Business List: Financial Advisors in New York, NY, United States

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Andre Campbell - TD Wealth Financial Advisor 2 Wall St, New York, NY 10005
34792xxxx9 abc***@t*.com 844111 7667 849000
Herold & Lantern Investments 845 Third Ave Ste 1703 New York, NY 10022
80022xxxx1 ala********@h************.com
Patrick C. Kelly - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx5 pat******@r**.com
Michael Bianchi - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx6
Steven Silber 46-08 Francis Lewis Bvd, Bayside, NY 11361
71822xxxx8 ste**********@l**.com 4.9 77 5 4
Marc Kreuser - Financial Advisor, Ameriprise Financial Services 104 W Miller St Ste 22, Newark, NY 14513
31533xxxx7 cla****@a***.com 2
Nannette P Nocon-Private Wealth Advisor, Ameriprise Financial Services 2024 W Henrietta Rd, Rochester, NY 14623
58547xxxx0 ame****************@e*.ameriprise
Timothy Kenneth Andres-Financial Advisor, Ameriprise Financial Services 2290 East Ave, Rochester, NY 14610
58529xxxx0 dns*****@a***.com
Matthews Enterprise 111 Town Square Pl Ste 1203 Jersey City, NJ 07310
86262xxxx4 joh******@m*****************.com
NF Wealth Management 626 E 20th St Manhattan, NY 10009
20130xxxx2 dm@n*****************.com
United Professional Advisors 1025 Brixton Dr, Macedon, NY 14502
31598xxxx5 arn**@u*************************.com
Profit Forex Signals 375 Park Ave Ste 2607 New York, NY 10152
31065xxxx9 cli****@p******************.com 5 2
Alyssa Fox - Financial Advisor, Ameriprise Financial Services 90 Linden Oaks Ste 230, Rochester, NY 14625
58546xxxx0 aly*******@a***.com
Transamerica Financial Advisors, Inc. Manhattan Branch 59 E Broadway 5th floor room c, New York, NY 10002 64677xxxx2 jan*****@a*****.business 5 2
The New York Latin America Group - Morgan Stanley 101 Park Ave 24th Floor, New York, NY 10178
21250xxxx4 acm***********@m************.com
New York City Financial Advisor-Financial Planners 60 E 42nd St, New York, NY 10165
64637xxxx0 ago***@f**********.com
Grand Central Financial Planning 1407 Broadway 26th floor, New York, NY 10018
21225xxxx9 ak@g*************.com
Wealth Advisory Group LLC 355 Lexington Ave, New York, NY 10017
21254xxxx0 a.-**********@w*****.com 5 1 330 22 336
Wells Fargo Advisors 280 Park Ave, New York, NY 10017
21255xxxx4 a-p*************@w*****************.com 5 1
The CGL Consulting Group 527 Adams St, Hoboken, NJ 07030
64625xxxx8 inf*@t**********.com
Merrill Lynch Financial Advisor John F Byren 225 Liberty St, 40th Floor, New York, NY 10281
21223xxxx5 aar**********@s*****.com
STRONGPOINT WEALTH ADVISORS 245 Park Ave Suite 1800, New York, NY 10167 64636xxxx4
Mercer Advisors Wealth Management 375 Woodcliff Dr, Fairport, NY 14450
58544xxxx0 aar********@m*************.com
Nomad Financial 119 W 24th St Fl 3 New York, NY 10011
64684xxxx5 64c*************************************@w*****************.com 5 1 31 5500
Start Small Think Big 132 W 31st St Fl 9 New York, NY 10001
64672xxxx3 aan********@s*****************.org 4.1 10 3554 111 4100
Kaizen Wealth Management, LLC 222 Broadway Fl 19 New York, NY 10038
21236xxxx0 bmi****@k*******.com 192 4
American Express Financial Advisors 3080 W Main Street Rd, Batavia, NY 14020
58576xxxx7 ame****************@e*.ameriprise 132801 134000
Credit Repair Plus 1642 Coney Island, Brooklyn, NY 11230
71847xxxx7 86c*************************************@w*****************.com 5 7 115 116
J.P.Morgan Global Wealth Management 345 Park Ave, New York, NY 10154
21227xxxx0 aam***********@j*******.com 4.5 11 90782 116000
Schnall Advisory Services Corp 350 5th Ave Ste 3505 New York, NY 10118
21296xxxx5 dar*********@s**************.com
Saul Wealth Advisors, Inc 200 Park Ave 32nd floor, New York, NY 10166
21245xxxx0 all*@s*****************.com
Matthew Melia - TIAA Wealth Management Advisor 35 Celebration Dr Fl 1, Rochester, NY 14620
87720xxxx4 acc******************@t***.org
Italian CPA New York 450 Lexington Ave 4th Floor Manhattan, NY 10017
91773xxxx6 giu****@i************.com 5 1
Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services 29 Clinton St, Brockport, NY 14420
58563xxxx2 dns*****@a***.com
Fidelity Investments 350 Park Ave New York, NY 10022
21237xxxx7 acc***********@f**.com 2.6 14 2.7 9 18419 19000
Flynn Financial Partners 56 Harrison St Ste 203 New Rochelle, NY 10801
21249xxxx0 ada*@f*********.com 5 1 847 2 871
Scarpati & Associates, LLP 131 W 33rd St Ste 1105 New York, NY 10001
21271xxxx7 ant************@s*****.net
Edward Jones - Financial Advisor: Dale R Rehkopf II, CFP®|CFA®|CLU®|AAMS™ 40 Grove St, Pittsford, NY 14534
58558xxxx0 a.j*********@e**********.com
OG Tax and Accounting Group 164 20th St Ste 2E Brooklyn, NY 11232
71878xxxx7 inf*@o********.com 4.5 40 4.8 78
Herod CPA PLLC 1216 Broadway Fl 2 New York, NY 10001
64641xxxx8 hel*@c***************.com 1 2 12
The Fortis Group - Morgan Stanley Financial Advisors 55 E 52nd St 28th Floor, New York, NY 10055
21288xxxx4 acc**********@m************.com
Unique Financial Advisors & Tax Consultants 26 Broadway f8, New York, NY 10004
64691xxxx0 cri*****@u**********************.com 5 2
UBS Private Wealth Management 299 Park Ave 26th floor, New York, NY 10171
21282xxxx0 5 1
Stash Wealth New York, NY 10005
21291xxxx4 bra**@s**********.com 2.2 64 4.2 33
The Kahner Smith Wealth Management Group - UBS Financial Services Inc. 1251 Avenue of the Americas, 1251 6th Ave 2nd Floor, New York, NY 10020 21262xxxx3
Capital Market Advisors 11 Penn Plz New York, NY 10001
21294xxxx2 ake**@c******.org
Edward Jones - Financial Advisor: Courtney A Laffler 370 Woodcliff Dr Ste 1, Fairport, NY 14450
58542xxxx0 acc**********@e**********.com
NY Money Coach 154 Grand St Manhattan, NY 10013
41557xxxx8 car***@s***********.com 5 2 612
Advanced Financial Solutions 40 Wall St Fl 28 New York, NY 10005
87781xxxx6 mma****@e************.com 75
Walnut Investment Services 1018 8th Ave, Brooklyn, NY 11215
71878xxxx2 366
Economic Value Advisors 14 Wall St, New York, NY 10005 64650xxxx1
The Debt Relief Company 99 Wall St Ste 725 New York, NY 10005
88834xxxx4 ase****@t*******************.com 5 3
Edward Jones - Financial Advisor: Jim Sandlas 121 Sullys Trl Ste 3, Pittsford, NY 14534
31578xxxx7 a.j*********@e**********.com
Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services 219 E Main St, Batavia, NY 14020
58534xxxx2 dns*****@a***.com
Edward Jones - Financial Advisor: Brent J Ascroft, AAMS™ 23 Coach Street 1 A, Canandaigua, NY 14424
58539xxxx4 a.j*********@e**********.com
Morgan Stanley Wealth Management 31 W 52nd St Fl 23 New York, NY 10019
21260xxxx0 int**********@m************.com 5 1
Blue Ocean Wealth Solutions 2701 Queens Plz N Fl 9 Long Island City, NY 11101
21257xxxx8 acc*******@a**.us
Amundsen ventures 57 W 57th St Fl 3 New York, NY 10019
21292xxxx8
Merrill Lynch Financial Advisor Ashish D Mathur 225 Liberty St 41st Floor, New York, NY 10281
21228xxxx5 ale*********@m*.com 5 1
Klodoaldo Nushi- TD Wealth Financial Advisor 166 Chambers St, New York, NY 10007
64693xxxx7 abc*******@t*.com 843683 7667 849000
Exceptional Tax & Accounting Services 1825 Coney Island Ave Fl 1 Brooklyn, NY 11230
71828xxxx3 exx***@e*************.com 4.7 23
Donnelly Financial Services Forest Hills, NY 11375
57030xxxx6 pat****@d************************.com 5 1
Chantal Joseph - NewRoc Financial 420 Lexington Ave, New York, NY 10170
64622xxxx6 inf*@n**************.com
Leah White - Financial Advisor, Ameriprise Financial Services 2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
58542xxxx0 car***********@a***.com
Mercer Advisors 767 3rd Ave 37th Floor, New York, NY 10017
88860xxxx3 a@m*************.com 5 1
Steve Middlebrook - Chase Home Lending Advisor - NMLS ID 49026 609 Moseley Rd, Fairport, NY 14450
58575xxxx2 abc*******@c****.com
