Business List: Financial Planner in Westbury, NY, USA

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Anchor Wealth Management - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx9 ber*******@u**.com
Christopher Reilly - RBC Wealth Management Financial Advisor 1 Jericho Plaza Suite 202, Jericho, NY 11753
51673xxxx7 rbc*********@r**.com 5.01
Gabriel Plaut - Financial Advisor, Ameriprise Financial Services, LLC 1001 Franklin Ave Ste 302, Garden City, NY 11530
51647xxxx9 dns*****@a***.com
World Wide Wealth Management 1400 Old Country Rd Ste 302A, Westbury, NY 11590
51633xxxx4 ala********@w**********.com 2
James Bilger - Thrivent 1400 Old Country Rd, Ste 413, Westbury, NY 11590
51699xxxx2 ale*************@t*******.com
Ford Financial Wellness 520 Broadhollow Rd, Melville, NY 11747
63139xxxx9 joh******@f********************.com 4.1 1129 656249
Worldwide Wealth Group 1400 W Old Country Rd #302a, Westbury, NY 11590
80054xxxx9 ala********@w**********.com 5 1
Merrill Lynch Financial Advisor Francesco Caiazzo 1325 Franklin Ave 4th Floor, Garden City, NY 11530
51687xxxx7 ale*********@m*.com 5.02
R & R Financial Planners Inc 1802 Hempstead Tpke, East Meadow, NY 11554
51622xxxx0 inf*@r*********************.com
5 1
Sean Sittambalam, CRPC, AWMA - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx9 ber*******@u**.com
Citi PWM 1524 Union Tpke, New Hyde Park, NY 11040 51648xxxx8 alb************@c***.com 4.2 6
Raymond James & Associates 1400 Old Country Rd Ste 108, Westbury, NY 11590
51687xxxx0 aar************@r***********.com 17236
Treffeisen John 1600 Stewart Ave, Westbury, NY 11590 51664xxxx9 5.028
PFE Capital Group 659 Old Country Rd, Westbury, NY 11590
51633xxxx1 jpo***@p*********.com 4.19
Strategies for Wealth 50 Jericho Quadrangle Ste 301, Jericho, NY 11753
51668xxxx0 abl***@s******************.com 5.01 452 34
MAP Estate Planning, Inc. 1025 Old Country Rd Suite 426, Westbury, NY 11590
51661xxxx0 ajz*****@m****************.com 4.618
Caufield Wealth Management Group - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx2 ber*******@u**.com
Jonathan Guzman, CFP, CIMA, CPWA - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx1 ale****@u**.com
Michael H. Meyers - RBC Wealth Management Financial Advisor 1 Jericho Plaza Suite 202, Jericho, NY 11753
51673xxxx9 rbc*********@r**.com 3.02 12403 14000
Mulford Scott 1005 Park Blvd, Massapequa Park, NY 11762 51679xxxx3
JRF Asset Advisors, LLC 100 Quentin Roosevelt Blvd # 208, Garden City, NY 11530
51662xxxx4 dko****@w******.com 5.01
Stephen John Bishop Jr - Financial Advisor, Ameriprise Financial Services, LLC 300 Old Country Rd Ste 371, Mineola, NY 11501
51665xxxx2 dns*****@a***.com
Estola Miller Barnett, CRPC - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx3 ber*******@u**.com
Nassau Asset Management
91788xxxx5 aha***@n*****.com
Soundview Wealth Consulting Group - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63145xxxx5 ber*******@u**.com
Bushra Bibi 6060 Brush Hollow Rd, Westbury, NY 11590 34740xxxx2
Shelter Rock Wealth Management - UBS Financial Services Inc. One Jericho Plaza, Jericho, NY 11753
51674xxxx3 abc***@u**.com 4.04
John Campbell - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx6 ber*******@u**.com
Washington Financial Equities 366 N Broadway, Jericho, NY 11753 51693xxxx9
Meaghan Joyce - Financial Advisor, Ameriprise Financial Services, LLC 1600 Stewart Ave #303, Westbury, NY 11590
51651xxxx0 dns*****@a***.com
Davidson, Maneri & Associates - Ameriprise Financial Services 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51662xxxx0 ant*************@a***.com 211
