803
80093xxxx9 coh****@n***********.com 1 1
National Life Group Long Island 410 Motor Pkwy 2nd Floor, Hauppauge, NY 11788 63158xxxx0 5 2
Eric W Szczurowski - Private Wealth Advisor, Ameriprise Financial Services, LLC 1174 Veterans Memorial Hwy, Hauppauge, NY 11788
63177xxxx5 bla*********@a***.com 2143 11 2100
Main Street Financial Group 80 E Main St, Kings Park, NY 11754
63126xxxx0 dgo*******@m************************.com 5 3 4.8 30 597 9 617
Merrill Lynch Wealth Management 1305 Walt Whitman Rd, Melville, NY 11747
63135xxxx0 bro*********@m*.com 1 1
North Shore Wealth Management Group, LLC 5000 Merrick Rd, Massapequa, NY 11758
51657xxxx6 ewe***@n************.com 5 2
Miracle Mile Advisors 145 Marcus Blvd #1, Hauppauge, NY 11788
63195xxxx0 aar*@m******************.com
GENEVA WEALTH MANAGEMENT LTD. 72 Eagle Chase, Woodbury, NY 11797
51649xxxx6 5.011
Coastline Wealth Management pen and pencil building, 1303 Main St, Port Jefferson, NY 11777
63147xxxx8 bca**@c**************.com 3.9 11 396 412
George N Sucich & Associates 38 Kings Hwy # A, Hauppauge, NY 11788
63123xxxx2 5 1
Hendel Wealth Management Group 95 Smithtown Blvd, Smithtown, NY 11787
63123xxxx0 aar**********@r***********.com 4.9 11 268 275
STEINBERGANNA Wealth Management Corp. 76 New York Ave, Huntington, NY 11743
63127xxxx0 dst*******@a*****************.com
William R White - Morgan Stanley 888 Veterans Memorial Hwy Ste 300, Hauppauge, NY 11788
63185xxxx5 acc**********@m************.com
Marathon Wealth Management, Inc. 534 Broadhollow Rd # 420, Melville, NY 11747
63176xxxx0 aar**@m*************.net 5.01
Heller Wealth Management 225 Broadhollow Rd Suite 215, Melville, NY 11747
63124xxxx0 a@h*********************.com 5 27 120 127
Melander Wealth Management 150 Motor Pkwy Ste 401, Hauppauge, Ny 11788 63164xxxx7