Yalber 315 W 36th St New York, NY 10018
88896xxxx3 app*********@y*****.com 5 1
Lincoln Financial Advisors 7 Pennsylvania Plaza #308, New York, NY 10001 21277xxxx0 5 1
Lumiere Financial 675 3rd Ave #920, New York, NY 10017
21251xxxx0 giv***@l********.com 5 16
Aldo Rabih, CPA 2610 E 18th St Ste 3 Brooklyn, NY 11235
34757xxxx6 ald*********@g****.com 5 2
Christopher M Corea - Financial Advisor, Ameriprise Financial Services 2290 East Ave Ste 3RD, Rochester, NY 14610
58529xxxx0 all*********@a***.com
Merrill Lynch Private Wealth Advisor Joshua A. Hidalgo 225 Liberty St 37th Floor, New York, NY 10281
21223xxxx1 aar**********@s*****.com
Edelman Financial Engines 406 Forest Ave Staten Island, NY 10301
83375xxxx3 aar*******@e**********************.com 103 18784 23 20000
Boerum Hill Financial Advisors, LLC 236 Livingston St #15g, Brooklyn, NY 11201
51669xxxx0 jon****@b***********.com 5 1
Credit Pro Repair 195 Plymouth St Fl 2 Brooklyn, NY 11201
87783xxxx2 cli**@c**************.com 2.3 3 4.1 20 85
Concierge Financial Planning, LLC 1371 Cooper Rd Scotch Plains, NJ 07076
90875xxxx3 ann@c**********.com
Northwestern Mutual - Financial District 50 Broad St STE1502, New York, NY 10004
91752xxxx0 a.-***********@n*****************.com 105547 15886 106671
J W Brower & Associates 40-18 34th Ave Long Island City, NY 11101
71827xxxx2 joh******@j*******.com 5 12 4.3 6
John Brandt - Financial Advisor, Ameriprise Financial Services 1100 Goodman St S Ste 105, Rochester, NY 14620
58529xxxx1 dns*****@a***.com
Encompass Advisors 10 Office Park Way Ste 300, Pittsford, NY 14534
58524xxxx0
Merrill Lynch Financial Advisor Rebecca Anne Lerner 225 Liberty St, 40th Floor, New York, NY 10281
21223xxxx3 ale*********@m*.com
Daniel Hayes - Financial Advisor, Ameriprise Financial Services 90 Linden Oaks Ste 230, Rochester, NY 14625
58546xxxx0 aly*******@a***.com
Edward Jones - Financial Advisor: Carla M Morris 706 University Ave, Rochester, NY 14607
58527xxxx8 a.j*********@e**********.com
Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services 2290 East Ave Ste 3RD, Rochester, NY 14610
58529xxxx0 all*********@a***.com 3 2 86 89
Altfest Personal Wealth Management 445 Park Ave 6th floor, New York, NY 10022
21240xxxx0 aal*****@a******.com 5 4
Rob Rosato - TD Wealth Financial Advisor 258 Broadway, New York, NY 10007
20124xxxx1 and***********@t*.com 845748 7805 851000
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
Elite Financial Advisory Group 37-20 Prince St Ste 2A New York, NY 11354 92960xxxx1
Drucker Wealth Management 2 Park Ave #300, New York, NY 10016
21268xxxx0 aut***@d************.com 4.9 64 816 11 835
The Wealth Chapter New York, NY 10002
c18*****************************@s*****.wixpress 46
First Manhattan Financial 2747 Coney Island Ave Fl 1 Brooklyn, NY 11235
80025xxxx7 bco***********@f**********************.com 5 3
Credit Bounce Credit Repair 85 Delancey St Ste 200 New York, NY 10002
64699xxxx4 hel**@c***********.com 5 13
Brave Eagle Wealth Management, LLC 48 Wall St #1100, New York, NY 10005
34747xxxx9 use*@d*****.com
Merrill Lynch Financial Advisor Vikas Mohindra 75 Rockefeller Plaza, New York, NY 10019
21241xxxx4 ali*************@m*.com 4 4
Source Financial Advisors 545 5th Ave #1100, New York, NY 10017
21227xxxx0 ami****@s*******.com 5 3 421 433
Nancy Curtin, CLTC 28 W 44th St Ste 1200 New York, NY 10036
21294xxxx1 ala**@k********.com
Advisable 40 Exchange Pl Ste 1900 New York, NY 10005
92937xxxx3 e57*************************************@w*****************.com 26
Voya Financial Advisors 581 Main St Ste 620 Woodbridge Township, NJ 07095
73232xxxx5 5 2 1 1
Taher Financial Planning 147 Prince St Brooklyn, NY 11201
64688xxxx5 jsm***@t*************.com 4
Avanti Wealth Management - Pasquale Pisani 17 Sylvan St Ste 104 Rutherford, NJ 07070
20172xxxx7 imp******@g****.com 5 19 5 3 227
Stacey Braun Associates, Inc. 377 Broadway, New York, NY 10013
21222xxxx7 ahr**@s**********.com
Eagle Grove Advisors 75 Montgomery St Ste 202 New Jersey, NJ 07302
91747xxxx9 eri*@e*****************.com
Robert A. Woloshen CPA 29 W 15th St Ste 1 New York, NY 10011
21284xxxx6 bob@r*****.com 2.8 11 2.5 8 73 84
Harness 32 Avenue Of The Americas Fl 13 New York, NY 10013
64658xxxx7 adv*****@h************.com 5 2
Merrill Lynch Financial Advisor Jeff C Thomas 474 Fulton St, Brooklyn, NY 11201
71851xxxx6 ann********@m*.com 5 4
Guillen & Sal Multi-Services Totowa, NJ 07512 55131xxxx2 5 1
Citi Financial Group Direct 1745 Broadway Fl 17 New York, NY 10019
86667xxxx9 1 1
Merrill Lynch Financial Advisor Robert C Waldele 225 Liberty St, 39th Floor, New York, NY 10281
21223xxxx3 aan********@m*.com
Anthony Pio Costa - Ameriprise Financial Advisor 350 Passaic Ave Ste 202 Fairfield, NJ 07004
97327xxxx5 ant*************@a***.com 5 1 300 14 307
Magnifina 25 Broadway 10th Floor, New York, NY 10004
80073xxxx8 hel**@m********.com 5 1 3
Merrill Lynch Financial Advisor Michael Allen Ruffine 225 Liberty St, 40th Floor, New York, NY 10281
21223xxxx1 aar**********@s*****.com
Hendry Financial Brooklyn, NY 11215
80344xxxx9 bre****@h**************.com
Water Street Wealth Management - Morgan Stanley 1 Pennsylvania Plaza 43rd Fl, New York, NY 10119
21264xxxx6 acc**********@m************.com 5 1
Cold Spring Advisory Group 445 Park Ave Fl 9 New York, NY 10022
21256xxxx0 inf*@c*****************.com 5 1
Wells Fargo Advisors 20 N Main St, Pittsford, NY 14534
58558xxxx2 abc*******@w*****************.com
Equitable Advisors 175 Corporate Woods, Rochester, NY 14623
58547xxxx0 aar*********@e********.com 51817 16 52000
The Financial Gym 134 W 25th St Fl 2 New York, NY 10001
64660xxxx5 cop******@f******.com 4.8 103 3.3 18
Kristin Gail Cunningham 240 Greenwich St New York, NY 10007
66149xxxx3 d75*************************************@w*****************.com
Central Park Financial Planning LLC 60 E 42nd St Suite 4600, New York, NY 10165
21265xxxx8 inf*@c********.com 23 25
Cooper/Haims Advisors, LLC 1501 State Route 96 Ste 101, Victor, NY 14564
58524xxxx0 abo**@c**********.com
Paul Beck - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx8
Merrill Lynch Financial Advisor John Gunther 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx2 ale*********@m*.com
Daniel Driscoll - Financial Advisor, Ameriprise Financial Services 2290 East Ave Ste 3RD, Rochester, NY 14610
58529xxxx0 all*********@a***.com
Christopher Neitz - Private Wealth Advisor, Ameriprise Financial Services 1100 Goodman St S Ste 105, Rochester, NY 14620
58554xxxx4 chr**************@a***.com
Rosecliff Capital 641 Lexington Ave Fl 15 New York, NY 10022
21249xxxx0 mmu****@r***************.com
Charles Schwab 2308 Broadway, New York, NY 10024
21236xxxx0 ej.********@s*****.com 5 2 3.4 7
Philip Franco - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx6
Edward Jones - Financial Advisor: Jessica N Millan, CFP®|CEPA® 906 Elmgrove Rd Ste 2, Rochester, NY 14624
58524xxxx6 a.j*********@e**********.com
Louis Bacchetta, Financial Advisor - Eagle Strategies 209 High Point Dr, Victor, NY 14564
58564xxxx3 kdo*******@f*.newyorklife
Midas Wealth One Battery Park Plaza, Battery Pl Suite 3350, New York, NY 10004
91752xxxx0 ash**********@n*.com 5 3 518 526
Barry M. Strauss Associates 307 5th Ave Fl 8 New York, NY 10016
21277xxxx0 31
Merrill Lynch Financial Advisor Christopher Cornett 225 Liberty St, 40th Floor, New York, NY 10281
21223xxxx5 aan********@m*.com
Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services 90 Linden Oaks Ste 230, Rochester, NY 14625
58546xxxx0 aly************@a***.com
Goldburd & Co. 11 Broadway Ste 1155 New York, NY 10004
21230xxxx0 bgr****@g*******.com 4 1
Merrill Lynch Financial Advisor Michael J Mccormick 225 Liberty St 41st Floor, New York, NY 10281
30553xxxx4 aar**********@s*****.com