Hoffman Ringelheim Wealth Management Group - UBS Financial Services Inc. One Jericho Plaza, Jericho, NY 11753
51674xxxx1 ber*******@u**.com 3.02
RBC Wealth Management Branch - Jericho-NY 1 Jericho Plaza Suite 202, Jericho, NY 11753
51673xxxx0 rbc*********@r**.com 3.02 12395 14000
Fellowship Home Loans 100 Merrick Rd 516e, Rockville Centre, NY 11570
80080xxxx3 inf*@f******.com 4.8 761 4.9 695 11836 28
James Barlow - Financial Advisor, Ameriprise Financial Services, LLC 1001 Franklin Ave Ste 302, Garden City, NY 11530
51647xxxx1 dns*****@a***.com 5.01
Westbury Partners 1400 Old Country Rd # 313, Westbury, NY 11590 51633xxxx8 5.01
Robert Ackerman - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx0 abc***@u**.com
Q6 Advisors, Inc. 333 Earle Ovington Blvd #402, Uniondale, NY 11553 51639xxxx6 5 1
Michael Schwartz - Financial Advisor, Ameriprise Financial Services 100 Duffy Ave Ste 501, Hicksville, NY 11801
71833xxxx0 dns*****@a***.com
Douglas Graham - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx0 abc***@u**.com
Finra Financial Industrial Rgltry 2 Jericho Plaza # 203, Jericho, NY 11753
51694xxxx0 a.-******@f****.org 3 1 628 13000
The Barnett Group - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63145xxxx5 ber*******@u**.com
Jean Pierre Lucas - Financial Advisor, Ameriprise Financial Services 200 Broadhollow Rd Ste 302, Melville, NY 11747
63176xxxx3 ant************@a***.com
ARS Capital Advisors 500 N Broadway Ste 139 Jericho, NY 11753
51693xxxx3 5 2 5 1
American Express 1433 Old Northern Blvd, Roslyn, NY 11576
51662xxxx1 aar**@a**************.com 918368 79
Family Wealth & Pension Management 7600 Jericho Tpke Ste 403, Woodbury, NY 11797
51692xxxx0 bar****@f***********.com
Financial Educational Advisors 500 Old Country Rd Ste 311 Garden City, NY 11530 51628xxxx0
Theodore Block - Financial Advisor, Ameriprise Financial Services, LLC 377 Oak St Ste 103, Garden City, NY 11530
51671xxxx8 dns*****@a***.com 5.01
George Hunt - Financial Advisor, Ameriprise Financial Services, LLC 1001 Franklin Ave Ste 302, Garden City, NY 11530
51647xxxx4 dns*****@a***.com
Domenick D'Andrea, AIF , CRC , CPFA 1400 Old Country Rd #408, Westbury, NY 11590
51636xxxx7 cas*************@c**************.com 5 2
Merendino, Liana & Associates - Ameriprise Financial Services, LLC 1600 Stewart Ave #303, Westbury, NY 11590
51668xxxx1 dns*****@a***.com 5 1
Amy Castar, AAMS - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx1 ber*******@u**.com
Ted Boutis - Financial Advisor, Ameriprise Financial Services 300 Old Country Rd Ste 371, Mineola, NY 11501
51673xxxx5 dns*****@a***.com
Greenvale Financial Center 9 Northern Blvd Ste 2, Greenvale, NY 11548 51648xxxx0
Empire Wealth Strategies 333 Earle Ovington Blvd Ste 402, Uniondale, NY 11553
51639xxxx7 jjk***@e****.com
Financial Design Group Inc 530 Rxr Plz, Uniondale, NY 11556
51635xxxx0 and**********@g***.com
Henry Davidson - Private Wealth Advisor, Ameriprise Financial Services, LLC 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51662xxxx0 ant*************@a***.com 212
Lang, Ashley, AGT 445 Broadhollow Rd, Melville, NY 11747
63177xxxx5 ame******************@a***.com 132671
Gateway Investments 390 Old Country Rd fl 2 Garden City, NY 11530
51624xxxx0 bco*****@g*********.com
Tonia Dillon - UBS Financial Services Inc. 1 Jericho Plz Ste 205, Jericho, NY 11753
51674xxxx0 ber*******@u**.com
Kleiman Wealth Management Group - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx5 ber*******@u**.com
David Levine - Financial Advisor, Ameriprise Financial Services, LLC 377 Oak St Ste 103, Garden City, NY 11530
