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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|