Tri-River Capitol 82 Mount Archer Rd, Lyme, CT 06371
21258xxxx7 adm*********@w**************.cc
RMR Wealth Builders 111 Grove St Montclair, NJ, NJ 07042
88833xxxx8 aco*******@r********.com 5 2 5 2
James P Lombardo - Private Wealth Advisor, Ameriprise Financial Services, LLC 530 5th Ave 10th floor, New York, NY 10036
21284xxxx1 dns*****@a***.com
Flores Wealth Planning, LLC 800 3rd Ave Suite 2800, New York, NY 10022
91774xxxx8 afl****@f**********************.com
Cortburg Retirement Advisors 10 Times Sq 5th Floor, New York, NY 10018
21277xxxx4 mig***@c*****************.com 5 14 1011 10 1000
Merrill Lynch Financial Advisor Nicholas Arthur Mattiello 225 Liberty St, 40th Floor, New York, NY 10281
51878xxxx3 ale*********@m*.com
Wells Fargo Advisors 200 Meridian Centre Blvd Ste 260, Rochester, NY 14618
58524xxxx0 abc*******@w*****************.com
Tiffany Cioffi Accounting & Tax Services Staten Island, NY 10314
34773xxxx3 5 1
Merrill Lynch Wealth Management South Tower, 225 Liberty St 38th Floor, New York, NY 10281
80033xxxx4 ban********************@m*.com 4 3
Edward Lisowski, CFP® - Wilmington Advisors @ M&T 55 Main St, Batavia, NY 14020
71663xxxx6 alo******@m**.com
One Stop Financial 142 W 32nd St Fl 3 New York, NY 10001
64691xxxx0 hel**@o*********.net 5 9 5 2
Wells Fargo Advisors 2570 E 17th St Brooklyn, NY 11235
71888xxxx8 a-w***************@w*****************.com 4.1 13 5 1 187909 189000
Evolution Financial Advisors 580 Fishers Station Dr, Victor, NY 14564
58543xxxx4 fir**@e**********.com
Edward Jones - Financial Advisor: Michael Booth 428 Bakers Park At I-Square 2nd Floor, Rochester, NY 14617
58526xxxx0 a.j*********@e**********.com
Upstate Advisors Inc 40 Humboldt St Ste 100, Rochester, NY 14609 58569xxxx1
Value Investment Professionals 125 Park Ave 25th Fl, New York, NY 10017
64638xxxx7 5 5 5 2
Empire Wealth Strategies 2 Park Ave #300, New York, NY 10016 21269xxxx5 aca********@e*****.com 5 1 386 408
total alignment wealth advisor 1350 6th Ave, New York, NY 10019
21291xxxx0 aba***@t*******************.com
Merrill Lynch Financial Advisor James V DePiero 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx2 ale*********@m*.com
Faulisi & Company CPAs 101-42 99th St Queens, NY 11416
34782xxxx1 con****@s*********.com 5 3
Retirement Aspirations 45 W 34th St, New York, NY 10001
80069xxxx5 inf*@r********************.com
Old Field Advisors LLC 5 Pennsylvania Plaza, New York, NY 10001
63175xxxx0 gma**@o***************.com
Kathryn Castro - Financial Advisor, Ameriprise Financial Services 150 Allens Creek Rd Ste 160, Rochester, NY 14618
58529xxxx0 ann************@a***.com
GRF Consulting 5 Pennsylvania Plz Fl 23 New York, NY 10001
21247xxxx9 c18*****************************@s*****.wixpress
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services 90 Linden Oaks Ste 230, Rochester, NY 14625
58546xxxx0 aly************@a***.com
Client Focused Advisors 122 E 42nd St #1903, New York, NY 10168
21257xxxx4 bi**@c********************.com 5 1
Equitable Advisors 70 Maywood Ave, Rochester, NY 14618
58547xxxx0 aar*********@e********.com 51817 16 52000
Siegel Joan Cfp 21245 26th Ave, Bayside, NY 11360 71842xxxx0 joa*@j**********.com 4.3 6 5 1
Wells Fargo Advisors 437 Madison Ave, New York, NY 10022
91732xxxx0 aar**********@w*********.com
Merrill Lynch Financial Advisor William M Alexander 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx9 ban********************@m*.com
Mallory Lauffer - Financial Advisor, Ameriprise Financial Services 2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
58542xxxx0 car***********@a***.com
Kevin Kautzmann, CFP 80 5th Ave #1403, New York, NY 10011
21226xxxx5 ami*********@e************.com 5 1
WealthBridge Financial Group 675 3rd Ave #900, New York, NY 10017
20298xxxx0 agu**********@n**********.com 5 14 16
Kathryn Castro - Financial Advisor, Ameriprise Financial Services 330 E Main St, Palmyra, NY 14522
58529xxxx0 ann************@a***.com
Wharton Wealth Planning 3 Columbus Cir Floor 15, New York, NY 10019
64645xxxx1 dav**@w********************.com 5 6
Lineage Advisors - UBS Financial Services Inc. 1285 6th Ave, New York, NY 10019
21271xxxx8
Equitable Advisors 43 Jackson St, Batavia, NY 14020
58534xxxx1 aar*********@e********.com
Sarsi, LLC 420 Lexington Ave #300, New York, NY 10170
21263xxxx4 dev*@s*******.com 5 6 210
Omni Corp New York, NY 11434 34765xxxx5
Redfield Blonsky & Starinsky, LLC 1024 South Ave W Westfield, NJ 07090
90827xxxx6 ash*****@r****.com 5 1 282 5 272
Future You Wealth 200 Vesey St, New York, NY 10281
91751xxxx0 inf*@f**************.com 5 1 87
Michael Rosenthal - Morgan Stanley Financial Advisor Park Ave Plaza, 55 E 52nd St 28 Fl, New York, NY 10055
21288xxxx3 acc**********@m************.com
Open Finance 62 Chelsea Piers Ste 316 Manhattan, NY 10011
21294xxxx6 cur***@o**********.com
Neil G Carousso,CFP 36-01 208th St Bayside, NY 11361
71842xxxx0 nei*@n***********.com 5 53 4.6 9
Williams Jones Wealth Management 717 5th Ave 11th Floor, New York, NY 10022
21293xxxx0 amo*@w************.com 4.8 5
eMerge M&A 295 Madison Ave Fl 12 New York, NY 10017
21280xxxx2 bxx****@e********.com 9 56
Equiventure Capital New York, NY 10036
21287xxxx5 bti****@e*****************.com
Breakthrough Business Concepts Fort Lee, NJ 07024
97344xxxx1 giz********@g**********.com 5 4
Premier Wealth Advisors, LLC 1411 Broadway 16th Floor, New York, NY 10018
21275xxxx3 and***@y****************.com
Annuity General Serving theRochester Area 80033xxxx4
NG Advisory Group 121 Newark Ave, Ste 301 Jersey City, NJ 07302
20136xxxx1 joh*@g***********.net 3.4 5 4.5 15 93 97
Chris Tomolonis Jersey City, NJ 07304
20160xxxx1 cto*******@w*****.com 5 3 5 1
Robert B Lum - Financial Advisor, Ameriprise Financial Services, LLC 530 5th Ave 10th floor, New York, NY 10036
91747xxxx9 dns*****@a***.com
Francis Financial, Inc. 39 Broadway Suite 1730, New York, NY 10006
21237xxxx8 ace****@f***************.com 5 37 925
SAMRA WEALTH MANAGEMENT One World Trade Center, Fulton St 85th floor, New York, NY 10007
21251xxxx0 ind*******@s********************.com 5 1 636 4 636
Vital Planning Group 200 Park Ave Ste 3200B New York, NY 10166
84477xxxx4 agn**@v************.com 5 1
Robert H Petrocelli Jr, Managing Director - Petrocelli Financial Services LLC 1300 Concord Ter Fl 5, Sunrise, FL 33323
95495xxxx8 jsm***@r***************.com
TIAA Financial Services 730 3rd Ave Fl 6 New York, NY 10017
80084xxxx3 acc******************@t***.org 2.2 28 1.5 22 90955 535 91000
Andrew Ward - Financial Advisor, Ameriprise Financial Services 90 Linden Oaks Ste 230, Rochester, NY 14625
58546xxxx0 aly*******@a***.com 66 190 193
Brooklyn Plans 81 Prospect St, Brooklyn, NY 11201
91772xxxx7 dan*****@b************.org 5 20 298
Titanium Realty Group 146 E 37th St New York, NY 10016
21222xxxx6 ama**@t*********.com 44 1 1 230 241
Gradient Financial Group/Advisors - Seniors - Highest Retirement Income, Alt 32% IRR investments, Tax/Wealth Foundations 79 White St #1W, New York, NY 10013 91742xxxx2 jan**@o******.business
Merrill Lynch Financial Advisor Hans A. Stelzer 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx8 ale*********@m*.com
Silver Advance 131 Varick St Ste 1010 New York, NY 10013
92927xxxx7 inf*@s*************.com 4.8 8 5 1
TD Ameritrade 1161 6th Ave, New York, NY 10036
21229xxxx0 aam***********@t***********.com 5 1
Christine Frole & Associates - Ameriprise Financial Advisors 539 Valley Rd Ste 2A Upper Montclair, NJ 07043 97353xxxx0 5 1
Pyros Advisors 300 Park Ave Fl 12 New York, NY 10022
34753xxxx7
Paulo Financial Advisors 1688 Victory Blvd Ste 200 Staten Island, NY 10314
71837xxxx4 bro**@p*********************.com 5 1
Oppenheimer 85 Broad St New York, NY 10004
21266xxxx0 abc***@o***.com 3 8 1 1 641 165 733
Martinez Consulting Services Bronx, NY 10459