51629xxxx2 dav***********@a***.com
Fitzpatrick Wealth Management - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx8 ber*******@u**.com
Empire Financial Partners of NY West Tower, 530 RXR Plaza 5th floor, Uniondale, NY 11556
51650xxxx7 jsm***@e****************.com
Michele Welch - Financial Consultant, Ameriprise Financial Services, LLC 1600 Stewart Ave #303, Westbury, NY 11590
51676xxxx1 chr****************@a***.com 113 113
Ladenburg Thalmann & Co 58 S Service Rd, Melville, NY 11747
63127xxxx0 abc***@l********.com
Peter Rosenthal - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx3 ber*******@u**.com
Ryan Parkinson 209 Merrick Rd, Oceanside, NY 11572
51641xxxx8 and*******@c*************.ca
Ameriprise Financial Advisors 1433 Old Northern Blvd Roslyn, NY 11576 51662xxxx8
Edward Jones - Financial Advisor: Marie L Taylor 365 Hempstead Ave, West Hempstead, NY 11552
51624xxxx4 and*******@c*************.ca 5 2
Jason Rogoff - Thrivent 1400 Old Country Rd Ste 413, Westbury, NY 11590
51622xxxx6 ale*************@t*******.com
Tortorici Wealth Management Group - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63145xxxx2 ber*******@u**.com
Matthew Chamberlin - Financial Advisor, Ameriprise Financial Services 98 Cuttermill Rd Ste 248, Great Neck, NY 11021
51657xxxx0 dns*****@a***.com
Merrill Lynch Wealth Management 188 Birch Hill Rd, Locust Valley, NY 11560
51667xxxx3 aas***********@m*.com
Forest Hills Financial Group 200 Broadhollow Rd Ste 405, Melville, NY 11747
63187xxxx5 amy*****@f***.com
Bilger Financial Group 1400 Old Country Rd Ste 413, Westbury, NY 11590
51699xxxx2 ale*************@t*******.com 5.03 410186 401000
Merrill Lynch Wealth Management 4 Lori Ct, Woodbury, NY 11797
51636xxxx9 aas***********@m*.com
Horizon Wealth Management - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63145xxxx7 ber*******@u**.com
Pathways To Wealth LLC 106 Schoolhouse Ln, Roslyn Heights, NY 11577
51662xxxx3 joh*@p***************.com 1 1
James Kelly - Financial Advisor, Ameriprise Financial Services, LLC 1600 Stewart Ave Ste 303, Westbury, NY 11590
51676xxxx1 dns*****@a***.com
Lee DeLorenzo 666 Old Country Rd #700, Garden City, NY 11530
51622xxxx5 al**@u**********.com 5.02 40 7
US Capital Finance 200 Garden City Plaza 415 Garden City, NY 11530, NY 11743 51624xxxx0
White, Brian, AGT 200 Broadhollow Rd, Melville, NY 11747
63176xxxx5 ame******************@a***.com 3.7 6 132671
Merrill Lynch Financial Advisor Scott R Blair 100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753
51682xxxx6 ale*********@m*.com 1.01
IRS ERC Help - The Employee Retention Tax Credit 320 Post Ave Suite 108, Westbury, NY 11590
51650xxxx0 con****@i*********.com 5 9
The BACH Wealth Management Group - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx4 ber*******@u**.com
Ameriprise Financial: Belling James 1600 Stewart Ave #303, Westbury, NY 11590
51651xxxx0 dns*****@a***.com
Shamir Hirsch - Financial Advisor, Ameriprise Financial Services, LLC 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51662xxxx3 dns*****@a***.com 5.01
Master Plan Advisory Inc 584 Bellmore Ave, East Meadow, NY 11554 51653xxxx3
The Long Island Market - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
51674xxxx9 ber*******@u**.com
Anand & Associates - Ameriprise Financial Services 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51662xxxx5 dns*****@a***.com 61 62
Philip Von Arx - Financial Advisor, Ameriprise Financial Services, LLC 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51662xxxx8 dns*****@a***.com 5 1
CJW Financial Associates One Old Country Rd ste 335, Carle Place, NY 11514