34794xxxx4 5 1
RGA Investment Advisors 185 Great Neck Rd Fl 3 Great Neck, NY 11021
51666xxxx5 ari@r****.com 5 4 228
Strategies for Wealth 437 Madison Ave 29th Floor, New York, NY 10022
21270xxxx0 a@s******************.com 3.2 11 466 34 495
Volonakis, Bedevian & Loucas 5-44 47th Ave 3rd Fl, New York, NY 11101
71893xxxx7 5 1
Robert J Klein, CPA 4021 214th Pl, Bayside, NY 11361
71842xxxx4 adm**@r**************.com 5 5 5 5 52
Overnight Capital 124-17 Metropolitan Ave Queens, NY 11415
92920xxxx2 inf*@o****************.com 5 1
AXA Advisors 1290 6th Ave #4th, New York, NY 10104
21240xxxx6
Dash Capital Advisors 7424 Victor Mendon Rd, Victor, NY 14564
58544xxxx4
United Advisors Wealth Management Trump Bldg, 40 Wall St, New York, NY 10005 5 2
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services 113 Main St, Batavia, NY 14020
58546xxxx0 aly************@a***.com 29
Passante Investments 36-11 Ditmars Blvd, Astoria, NY 11105
51688xxxx5 cpa******@a*****************.com
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services 1100 Goodman St S Ste 105, Rochester, NY 14620
58556xxxx7 dns*****@a***.com
Drucker Wealth Management 2 Park Ave New York, NY 10016
21268xxxx0 aut***@d************.com 4.9 56 813 11
Mariner 1500 Broadway 28th Floor, New York, NY 10036
21286xxxx0 aar********@m********************.com 3 2
Meredith Verona, CPA 484 W 43rd St Ste 41K New York, NY 10036
21227xxxx8 a@v***************.com 5 1
Merrill Lynch Financial Advisor Michael J Mattiello 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx3 ale*********@m*.com
A Kaplan CPA, P.C. 4300 Hylan Blvd Ste 2D Staten Island, NY 10312
71857xxxx2 acc*******@a*********.com 5 114 4.8 18 377 41 392
Edward Jones - Financial Advisor: Peter Wing, AAMS™ 659 Ridge Rd, Webster, NY 14580
58567xxxx0 a.j*********@e**********.com
Karagosian Financial Services 315 5th Ave Ste 704B New York, NY 10016
21221xxxx8 cte***@t*******.com
Wallace Investments 14 Wall St Fl 20 New York, NY 10005
91791xxxx5 k.m******@w****************.com 105 125
Bulls To Bears 225 Ave T Ste 1H Brooklyn, NY 11223
71887xxxx0 ser****@b***********.com
Chelsea Highline Financial Advisors - Ameriprise Financial Services, LLC 455 W 23rd St #1F, New York, NY 10011
21262xxxx2 dns*****@a***.com
Samra Wealth Management 1 World Trade Ctr Fl 85 New York, NY 10007
20142xxxx0 ind*******@s********************.com 634 4 632
Merrill Lynch Financial Advisor Jessica E. Lee 474 Fulton St, Brooklyn, NY 11201
71851xxxx3 aar**********@s*****.com
Prudential Financial - Gabriel Sakellaridis 240 Kent Ave Brooklyn, NY 11249
21238xxxx7 acc**************@p*********.com
Epic Advisors Inc 150 State St, Rochester, NY 14614
58523xxxx0 aal******@n******.com
Edward Jones - Financial Advisor: Jonathan D Walker 401 Broadway Ste 204 New York, NY 10013
21221xxxx6 a.j*********@e**********.com 2
Graziano & Company, CPAs 847 Broadway, Bayonne, NJ 07002
20185xxxx9 ale****@c*********.com 4.8 75 3.4 17 31
Safran Wealth Advisors, LLC 641 Lexington Ave 14th floor, New York, NY 10022
21232xxxx0 esa****@s*******************.com 5 2
United Financial Planning Group LLC 14 Pennsylvania Plaza 9th Floor, New York, NY 10122
63123xxxx1 ami*@u********.com 5 1
Marianne Bolton - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx3
VB&T Certified Public Accountants 57 W 57th St Ste 1406 New York, NY 10018
21244xxxx0 fvb@g*****.com 5 4 50
Yope 81 Prospect St, Brooklyn, NY 11201
64625xxxx9 5 2
Wainscott Advisors 244 5th Ave Ste A282 New York, NY 10001 86639xxxx4
Seneca Financial Advisors 500 Linden Oaks, Rochester, NY 14625
58520xxxx1 ahu*****@s**********************.com
Harrison Brook USA - Expat Financial Advice PMB #9070, 515 Madison Ave 9th Floor, New York, NY 10022
92940xxxx1 inf*@h************.co 1746 9 1700
Park Avenue Financial Advisors 136 Madison Ave, New York, NY 10016
21268xxxx0 5 1
Merrill Lynch Financial Advisor Dinoe Wilson 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx5 ale*********@m*.com
Charles Schwab 915 Broadway, New York, NY 10010
21221xxxx3 ian***********@s*****.com 3.5 13 2.8 10 646342 201 658000
Carlos Rangel, CPA, PC 405 Lexington Ave, Ste 2600 New York, NY 10174
64640xxxx3 car*********@c*********.com 4 4 5 6
Edward Jones - Financial Advisor: Patrick E Caufield 2160 Penfield Rd Ste 8, Penfield, NY 14526
58537xxxx8 acc**********@e**********.com 209 6 210
Charles Schwab 200 E 79th St New York, NY 10075
21245xxxx0 jan*****@s*****.com 4.5 2 646397 204 658000
Precision Financial Services 104 W 40th St Ste 530 New York, NY 10018
21257xxxx0
Bone Fide Wealth, LLC 7 World Trade Center, New York, NY 10006
21239xxxx1 car***@b*************.com 3.4 5 1064 6 1000
Kickstand Wealth Advisors 1250 Pittsford Victor Rd Ste 200, Pittsford, NY 14534
58538xxxx0 inf*@k**************.com
Kevin Blackburn, CPA 99 Wall St Ste 457 New York, NY 10005
91796xxxx3
Wealthstream Advisors, Inc. 60 E 42nd St Suite 1120, New York, NY 10165
21297xxxx1 ata***@w*******************.com 35
Zoe Financial 666 3rd Ave, New York, NY 10174
64668xxxx4 adv***********@z*****.com 4.6 30 1416 1500
Adler, Levy, Jee & Lubin Wealth Management of Raymond James 320 Park Ave, New York, NY 10022
21231xxxx0 aar************@r***********.com
Bill Geraghty - Financial Advisor, Ameriprise Financial Services, LLC 530 5th Ave 10th floor, New York, NY 10036
91747xxxx6 dns*****@a***.com
Hudson Park Advisors Llc 110 E 40th St, New York, NY 10016
21272xxxx1 jdo*@h*****************.com 5 1
E*TRADE 1290 Avenue Of Americas Fl 12 New York, NY 10104
86678xxxx5 adv************@e*****.com 1 2 166190 170000
Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services 29 Clinton St, Brockport, NY 14420
58563xxxx2 dns*****@a***.com
Institutional Investment Advisors Corp. 440 Park Ave, New York, NY 10016
21286xxxx6 cli******@c*****************.com
Beekman Financial Planning LLC 200 Park Ave 17th Floor, New York, NY 10166
21272xxxx4 dpo*****@f******.com 5 1 3
Talisha Scarborough - New York Life 420 Lexington Ave Fl14th And 15th New York, NY 10170
91779xxxx3 a.-*****************@n**********.com 653052 656000
Fidelity Investments 2070 Broadway New York, NY 10023
21287xxxx4 a61****@f*******.com 3.7 6 2.5 4 330052 354000
Palm National Partners LLC Tower 45 120 W 45th St Manhattan, NY 10036
87763xxxx2 cor*************@p***********.com 1.3 3 2531 22 2500
Iron Birch Advisors 767 3rd Ave 38th Floor, New York, NY 10017
21275xxxx0 iro**************@a***.com 4.6 10 341 15 342
R.J. CAMPBELL INVESTMENTS LLC Trump Bldg, 40 Wall St 17th floor, New York, NY 10005
21244xxxx2 bob@r***********************.com
Blue Cove Capital 1290 Avenue Of The Americas Fl 4 New York, NY 10104
21240xxxx8 ago******@b**********.com 40
Cheryl Johnson - Financial Advisor, Ameriprise Financial Services - Closed 90 Linden Oaks Ste 230, Rochester, NY 14625
58585xxxx4 dns*****@a***.com
Morgan Stanley Financial Advisors 1 Pennsylvania Plaza 43rd Fl, New York, NY 10119
21264xxxx0 ade***********@m************.com
Merrill Lynch Financial Advisor Bertrand Wong 225 Liberty St 41st Floor, New York, NY 10281
21223xxxx3 ale*********@m*.com
Morgan Stanley 522 5th Ave Fl 11 New York, NY 10036
21229xxxx9 acc**********@m************.com 5 1
Choice Tax Solutions 140 Broadway Ste 4600 New York, NY 10005
34759xxxx1 abb*@c*********.com 4.1 48
Edward Jones - Financial Advisor: Sean Hantes 906 Elmgrove Rd Ste 2, Rochester, NY 14624 58524xxxx6
USALLIANCE Financial 20 E 179th St, Bronx, NY 10453
86679xxxx9 aal***@u*********.org 4.2 25 5 1 4229 237 4200
Gerstein Fisher 565 5th Ave Fl 27 New York, NY 10017
80084xxxx2 bjo****@g*************.com 3.3 4 3 4
Repex Investment Mgmt Co 550 Durie Ave Closter, NJ 07624
20176xxxx0 5 1
Morgan Stanley Financial Advisors 300 Linden Oaks, Rochester, NY 14625
58538xxxx0 int**********@m************.com