51652xxxx7 inf*@c***********.com 5.03
LTC Financial Partners 320 Trotting Ln #25-201h, Westbury, NY 11590 51640xxxx4 5.03
Edelman Financial Engines 1130 Rxr Plz Ste 1130 Uniondale, NY 11556
83375xxxx3 aar*******@e**********************.com 11 5 1 18411 15 19835
Long Island Private Wealth Management - UBS Financial Services Inc. 1 Jericho Plz Ste 205, Jericho, NY 11753
80033xxxx7 ber*******@u**.com
American Investment Planners LLC 500 N Broadway Ste 260, Jericho, NY 11753
51693xxxx0 ame****************@a*************************.com 4.5 2 158
Merendino, Liana & Associates - Ameriprise Financial Services 1600 Stewart Ave Ste 303, Westbury, NY 11590
51668xxxx1 dns*****@a***.com 83
Steven J Miller - Financial Advisor, Ameriprise Financial Services, LLC 401 Franklin Ave, Ste 101 & Ste 103, Garden City, NY 11530
51634xxxx0 cam***********@a***.com
5 15
Rnr Securities 1802 Hempstead Tpke, East Meadow, NY 11554 51622xxxx5
Merrill Lynch Financial Advisor Matthew J. Biblo 1325 Franklin Ave 4th Floor, Garden City, NY 11530
51687xxxx4 ale*********@m*.com
Ameriprise Financial Advisors 990 Stewart Ave Garden City, NY 11530 51628xxxx8
The Financial Consulting Group - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx6 ber*******@u**.com
Merrill Lynch Financial Advisor Brandon C Kaley 100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753
51682xxxx0 ale*********@m*.com 1.01
Anthony N Maneri - Private Wealth Advisor, Ameriprise Financial Services, LLC 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51662xxxx0 dns*****@a***.com 5.01
TaxPenguin 249 Post Ave, Westbury, NY 11590 51649xxxx0 3.712
Eagle View Wealth Management - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx2 ale****@u**.com
Merrill Lynch Wealth Management 335 Prospect Ave, Sea Cliff, NY 11579
21241xxxx0 aas***********@m*.com
Merrill Lynch Financial Advisor Thomas Travers III 100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753
51682xxxx9 ale*********@m*.com 1.01
Anthony S Zambri - Private Wealth Advisor, Ameriprise Financial Services 200 Broadhollow Rd Ste 302, Melville, NY 11747
63142xxxx2 ale***************@a***.com
Skye Legacy Planning 500 Bi County Blvd Ste 465, Farmingdale, NY 11735
63175xxxx2 anh@s**********.com
Veterans Homebuyers Network Serving theWestbury Area
91796xxxx0 nxx****@v************************.com 1 2
Arete Wealth Management 425 Broadhollow Rd Ste 325, Melville, NY 11747
63188xxxx0 msc******@f*******.com
Joseph Liana - Private Wealth Advisor, Ameriprise Financial Services, LLC 1600 Stewart Ave #303, Westbury, NY 11590
51668xxxx1 dns*****@a***.com 5 3
Paul R Trause - Financial Advisor, Ameriprise Financial Services, LLC 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51672xxxx1 dns*****@a***.com 5.02
Merrill Lynch Financial Advisor Sudip Mukherjee 100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753
51682xxxx2 ale*********@m*.com 1.01
Paul Epstein - Financial Advisor, Ameriprise Financial Services, LLC 333 Jericho Turnpike Ste 232, Jericho, NY 11753
51651xxxx5 dns*****@a***.com 4.52
Stephen Garry - Ameriprise Financial Advisor 990 Stewart Ave Ste 190 Garden City, NY 11530 51628xxxx8
Christopher Faggioni - RBC Wealth Management Financial Advisor One Jericho Plaza Suite 106, Jericho, NY 11753
51673xxxx8 rbc*********@r**.com
Merrill Lynch Financial Advisor David S Leiman 100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753
51682xxxx5 ale*********@m*.com 1.01
The Armieri Group - Ameriprise Financial Services, LLC 1001 Franklin Ave Ste 302, Garden City, NY 11530
51647xxxx7 dns*****@a***.com 5.01