Michael Shapiro 2 Grace Ct New York, NY 11201
71862xxxx6 adm**@p**************.org
Edward Jones - Financial Advisor: Diane J Hennekey 97 Canal Landing Blvd, Rochester, NY 14626
58572xxxx0 a.j*********@e**********.com 86563 97000
John Wade - Financial Advisor, Ameriprise Financial Services 90 Linden Oaks Ste 230, Rochester, NY 14625
58546xxxx0 cor**************@a***.com
Voya Financial, Inc. 230 Park Ave Ste 14, New York, NY 10169
85566xxxx2 aar**@v***.com
Cobblestone Capital Advisors LLC 140 Allens Creek Rd, Rochester, NY 14618 58547xxxx3
Funderial 65 W 36th St Ste 901 New York, NY 10018
85538xxxx4 app**@f********.com 4 8 4 9
CSG Partners 40 Fulton St, New York, NY 10038
21243xxxx0 ani*****@c**********.com 5 13
Jonathan Gorom - Associate Financial Advisor, Ameriprise Financial Services 2024 W Henrietta Rd Ste 5K, Rochester, NY 14623
58547xxxx0 dns*****@a***.com
Cannataro Park Avenue Financial 245 Park Ave Ste 1800 New York, NY 10029
64636xxxx1
MYRA Wealth 750 Lexington Ave, New York, NY 10022
80538xxxx2 fab****@m*********.com 5 7
Fredrickson Financial Planning- Garrett Investment Advisors 552 16th St Brooklyn, NY 11215
34788xxxx4 joh*******@f*******************.com
Bridgewater Advisors Inc 600 5th Ave, New York, NY 10020
21222xxxx0 ado***@b*************.com 5 1
Cathy Gueli - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx7
LVW Advisors 67 Monroe Ave, Pittsford, NY 14534
58526xxxx0 abe**@l**********.com
Joseph M Sullivan - Financial Advisor, Ameriprise Financial Services, LLC 530 5th Ave 10th floor, New York, NY 10036
91747xxxx9 car*******@a***.com
Griffiths Tax & Accounting 9610 Ave L Brooklyn, NY 11236
71820xxxx2 inf*@g***********.com 4.2 5
Gariano Wealth Management 548 Franklin Ave, Nutley, NJ 07110
97366xxxx1 inf*@g********.com 5 4
Schupak Financial Advisors 101 Hudson St Ste 2175 Jersey City, NJ 07302
64684xxxx6 d_j***@s********.com 5 3
Francis Financial 39 Broadway Ste 1730 New York, NY 10006
21237xxxx8 ace****@f***************.com 5 34 931
Cicero, LoVerde & Pacifico CPAs, P.C. 1336 Forest Ave Staten Island, NY 10302
71827xxxx2 adm**@c******.com 5 5
Lenox Advisors 90 Park Ave 18th Floor, New York, NY 10016
21253xxxx0 aak*****@l************.com 4.6 10 160 28 171
Lion Wealth Management Group - Morgan Stanley 55 E 52nd St 15th Fl, New York, NY 10055
21249xxxx5 acc**********@m************.com
PG Capital Management Group - Financial Advisor: Pavlo Huda 216 E Main St Ste 39, Batavia, NY 14020 58544xxxx9 5 1
Voya Financial 230 Park Ave, New York, NY 10169
aar**@v***.com 2 7 1.3 10
Wells Fargo Advisors 400 Meridian Centre Blvd, Rochester, NY 14618
58524xxxx0 abc*******@w*****************.com
RLP Wealth Advisors, LLC 1675 Broadway, New York, NY 10019
21257xxxx0 art***@p************.com
RCL Advisors 60 E 42nd St Ste 2400 New York, NY 10165
21245xxxx0 bra****@r**********.com
Fidelity Investments 733 3rd Ave Frnt A New York, NY 10017
80062xxxx6 a61****@f*******.com 4.5 19 4.5 2 330052 354000
Horizon Harvest Financial Planning 540 President St Fl 3 Brooklyn, NY 11215
71877xxxx2 hor***************@r***************.com 5 1
Edward Jones - Financial Advisor: Tom Kasper Jr 906 Elmgrove Rd Ste 2, Rochester, NY 14624 58524xxxx6
Financial Solutions Inc 40 Wall St, New York, NY 10005
87781xxxx6 sup****@f*********.com
M W Moore & Associates 1431 Nostrand Ave, Brooklyn, NY 11226
71822xxxx0 3.8 11 4 4
Nicholas W. Lennon - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx4
Iryna Stepanchuk, CPA 195 Montague St Ste 1410 Brooklyn, NY 11201
92937xxxx7 d-j@s************.com 5 4 4.6 10 363 6 393
Blackrock Financial Management 345 Park Ave, New York, NY 10154
21275xxxx0 aam*********@b********.com 1.8 5
Kevin Kautzmann, CFP - EBNY Financial LLC 80 5th Ave Ste 1403 New York, NY 10011
21226xxxx5 ami*********@e************.com 5 4 6
Charles Schwab 100 Broadway New York, NY 10005
21223xxxx0 ask******@s*****.com 1.8 8 646240 193 658000
Wells Fargo Advisors 1200 Pittsford Victor Rd Ste 100, Pittsford, NY 14534
58538xxxx0 abc*******@w*****************.com
The New York Fourth Avenue Group - Morgan Stanley 399 Park Ave 12th Floor, New York, NY 10022
21289xxxx0 acc**********@m************.com 5 1
Morgan Stanley Financial Advisors 1250 Pittsford Victor Rd, Pittsford, NY 14534
58538xxxx0 acc**********@m************.com
Levine Financial Group 1150 Raritan Rd Ste 201 Cranford, NJ 07016
90870xxxx0 dyl*************@l**************.net 5 1
Matthew Camporeale - Chase Home Lending Advisor - NMLS ID 55983 1575 E Henrietta Rd, Rochester, NY 14623
58524xxxx8 abc*******@c****.com
Ment Capital Advisors 11 Broadway #1131, New York, NY 10004 64645xxxx4
Iryna Stepanchuk, CPA 240 Kent Ave, Brooklyn, NY 11249
34757xxxx5 d-j@s************.com 5 4 361 6 390
Edward Jones - Financial Advisor: John O Price 9 N Main St, Honeoye Falls, NY 14472
58562xxxx8 a.j*********@e**********.com
General Cash Advance 1 World Trade Center New York, NY 10007
80094xxxx4
Edward Jones - Financial Advisor: Ryan K Stimson 4756 Lake Rd S, Brockport, NY 14420 58563xxxx4
Brian M. Pauley - Wilmington Advisors @ M&T 1282 Long Pond Rd, Rochester, NY 14626
58522xxxx7 dns******@c********.com
Holden Borrelli - Financial Advisor, Ameriprise Financial Services 219 E Main St, Batavia, NY 14020
58534xxxx2 dns*****@a***.com
Edward Jones - Financial Advisor: Diane J Hennekey 97 Canal Landing Blvd Ste 1, Rochester, NY 14626
58572xxxx0 acc**********@e**********.com 102
Cultivating Wealth 41 Schermerhorn St, Brooklyn, NY 11201
64669xxxx1 joh*@c****************.com
Royal Investment Group 17 State St Ste 4200 New York, NY 10004
64666xxxx2 hr@r******.com
Philip Pusateri - Financial Advisor, Ameriprise Financial Services 90 Linden Oaks Ste 230, Rochester, NY 14625
58546xxxx0 aly************@a***.com
Christopher Street Financial 475 Park Ave S #2100, New York, NY 10016
21224xxxx0 ala*@c****************.com 5 1 279 18 285
Capital Preservation Partners 55 Pondfield Rd Bronxville, NY 10708
91433xxxx2 doe@c**.bz 5 1
Merrill Lynch Financial Advisor Brian Mizoguchi 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx2 ale*********@m*.com 5 1
Brown Advisory 12 E 49th St 35th floor, New York, NY 10017
21287xxxx0 aa@b************.com 5 1
Gold Coast Credit Services 125 Park Ave Fl 25 New York, NY 10168
87726xxxx3 inf*@g**************.com 5 197 4 13
Rob Rosato - TD Wealth Financial Advisor 47 E 3rd St, New York, NY 10003
20124xxxx1 abc*******@t*.com 843898 7667 849000
Edgcomb Financial Advisors 80 Linden Oaks, Rochester, NY 14625
58542xxxx5 fra***********@r**.com
Horizon Harvest Financial Planning 275 Park Ave Suite A, Brooklyn, NY 11205
71877xxxx2 hor***************@r***************.com 5 1
Mindy Kilby - Associate Financial Advisor, Ameriprise Financial Services 219 E Main St, Batavia, NY 14020
58534xxxx2 dns*****@a***.com
Wanderlust Wealth Management 750 3rd Ave Fl 9 New York, NY 10017
64672xxxx2 c18*****************************@s*****.wixpress
Affiliated Advisors 310 Riverside Dr Apt 1420, New York, NY 10025
21269xxxx8 ana@a*****************.com 5 1
Steven Heinowitz - Herold & Lantern Investments Hoboken, NJ 07030
64676xxxx1 ala********@h************.com
Edward Jones - Financial Advisor: David W Hall 7 Jackson St, Batavia, NY 14020
58534xxxx3 acc**********@e**********.com 86560 97000
Emax Financial & Real Estate Advisory Services, LLC 299 Broadway Ste 1520, New York, NY 10007
21281xxxx0 adm**@e******.com 3 2
Lenfell Associates 41 The Crescent, Montclair, NJ 07042
97374xxxx0 5 2
Bone Fide Wealth, LLC 7 World Trade Center, New York, NY 10007
21239xxxx1 car***@b*************.com 3 4 1066 6 1000
RLN US 60 East 42nd Street, Suite 1201, New York, NY 10165
21254xxxx0 axx***********@r****.com 4.9 32 282 401
Craig Lochner - Financial Advisor, Ameriprise Financial Services 2024 W Henrietta Rd Ste 5D, Rochester, NY 14623