Florio Wealth Management Group 1025 Old Country Rd Suite 312, Westbury, NY 11590
51675xxxx0 pfl****@f********.com 5 3
Shelter Rock Wealth Management - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx3 ber*******@u**.com
Carmen Flamino, CFP - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx7 ber*******@u**.com
LPL Financial 300 Garden City Plaza # 226, Garden City, NY 11530 51674xxxx0 5.01
Premier Wealth Advisors, LLC 626 RXR Plaza 6th Floor, Uniondale, NY 11553
51677xxxx2 and***@y****************.com
The DePiro Group - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63145xxxx5 ber*******@u**.com
Piotrowski, Brian 400 Jericho Tpke Ste 109, Jericho, NY 11753
51668xxxx0 all*********@a*******.com
Kuttin Wealth Management - Ameriprise Financial Services, LLC 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
63177xxxx5 ben*****************@a***.com 2146 11 2100
Christopher Reilly - RBC Wealth Management Financial Advisor 1 Jericho Plz Ste 106, Jericho, NY 11753
51673xxxx7 rbc*********@r**.com
Alain Martin - TD Wealth Financial Advisor 999 Old Country Rd, Westbury, NY 11590
51626xxxx7 cus**********@t*.com
Jonathan London - Private Wealth Advisor, Ameriprise Financial Services, LLC 90 Merrick Ave Ste 403, East Meadow, NY 11554
51686xxxx6 dns*****@a***.com 2.08
Israni Sandeep 1433 Old Northern Blvd, Roslyn, NY 11576
51662xxxx8 dns*****@a***.com
Kristi A Rossy - Associate Manager, Ameriprise Financial Services 200 Broadhollow Rd Ste 302, Melville, NY 11747
63142xxxx6 dns*****@a***.com
Wealth Network Solutions 61 Stewart ave, Hempstead, NY 11550
34796xxxx9
Hoffman Ringelheim Wealth Management Group - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx1 ber*******@u**.com
Wealth Advisory Group 225 Broadhollow Rd Ste 105, Melville, NY 11747
51667xxxx0 cam*************@g***********.com
GNB Wealth Strategies Group 100 Quentin Roosevelt Blvd #209, Garden City, NY 11530
51690xxxx0 aar************@r***********.com 5.02 17199
Eric Bilger - Thrivent 1400 Old Country Rd Ste 413, Westbury, NY 11590
51699xxxx2 ale*************@t*******.com 411665
Bryant Weintraub - Branch Manager, Ameriprise Financial Services 200 Broadhollow Rd Ste 302, Melville, NY 11747
80098xxxx0 ale***************@a***.com
SBS Wealth Consulting - UBS Financial Services Inc. One Jericho Plaza, Jericho, NY 11753
51674xxxx4 ber*******@u**.com
Melissa Rodriguez 6060 Brush Hollow Rd, Westbury, NY 11590
51625xxxx7 abc***@t*.com 844682 5570
Edward Jones - Financial Advisor: Mike Lombardi 233 Bedford Ave, Bellmore, NY 11710
51636xxxx2 and*******@c*************.ca 5 2
Albrecht, Charles Ameriprise Financial 990 Stewart Ave Ste 190, Garden City, NY 11530 51628xxxx9
Michael Cousins - Thrivent 1400 Old Country Rd Ste 413, Westbury, NY 11590
51699xxxx2 ale*************@t*******.com 411716
Szczurowski, Bryan, AGT 445 Broadhollow Rd, Melville, NY 11747
63177xxxx5 bri****************@a***.com 2137 11
La Ferla Group - Wealth Management & Financial Planners 1050 Franklin Ave #400, Garden City, NY 11530
87725xxxx0 chr*************@l***********.com 5.01
FLEET WEALTH MANAGEMENT GROUP, LLC 200 Garden City Plaza, Garden City, NY 11530
86698xxxx7 ago***@f**********.com 5 1
Old Bridge Private Wealth - Ameriprise Financial Services 111 Great Neck Rd Ste 213, Great Neck, NY 11021
51638xxxx0 dns*****@a***.com
Edward Jones - Financial Advisor: Robert C Diaz 255 Executive Dr Ste 403, Plainview, NY 11803
51620xxxx3 and*******@c*************.ca 30
Bushra Bibi 2549 Hempstead Tpke, East Meadow, NY 11554 34740xxxx2
Jeffrey Rudner - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx5 ber*******@u**.com