58529xxxx0 cra************@a***.com
Edward Jones - Financial Advisor: John Pascucci, CFP®|AAMS™|CRPC™ 121 Sullys Trl Ste 3, Pittsford, NY 14534
31578xxxx7 a.j*********@e**********.com
Faughnan Financial 120 Broadway, New York, NY 10271
21270xxxx9 acu*******@f****************.com 30
Commodity Advisors Corp 170 Front St, New York, NY 10032 64699xxxx4
Merrill Lynch Financial Advisor Steven J Cannata 225 Liberty St 37th Floor, New York, NY 10281
21223xxxx0 ale*********@m*.com
Piermont Wealth Management 100 Park Ave Ste 1600 New York, NY 10017
63145xxxx5 cgr******@p*************.com
CastleBrook Partners 530 5th Ave Fl 12 New York, NY 10036
21253xxxx9 jsm***@c******************.com
Seasons of Advice Wealth Management 120 W 45th St, New York, NY 10036
21297xxxx1 aki******@s********.com 5 2
Lizza & Carullo CPAs & Advisors 1099 Wall St W Ste 170 Lyndhurst, NJ 07071
20189xxxx0 doe*****@l*******.com 4.5 6 5 2 226 228
Doonan Tax Services 2027 Williamsbridge Rd Fl 1 Bronx, NY 10461
71882xxxx0 inf*@d********.com 4.5 12 8 12
Echelon Wealth Advisors 1159 Pittsford Victor Rd, Pittsford, NY 14534
58538xxxx1 jkr******@a************.com
Tom Wahl - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx8
Bay Street Advisors 675 3rd Ave Fl 10 New York, NY 10017 64627xxxx1
Merrill Lynch Financial Advisor Shubhro Bose 225 Liberty St 41st Floor, New York, NY 10281
21223xxxx3 ale*********@m*.com
Merrill Lynch Financial Advisor Robert L Boykoff 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx9 ale*********@m*.com
Emergency Income Assistance Administration 100A Broadway Ste 169 New York, NY 11249
80094xxxx6
Ballaster Financial 202 8th St Unit 2 Jersey City, NJ 07302
97354xxxx1 2a5*************************************@w*****************.com 5 2 5 3 59
Austin Jett - AXA Advisors 1290 Avenue Of Americas Fl 4 New York, NY 10104
21282xxxx7 aus********@e********.com 5 1
Merrill Lynch Financial Advisor Ritchie L. Gomez 225 Liberty St 41st Floor, New York, NY 10281
21223xxxx1 bri************@b***.com
Jim Keys - Financial Advisor, Ameriprise Financial Services 1100 Goodman St S Ste 105, Rochester, NY 14620
31529xxxx7 dns*****@a***.com
Jordan M Orvek - Financial Advisor, Ameriprise Financial Services 90 Linden Oaks Ste 230, Rochester, NY 14625
58546xxxx0 aly************@a***.com
LVS Investment Advisory 79 Madison Ave Fl 8 New York, NY 10016
98036xxxx7 joh*@l**********.com 5 1
mca leads world solutions Broadway & Morris St, New York, NY 10004 New York, NY 10006
53063xxxx4 inf*@m************.com 5 2 497
Paul F Cammareri 132 W 36th St Ste 510 New York, NY 10018
64672xxxx2 aro*****@b***********.com 33
Harness Wealth 32 6th Ave Floor 13, New York, NY 10013
64658xxxx7 adv*****@h************.com 5 6
Royal Alliance Associates 733 3rd Ave Ste 4 Manhattan, NY 10017
21285xxxx0 aba*****@r************.com 2995 28 3600
Merrill Lynch Wealth Management 225 Liberty St 41st Floor, New York, NY 10281
80093xxxx5 ale*********@m*.com 5 1
Edward Jones - Financial Advisor: Michael R Marsh 7 Jackson St, Batavia, NY 14020
58534xxxx3 a.j*********@e**********.com
CAPTRUST 40 Wall St 56th Floor, New York, NY 10005
21222xxxx0 aar*********@c*******.com 5 1 460 62 594
Kathryn Castro - Financial Advisor, Ameriprise Financial Services 2290 East Ave Ste 3RD, Rochester, NY 14610
58529xxxx0 ann************@a***.com
Allen J. Thorogood - Wilmington Advisors @ M&T 2201 Penfield Rd, Penfield, NY 14526
58567xxxx0 dns******@c********.com
FFP Wealth Management 847 Broadway Bayonne, NJ 07002
20182xxxx0 adr**********@f*****.com 76
Grandfield & Dodd Trump Bldg, 40 Wall St #4700, New York, NY 10005
21247xxxx6 ann@g**************.com 5 1
WealthEdge 99 Park Ave #1920, New York, NY 10016
21268xxxx0 a.o*****@w*********.com 3.9 7
Alexander Capital, Lp 17 State St, New York, NY 10004
21268xxxx0 bla*******@a*****************.com 3.7 3
Charles Schwab 60 E 42nd St, New York, NY 10165
21245xxxx0 chr**************@s*****.com 3.8 17 3.8 5 646342 201 658000
Maximum Achievement Financial Group 1 Meadowlands Plza East Rutherford, NJ 07073
88886xxxx2 asm***@f*****.com
Preston P Forman 120 West 45th St 14th 14th Fl Seasons of Advice Wealth Management New York, NY 10036
21297xxxx1 aki******@s********.com
The Plan 4 You 1600 Vauxhall Rd Ste 312 Union, NJ 07083
73281xxxx7 inf*@t**********.com
Merrill Lynch Financial Advisor Daniel A Humbert 225 Liberty St 38th Floor, New York, NY 10281
21223xxxx8 aar**********@s*****.com
Edward Jones - Financial Advisor: Matthew D Terp 1027 Ridge Rd, Webster, NY 14580
58587xxxx5 a.j*********@e**********.com
Don DeVitto - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx7 don********@r**.com
Dragon Gate Investment Partners 551 Fifth Ave Ste 3010 New York, NY 10176
64680xxxx3 b*m*@d****.com
Flores Wealth Planning 800 Third Ave Ste 2800 New York, NY 10022
91774xxxx8 afl****@f**********************.com
Federated Clover Investment Advisors 400 Meridian Centre Blvd Ste 200, Rochester, NY 14618 58538xxxx0
Merrill Lynch Financial Advisor Peter Gonzalez 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx3 ale*********@m*.com
Edward Jones - Financial Advisor: Courtney A Laffler 105 Packetts Lndg, Fairport, NY 14450
58542xxxx0 a.j*********@e**********.com
I&U CPA 1 World Trade Ctr Fl 85 New York, NY 10007
21254xxxx0 car****@i****.com 5 6 4.4 5 1597 2 1600
Bizsolution 500 Paterson Plank Rd Union City, NJ 07087
55175xxxx3 boo*****@e*********.com 5 1 7
David Daly - Financial Advisor, Ameriprise Financial Services, LLC 30 Wall St FL 8, New York, NY 10005
21270xxxx7 dns*****@a***.com
Advent Capital Management 888 7th Ave Fl 31 New York, NY 10019
21248xxxx0 aab******@a********.com
Wiss & Company 14 Penn Plz Ste 1010 New York, NY 10122
21259xxxx5 a-d@w***.com 699 122 743
FRB Buyers Club New York, NY 10001
80023xxxx0
Edward Jones - Financial Advisor: Jon Wordingham, CFP®|AAMS™ 6323 Knickerbocker Rd, Ontario, NY 14519
31552xxxx0 acc**********@e**********.com
Merrill Lynch Financial Advisor Joseph Siemens 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx5 aba*****@m*.com 5 1
Unique Financial Advisors 999 Palmer Ave Ste 5 Holmdel, NJ 07733
73261xxxx0 cri*****@u**********************.com 4.8 22
Mark Wang, CFA,CPA,CFP,FRM 1120 Ave Of Americas Fl 4 New York, NY 10036
71873xxxx8 abd***@g****.com 5 2
Anthony G. Nick - Wilmington Advisors @ M&T 3290 Monroe Ave, Rochester, NY 14618
58578xxxx1 alo******@m**.com
Keltron Accounting Services 4320 30th Ave Queens, NY 11103
71895xxxx0 ana**********@k*********.com
Dylan Joy - Financial Advisor, Ameriprise Financial Services 90 Linden Oaks Ste 230, Rochester, NY 14625
58546xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Geoff Glanville 1790 Penfield Rd, Penfield, NY 14526
58538xxxx0 a.j*********@e**********.com 86563 97000
Edward Jones - Financial Advisor: Adam J Casper 104 W Miller St, Newark, NY 14513
31533xxxx7 a.j*********@e**********.com 86562 97000
EisnerAmper 733 Third Ave, New York, NY 10017
21294xxxx0 a.j************@e**********.com 3.9 7 1.3 3 1856 219 2000
Edward Jones - Financial Advisor: June H Woo 4005 Broadway Ste 2B Astoria, NY 11103
71820xxxx6 a.j*********@e**********.com 5 1 88144 101000
Merrill Lynch Financial Advisor Robert Hughes Guido 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx3 ale*********@m*.com
Ameriprise Financial Advisors 530 5th Ave Fl 16 New York, NY 10036 21268xxxx0 1 2
Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC™|CRPS™|CSRIC® 121 Sullys Trl Ste 3, Pittsford, NY 14534
58538xxxx0 a.j*********@e**********.com
Home Sphere 360 1888 Hylan Blvd Ste 1 Staten Island, NY 10305
71866xxxx1
Merrill Lynch Private Wealth Advisor Noel L Weil 1 Bryant Pk 28th Floor, New York, NY 10036
21241xxxx0 ale*********@m*.com
Credit Glory Credit Repair 234 5th ave ste 200 New York, NY 10001