The Empire Group - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx5 ber*******@u**.com
Inderpal Singh Anand - Private Wealth Advisor, Ameriprise Financial Services, LLC 100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530
51662xxxx5 dns*****@a***.com 5.01
Stephen Kaplan - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63145xxxx2 ber*******@u**.com
ACVG Associates - Ameriprise Financial Services 200 Broadhollow Rd Ste 302, Melville, NY 11747
63176xxxx0 daw**********@a***.com
Statera Wealth Solutions 25 Carle Rd, Westbury, NY 11590
51633xxxxxxx6 u00**@s*********************.com
Ivy Asset Management 144 Glen Curtiss Blvd, Uniondale, NY 11556
51622xxxx0 car****@i*******.com 14669
Michael Stallone - Financial Advisor, Ameriprise Financial Services, LLC 1600 Stewart Ave #303, Westbury, NY 11590
51651xxxx0 dns*****@a***.com
Burke Quick Partners 333 Earle Ovington Blvd Ste 230, Uniondale, NY 11553 51622xxxx0
Johannes, Donald, AGT 200 Broadhollow Rd, Melville, NY 11747
63142xxxx2 ame******************@a***.com 132671
Charles Crystal, CFP - UBS Financial Services Inc. One Jericho Plaza, Jericho, NY 11753
51674xxxx2 ber*******@u**.com
First Long Island Investors, LLC 1 Jericho Plaza, Jericho, NY 11753
51693xxxx0 ale***@f***********.com 5 1
Geller and Associates - Ameriprise Financial Services 200 Broadhollow Rd Ste 302, Melville, NY 11747
63176xxxx1 deb**********@a***.com 1028
Long Island Private Wealth Management - UBS Financial Services Inc. One Jericho Plaza Suite 205, Jericho, NY 11753
80033xxxx7 com*****@u**.com 5.01
Ocampo Financial Strategies 520 Broadhollow Rd, Melville, NY 11747
63175xxxx2 mar**@o*******.com 5 7 94
Shelter Rock Financial Group 410 E Jericho Turnpike, Mineola, NY 11501
51671xxxx0 inf*@s************************.com 4 4
Merrill Lynch Financial Advisor John C. Gatto 100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753
51682xxxx8 ale*********@m*.com 1.01
Financial Planning Associates 375 Sunrise Hwy Ste 7, Lynbrook, NY 11563 51659xxxx3
Eon Wealth Management 1400 Old Country Rd #303, Westbury, NY 11590
51693xxxx1 ed@e********.com 5 3 45
Robert F De Stefano - Private Wealth Advisor, Ameriprise Financial Services, LLC 1600 Stewart Ave #303, Westbury, NY 11590
51664xxxx3 dns*****@a***.com 1 1
A & M Financial Services, LLC 792 Carman Ave, Westbury, NY 11590 51693xxxx6 5.01
Mark Palios - Raymond James 100 Quentin Roosevelt Blvd #209, Garden City, NY 11530
51690xxxx0 sup****@i*********.com 5.01 163
The Integrated 1400 Old Country Rd Suite 407, Westbury, NY 11590
51646xxxx0 gim******@a********.com 5.03
Crystal Consulting Group - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx2 ale****@u**.com
Jeffrey Kemp - Financial Advisor, Ameriprise Financial Services 200 Broadhollow Rd Ste 302, Melville, NY 11747
63176xxxx8 dns*****@a***.com
Lpl Financial 350 Old Country Rd, Garden City, NY 11530
51674xxxx0
Robert Cappello - Raymond James 100 Quentin Roosevelt Blvd #209, Garden City, NY 11530
14169xxxxx0 ale*********@r***********.com 17236
Charles Crystal, CFP - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx2 ber*******@u**.com
Linda Sama - RBC Wealth Management Financial Advisor 1 Jericho Plaza Suite 202, Jericho, NY 11753
51673xxxx7 rbc*********@r**.com
The StoneTower Group - UBS Financial Services Inc. 1055 Franklin Avenue, Suite 300, Garden City, NY 11530
51640xxxx0 ale****@u**.com
Rosica Wealth Management Group - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63145xxxx7 ber*******@u**.com
Merrill Lynch Financial Advisor Matthew Hughes 100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753
51682xxxx8 ale*********@m*.com 1.01
McKenna Financial Planning 626 RXR Plz, Uniondale, NY 11556
51651xxxx6 jas**********@l**.com 4
James Rosica - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63145xxxx7 ber*******@u**.com
Raymond James 230 Birch Hill Rd, Locust Valley, NY 11560
51667xxxx3
Janney Montgomery Scott LLC 1001 Franklin Ave #202, Garden City, NY 11530
51629xxxx7 aal******@j*****.com 5 1
Edward Jones - Financial Advisor: Zvi G Steinberg 400 Post Ave Ste 404, Westbury, NY 11590
51639xxxx2 and*******@c*************.ca
American Portfolio 400 Post Ave Ste 408, Westbury, NY 11590
51633xxxx5 aka****@c**********.com 82
Greenberg Capital 1000 Woodbury Rd Ste 207, Woodbury, NY 11797 51652xxxx0 and***@g***************.com
Charter Oak Financial - Melville, NY 48 S Service Rd Ste 400, Melville, NY 11747
51639xxxx0 awh***@c******************.com 5 2 2299 34
TWL Wealth Advisory Group - Raymond James 1055 Franklin Ave #200, Garden City, NY 11530
51691xxxx4 aar************@r***********.com 5.01 17236
Pelkonen, Allan, AGT 445 Broadhollow Rd, Melville, NY 11747
63139xxxx2 dns*****@a***.com
Chase Bank 201 Post Ave Westbury, NY 11590
51633xxxx4 acc**********@c****.com 2.1 35 2.4 7 906244 5050
Neil Lauro - Financial Advisor, Ameriprise Financial Services 300 Old Country Rd Ste 371, Mineola, NY 11501
51628xxxx2 dns*****@a***.com
Gregory Matthew Wealth Management 585 Stewart Ave Suite 306, Garden City, NY 11530
51659xxxx0 grm*****@a*****************.com 5 2
Edward Jones - Financial Advisor: Karen J Fortunato, AAMS™|CRPC™ 1005 Park Blvd, Massapequa Park, NY 11762
51679xxxx3 a.j*********@e**********.com 83900
Beacon Wealth Management, Inc. 105 Maxess Rd Ste S124, Melville, NY 11747
63139xxxx5
Newkirk James 90 Merrick Ave Ste 105, East Meadow, NY 11554
51686xxxx8 ame******************@a***.com 132671
Bushra Bibi 720 Franklin Ave, Franklin Square, NY 11010 34740xxxx2
Prudential - Matt Donnino 25 Melville Park Rd Ste 125, Melville, NY 11747
63139xxxx9 ana*********@p*********.com 559906
Birnbaum Advisory 575 Broadhollow Rd, Melville, NY 11747
63146xxxx0 bru**@b***************.com
Vania Markarian, CA Insurance License #OE43841 - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63145xxxx1 ber*******@u**.com
BBC Financial Services 412 Maple Ave, Westbury, NY 11590 51633xxxx7
Robert Vissichelli - Thrivent 1400 Old Country Rd Ste 413, Westbury, NY 11590
51630xxxx1 ale*************@t*******.com
Raymond James 600 Old Country Road Suite 224, Garden City, NY 11530
51635xxxx0 aar************@r***********.com 17199
Merrill Lynch Financial Advisor W. Corby May 1325 Franklin Ave 4th Floor, Garden City, NY 11530
51687xxxx0 ale*********@m*.com 5.02
Hallmark Capital Management Inc. One Jericho Plaza Ste 107, Jericho, NY 11753
51650xxxx8 bar****@h*********.com 5.01
SBS Wealth Consulting - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx4 ber*******@u**.com
Peter Abrami - Financial Advisor, Ameriprise Financial Services 333 Jericho Tpke Ste 232, Jericho, NY 11753
51651xxxx5 ath*************@a***.com
Dowden Patrick 600 Old Country Rd Rm 224, Garden City, NY 11530 51635xxxx0
Bostwick Wealth Management - Ameriprise Financial Services 515 Broadhollow Rd Ste 800, Melville, NY 11747
51690xxxx8 dns*****@a***.com
Gold Alliance Serving theWestbury Area
88821xxxx2 inf*@g***********.com 4.7 27 5 16 12531 2 3300
Oddo Wealth Management Group - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63145xxxx7 ber*******@u**.com
Edward Jones - Financial Advisor: Danilise Diaz, AAMS™|CRPC™ 400 Post Ave Suite 404, Westbury, NY 11590