21265xxxx6 ada*@c**********.com 2.3 100
Dale Nower - Financial Advisor, Ameriprise Financial Services 2290 East Ave Ste 3RD, Rochester, NY 14610
58529xxxx0 all*********@a***.com
Pollack Financial Group 596 Franklin Ave Nutley, NJ 07110
97378xxxx5 ang***@p********************.com 2 300 101 283
Edward Jones - Financial Advisor: David Baum, AAMS™ 456 5th Ave Suite 202, Brooklyn, NY 11215
71849xxxx4 abc****@e**********.com 4 1
Cooper/Haims Advisors 50 Square Dr, Victor, NY 14564
58524xxxx0 abo**@c**********.com
Preferred Financial Advisors 100 White Spruce Blvd Ste U304, Rochester, NY 14623 58542xxxx0
Edward Jones - Financial Advisor: Carrie Rodriguez 97 Canal Landing Blvd Ste 1, Rochester, NY 14626
58572xxxx0 a.j*********@e**********.com
Deane Financial Partners 1460 Broadway New York, NY 10036
92950xxxx0
Earn Into Wealth 1460 Broadway, New York, NY 10036
64649xxxx0 ade****@e*************.com 5 7
Altfest 445 Park Ave Fl 6 New York, NY 10022
21240xxxx0 aal*****@a******.com 5 3 4.2 5
Financial Advisor, Ainka T Munroe, MBA 1290 6th Ave f4, New York, NY 10104
21240xxxx6 ain*********@e********.com 4119
Constellation Wealth Advisors 52 Vanderbilt Ave Fl 8 New York, NY 10017 21269xxxx0
Mark Martiak Financial Advisor | Accredited Investment Fiduciary® 590 Madison Ave 28th Floor, New York, NY 10022
21281xxxx4 aar*******************@p*********.com
Brooklyn FI 33 Nassau Ave, Brooklyn, NY 11222
aj@b*********.com 5 3
P Sinaly CPA 251 5th Ave, Fl 4th New York, NY 10016
91767xxxx7 lmo**@y********.com 5 6 5 3
Krystal Lang - Financial Advisor, Ameriprise Financial Services 90 Linden Oaks Ste 230, Rochester, NY 14625
58546xxxx0 cor**************@a***.com
Fidelity Investments 330 Park Ave S, New York, NY 10010
80054xxxx8 a61****@f*******.com 3.9 18 3.6 13 331037 355000
Financial Engines Advisor Center 11 North St, Canandaigua, NY 14424
58524xxxx0 aau******@f***************.com
Edward Jones - Financial Advisor: Margaret A Brown 9 N Main St, Honeoye Falls, NY 14472
58562xxxx8 acc**********@e**********.com
C M Consulting New York, NY 10003
64686xxxx8 cla***@c*************.com 5 3
The Midtown Financial Group - Northwestern Mutual 875 3rd Ave 23rd Floor, New York, NY 10022
64661xxxx3 aly************@n*.com
Edward Jones - Financial Advisor: Rich Marlin 1120 Crosspointe Ln Ste 8, Webster, NY 14580
58526xxxx0 acc**********@e**********.com
Reshape Wealth 65 Bay St Unit 3403 Jersey City, NJ 07302
64662xxxx2 com*******@r************.com
Merrill Lynch Financial Advisor Thomas R Donahue 225 Liberty St, 40th Floor, New York, NY 10281
21223xxxx9 aar**********@s*****.com
GBT Financial Group 99 Park Ave Ste 1100 New York, NY 10016
21286xxxx0 dom****@a***********.com
Wealthspire Advisors 521 5th Ave 15th Floor, New York, NY 10175
80099xxxx6 abb******@w**********.com 5 42 124
Airal 185 Broadway New York, NY 10038 64670xxxx3
Raymond James Financial Services 160 Broadway, New York, NY 10038
21268xxxx3 aar************@r***********.com 5 1 17513 18000
Manhattan Wealth Management Group 370 Lexington Ave # 1512, New York, NY 10017
21281xxxx1 aug**@m**************.com 5 2 453 6 457
Merrill Lynch Financial Advisor Sarah Swofford 225 Liberty St, 40th Floor, New York, NY 10281
21223xxxx8 ale*********@m*.com
Funding Geeks New City, NY 10956
92926xxxx0 joh*******@f***********.com 5 3
Merrill Lynch Financial Advisor Robert Bostelman 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx1 ale*********@m*.com 5 1
W. Scully, CPA, P.C. 108-14 72nd Ave Fl 2 Queens, NY 11375
84433xxxx0 inf*@w*********.com 371 387
Eric Cook - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx6
Douglas Royce Advisory Group New Rochelle, NY 10804
91451xxxx4 bc5*************************************@w*****************.com
Charles Schwab 100 7th Ave Ste 100B Brooklyn, NY 11215
71823xxxx2 jan*****@s*****.com 3.7 24 4.2 5 646401 204 658000
Hal & Jennifer Smolanoff - Primerica Financial Services 340 North Ave E Ste 100 Cranford, NJ 07016
90885xxxx7 a.-*******************@p********.com 5 4
Merrill Lynch Financial Advisor Pieter L Van Der Heide 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx2 ale*********@m*.com
Plan Ahead Credit Repair 613 Washington St Ste 1064 Jersey City, NJ 07060
88855xxxx1
Vision Financial Planning 200 Vesey St 24th floor, New York, NY 10281
71820xxxx0 j_d**@m****************.com
A & J Tax Incorporated 1225 Long Pond Rd, Rochester, NY 14626
58548xxxx9 inf*@a*******.com
Ridgedale Federal Credit Union 124 S Ridgedale Ave East Hanover, NJ 07936
97394xxxx0 ese******@r***********.org 4.6 27 5 1
MYRA Wealth 201 Montgomery St Fl 2 Jersey City, NJ 07302
80538xxxx2 hel**@m*********.com 5 2
Klingenstein Fields Advisors 125 Park Ave, New York, NY 10017
21249xxxx0 aly**********@k***********.com
High Falls Advisors 36 W Main St Ste 322, Rochester, NY 14614
58593xxxx0 asp*****@h****************.com 46
My Easy Capital 30 Broad St Fl 14 New York, NY 10004
88884xxxx8 c18*****************************@s*****.wixpress 5 3 1848 1700
Grasso & Company 84 Washington St Ste 2W Hoboken, NJ 07030
20196xxxx1 jco*@g********.com 5 2 5 5
Ricci Elnicki - Financial Advisor, Ameriprise Financial Services 2024 W Henrietta Rd Ste 3B, Rochester, NY 14623
58542xxxx0 car***********@a***.com 20
Alex Finance Atlanta, GA 30324
64699xxxx8 ale***************@c*************.com 5 3
Weston Wealth Advisors 500 Grand St, New York, NY 10002
91749xxxx6 jon****************@w***********.com
Mark Palazzolo - Financial Advisor, Ameriprise Financial Services 2024 W Henrietta Rd Ste 5D, Rochester, NY 14623
58529xxxx0 dns*****@a***.com
Payne Capital Management 231 W 29th St, New York, NY 10001
64646xxxx0 aar*********@p******.com 5 6 3100
Benjamin Messmer - Wilmington Advisors @ M&T 1955 Buffalo Rd, Rochester, NY 14624
58572xxxx0 alo******@m**.com
Dorcent Brooklyn, NY 11201 64669xxxx9 5 1
Philip Serafine - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx4
Edward Jones - Financial Advisor: Troy Gribnau 1027 Ridge Rd, Webster, NY 14580
58587xxxx5 a.j*********@e**********.com
Siena Wealth Advisory Group - Ameriprise Financial Services, LLC 530 5th Ave 10th floor, New York, NY 10036
91747xxxx6 ala***********@a***.com 2516 2400
Sapient CPA 1 Bridge Plz N Ste 675 Fort Lee, NJ 07024
20146xxxx1 inf*@s*********.com 5 3
The Wealth Advisor Group 1290 6th Ave, New York, NY 10104
21240xxxx0 cgo*******@w***************.com
Invus Financial Advisors LLC 126 E 56th St Ste 20, New York, NY 10022
21261xxxx5 ac@i****.com 1 1
Raymond Eng - Financial Advisor, Ameriprise Financial Services, LLC 455 W 23rd St #1F, New York, NY 10011
71837xxxx7 dns*****@a***.com
Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner 350 E 76th St, New York, NY 10021
63172xxxx8 con****@m***.nyc 5 18
Fiorillo Financial Strategies Group of Raymond James 320 Park Ave Fl 9 Ste 2950A, New York, NY 10022
21231xxxx6 aar************@r***********.com 18000
Be Awesome Not Broke 1208 Pacific St, Brooklyn, NY 11216
64649xxxx6 04e*************************************@w*****************.com 5 29 504 518
Rob Rosato - TD Wealth Financial Advisor 21 E 1st St, New York, NY 10003
20124xxxx1 abc***@t*.com 843683 7667 849000
Clear Ocean Capital Advisors - Ameriprise Financial Services, LLC 530 5th Ave 10th floor, New York, NY 10036
21284xxxx1 dns*****@a***.com
Mathew Hill - Financial Advisor, Ameriprise Financial Services 2290 East Ave Ste 2ND, Rochester, NY 14610
58525xxxx5 all*********@a***.com
Penny Financial Planning 9201 4th Ave Brooklyn, NY 11209 71855xxxx0
Fifth Avenue Financial 90 Park Ave 17th floor, New York, NY 10016
21253xxxx0 bga********@f*******************.com 5 1
Benjamin Forte - TIAA Wealth Management Advisor 35 Celebration Dr, Rochester, NY 14620
87720xxxx4 a.-*****@t***.org
Clarfeld Financial Advisors 488 Madison Ave, New York, NY 10022 21220xxxx0
Corporate Risk Solutions 360 Lexington Ave Ste 1802 New York, NY 10017
21268xxxx1 adr****@c*********.com 5 1 102
Fidelity Investments - Corporate Office 640 E 5th St 5th Floor, New York, NY 10019
80034xxxx8 a61****@f*******.com
Charles Schwab 72-19 Austin St Ground Floor Forest Hills, NY 11375
71826xxxx8 app*******************@s*****.com 3.9 8 267421 149 281000
Michael J. Viscosi - Wilmington Advisors @ M&T 2 Courtney Dr, Fairport, NY 14450
58522xxxx8 alo******@m**.com
Forest Hills Financial Group 122 E 42nd St, New York, NY 10168
21268xxxx1 acl***@f***.com 5 1
Edward Jones - Financial Advisor: Leann Hill, AAMS™ 87 Genesee St, Avon, NY 14414
58522xxxx4 acc**********@e**********.com
Mark E Woodward - Private Wealth Advisor, Ameriprise Financial Services 219 E Main St, Batavia, NY 14020
58534xxxx2 dns*****@a***.com
Edward Jones - Financial Advisor: Ron Ciminelli 88 Elm St Apt 1, Rochester, NY 14604 58522xxxx0
Fidelity Investments 499 Washington Blvd Jersey City, NJ 07310 86675xxxx2 2.3 6
Aquino Accounting & Advising 701 New Jersey Hwy 440 Jersey City, NJ 07304
97344xxxx1 acc*****@a****************.com 149 152
Prestiq Wealth Partners - Savvy Wealth 36 E 12th St Fl 2 New York, NY 10003
91759xxxx2 c*r*@s**********.com
Edward Jones - Financial Advisor: Alan W Tennant 62 Washington St Clark, NJ 07066
73254xxxx7 a.j*********@e**********.com 15 5 1 55 6 58
Lualdi Advisors LLC 48 Wall St, New York, NY 10005
64658xxxx0 con****@p*************.org 5 9
MassMutual 2 Mott St FL 9 New York, NY 10013
21261xxxx0 ame**@f*************.com 1 3 226 9 250
Tompkins Financial Advisors 179 Sullys Trl Ste 304, Pittsford, NY 14534
58541xxxx9 5 1
Edward Jones - Financial Advisor: David G Green 2 W Main St, Victor, NY 14564
58543xxxx6 a.j*********@e**********.com
Equitable 1290 Avenue Of The Americas, New York, NY 10104
86644xxxx1 aar*********@e********.com 51757 21 52000
Christopher Q. H. Leverett - RBC Wealth Management Financial Advisor 80 Linden Oaks Ste 220, Rochester, NY 14625
58542xxxx0
Edward Jones - Financial Advisor: Anthony M DeJohn 49 W Main St Apt 4, Victor, NY 14564
58531xxxx7 a.j*********@e**********.com
Charles Juntikka & Associates , LLP 247 W 30th St Fl 12 New York, NY 10001
21231xxxx5 cha****@c*****.com 4.9 412 4.9 36 75 3 79
PPMT Capital Advisors 1001 6th Ave, New York, NY 10018
80074xxxx4
Edelman Financial Engines 340 Madison Ave 22nd floor, New York, NY 10173
83375xxxx3 a.j@e**********************.com 18769 23 20000
Financial Engines Advisor Center 350 Linden Oaks, Rochester, NY 14625 58524xxxx0
Forever Financial Advisors 140 W Church St, Fairport, NY 14450
58559xxxx7 bec**@f***************.com
Edward Jones - Financial Advisor: Geoff Glanville 1790 Penfield Rd Ste 3, Penfield, NY 14526 58538xxxx0
New Horizon Advisors 1000 Pittsford Victor Rd Ste 8, Pittsford, NY 14534 58524xxxx0
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor 450 Lexington Ave 4th fl, New York, NY 10017
64664xxxx7 cur**********@g****.com 5 73
Savvy Wealth 900 Broadway Floor 2, New York, NY 10010
83374xxxx9 792*************************************@w*****************.com 5 13
Finance Driven 90 Broad St #253, New York, NY 10004 86281xxxx4 4.6 11
Seven Bridges Advisors 9 W 57th St 37th floor, New York, NY 10019
21249xxxx0 cbl**@s*******************.com 5 3
Excelsior Wealth Management - Morgan Stanley 55 E 52nd St 6th Floor, New York, NY 10055
21229xxxx6 acc**********@m************.com 5 1
Metro Tax Group 112-41 Queens Blvd Ste 201 Forest Hills, NY 11375
71854xxxx0 4.3 12
Park Avenue Asset Management 100 Park Ave Fl 16 New York, NY 10017
21260xxxx3 ala**@p*****************.com 5 1 108
Alyssa Fox - Financial Advisor, Ameriprise Financial Services 113 Main St, Batavia, NY 14020
58546xxxx0 aly*******@a***.com
FutureFWD Advisors - Ameriprise Financial Services, LLC 122 E 42nd St #2215, New York, NY 10168
64637xxxx0
HeavenlyBlend Coaching 221 River St, Hoboken, NJ 07030 80071xxxx7
Cloud Accounting 112 W 34th St Fl 18 New York, NY 10120
86693xxxx2 bin*****@c**********.com 5 1
John MacDonald - RBC Wealth Management Financial Advisor 1211 6th Ave Suite 3300, New York, NY 10036
21270xxxx8 rbc*********@r**.com 5 2
Naomi Yarimi, CPA 2-26 Summit Ave, Fair Lawn, NJ 07410
34787xxxx5 mus********@g****.com 5 3 5 2
4D Tax & Financial Planning 14 Wall St FL 20 New York, NY 10005
91775xxxx6 jl**@4*****.com 4 8
Hudson Bookkeeping Services Paterson, NJ 07501 97340xxxx5
Essential Financial Services Jersey City, NJ 07310
86637xxxx8
Liftbridge Financial Advisors 6 N Main St, Fairport, NY 14450
58537xxxx0 edw************@l******************.com
Ryan Ackerhalt - Financial Advisor, Ameriprise Financial Services, LLC 767 3rd Ave Fl 38th, New York, NY 10017
21275xxxx7 dns*****@a***.com 1 1
Manhattan Ridge Advisors 135 W 41st St Fl 5 New York, NY 10036
20371xxxx0 aco****@m*************.com 679 3 685
Park Avenue Financial Advisors 1 Penn Plz Ste 2420 New York, NY 10119
21268xxxx0 eri**@p**********.com
Rochester Investments 1580 W Ridge Rd, Rochester, NY 14615
58556xxxx6 700*************************************@w*****************.com 2 5 4
Edward Jones - Financial Advisor: Jessica Burris 4756 Lake Rd S, Brockport, NY 14420
58563xxxx4 acc**********@e**********.com 117
Nuvern Wealth Advisors LLC 26 Broadway, New York, NY 10004
21288xxxx9 inf*@n***********.com 84 81
Cross Border Wealth 230 Park Ave 4th floor, New York, NY 10169
64668xxxx3 inf*@c*****************.com
Felton & Peel Wealth Management 165 Broadway Fl 23 New York, NY 10006
80082xxxx8 con******@f************.com 287 287
Shane Mason, CPA CFP 33 Nassau Ave, Brooklyn, NY 11222
4.7 12
Beacon Pointe Advisors 80 Broad St # 1701, New York, NY 10004
21257xxxx0 a.h*****@b***********.com
David E. Dangler - Wilmington Advisors @ M&T 1882 East Ave, Rochester, NY 14610
58556xxxx2 alo******@m**.com
John F Mahoney, CPA Manhattan, NY 10128
91737xxxx5 joh*******@j*******.com 5 2
Credit Advisors Council 950 3rd Ave Ste 1100 New York, NY 10022
64697xxxx0 ale****@c********************.com 5 1
Titan Consulting Group 1412 Broadway Ste 1509 New York, NY 10018
86658xxxx5 and***@t*****************.com 4.1 18 173390 156 204000
Edward Jones - Financial Advisor: Ron Ciminelli 3173 Chili Ave Ste 100, Rochester, NY 14624
58557xxxx1 a.j*********@e**********.com
Lauren Rosenberg-Moffitt - Ameriprise Financial Services 98 Cuttermill Rd Ste 248S Great Neck, NY 11021
51657xxxx0 ama***********@a***.com 5 1
TVT Capital New York, NY 10004 88899xxxx4 aab*******@t**********.com 1 2
Merrill Lynch Financial Advisor Grant O Aidner 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx8 ale*********@m*.com
J D Jeune ,CPA, PC 63 Grand Ave Ste 240 River Edge, NJ 07661
20188xxxx4 inf*@j***********.com 5 1 13 89
Tipping Point Wealth - Ameriprise Financial Services, LLC 200 W 41st St 21st floor, New York, NY 10036
64665xxxx3 dns*****@a***.com
Jacob Boyce - Wilmington Advisors @ M&T 625 Panorama Trl, Rochester, NY 14625
58576xxxx1 alo******@m**.com
Barrett Capital Corporation 155 E 44th St Fl 6 New York, NY 10017
21231xxxx0 aba*****@b*************.com
Nancy Woolver, Financial Advisor-Eagle Strategies Victor Rd, Victor, NY 14564
58562xxxx6 ege******@f*.newyorklife
VCP Financial 2535 Victory Blvd Staten Island, NY 10314
21232xxxx6 inf*@v***********.com
Thomas Cavada, CFP - UBS Financial Services Inc. 1285 6th Ave, New York, NY 10019
21271xxxx9 abc*******@u**.com
Jesse Leonardo - Wilmington Advisors @ M&T 3175 Chili Ave, Rochester, NY 14624
58524xxxx4 alo******@m**.com
JXD Financial Long Island City, NY 11101
64686xxxx8 5 4
Scott Neff - Financial Advisor, Ameriprise Financial Services 219 E Main St, Batavia, NY 14020
58521xxxx2 dns*****@a***.com 260 269
Transamerica Financial Advisors 59 E Broadway New York, NY 10002 64677xxxx2 1 3