51633xxxx2 a.j*********@e**********.com 83896
Financial Educational Advisors 125 Jericho Tpke Ste 200 Jericho, NY 11753 51675xxxx9
Legacy Wealth Management - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63142xxxx6 ber*******@u**.com
Bushra Bibi 690 Hempstead Tpke, Franklin Square, NY 11010 34740xxxx2
National Financial Network, Inc 990 Stewart Ave #200, Garden City, NY 11530
51674xxxx0 cam*************@g***********.com 3.01
Northeast Risk Managament Group Inc 640 Fulton St Ste 7, Farmingdale, NY 11735
51658xxxx7 dar****@a*****************.com 5 11
Christopher Zarra - Private Wealth Advisor, Ameriprise Financial Services, LLC 1600 Stewart Ave # 303A, Westbury, NY 11590
51676xxxx1 chr****************@a***.com 113
John Levitt - Private Wealth Advisor, Ameriprise Financial Services, LLC 1001 Franklin Ave Ste 302, Garden City, NY 11530
51647xxxx8 dns*****@a***.com
Consumer Equity 585 Stewart Ave Ste 400, Garden City, NY 11530 51622xxxx2
Blue Chip Financial Corp. 200 Broadhollow Rd Ste 207, Melville, NY 11747
63147xxxx0 tom@b********************.com
Peter Goldberg - Financial Advisor, Ameriprise Financial Services, LLC 401 Franklin Ave Ste 101 & Ste 103, Garden City, NY 11530
51634xxxx0 dns*****@a***.com 5.01
Buckingham Strategic Wealth 600 Old Country Rd Ste 305, Garden City, NY 11530
51653xxxx5 adm**@b****************.com 533 3
5 5
The Reilly Financial Group - Ameriprise Financial Services 445 Broadhollow Rd Ste 317, Melville, NY 11747
63137xxxx2 dns*****@a***.com
Bushra Bibi 110 Hillside Ave, New Hyde Park, NY 11040 34740xxxx2
Demetrios Paraskevopoulos - Private Wealth Advisor, Ameriprise Financial Services 300 Old Country Rd Ste 371, Mineola, NY 11501
51665xxxx3 dem************************@a***.com
Graf Repetti & Co LLP 131 Sunnyside Blvd, Plainview, NY 11803 51634xxxx0
Stephen John Bishop Jr - Financial Advisor, Ameriprise Financial Services 300 Old Country Rd Ste 371, Mineola, NY 11501
51665xxxx2 dns*****@a***.com
RLB Wealth Planning, Inc. 1325 Franklin Ave # 235, Garden City, NY 11530
51674xxxx0 inf*@r************.com 5 1
David J. Schnall - UBS Financial Services Inc. 58 S Service Rd Ste 310, Melville, NY 11747
63145xxxx5 ber*******@u**.com
Alan Katz, CRPC - UBS Financial Services Inc. 1 Jericho Plz, Jericho, NY 11753
51674xxxx0 ber*******@u**.com
Bshapiro Financial 100 Jericho Quadrangle Suite 335, Jericho, NY 11753
51634xxxx6 aur***@b****************.com 46 48
Cornerstone Professional Advsr 9 Endo Blvd, Garden City, NY 11530
51646xxxx9 afi*******@c******.com
Open Link 1 Rxr Plz, Uniondale, NY 11556
51622xxxx0 aam**@o*******.com
Flagship Wealth Planning - Ameriprise Financial Services, LLC 390 N Broadway Ste 240, Jericho, NY 11753
51623xxxx0 dns*****@a***.com 4.52
B. Riley Wealth Management 400 Post Ave Suite 202, Westbury, NY 11590
51640xxxx8 ale****@b***********.com
Personal Asset Strategies, Inc 1600 Stewart Ave #204, Westbury, NY 11590 51624xxxx1
The Excelsior Consulting Team - UBS Financial Services Inc. 1 Jericho Plz Ste 205, Jericho, NY 11753
51674xxxx4 ber*******@u**.com
Tony Zambri - Financial Advisor, Ameriprise Financial Services 200 Broadhollow Rd Ste 302, Melville, NY 11747
63142xxxx2 ale***************@a***.com
Newman David 6900 Jericho Tpke, Syosset, NY 11791
51673xxxx0 ana****************@a***.com
Family Wealth Decisions Group 100 Jericho Quadrangle #120, Jericho, NY 11753
51668xxxx1 Ari***@F********************.com 5.01 4
Prudential-Andy Rivera-Life Insurance & Financial Services 530 Rxr Plz, Uniondale, NY 11556
51635xxxx0 a.w*****@p*********.com
Merrill Lynch Wealth Management 1325 Franklin Ave, Garden City, NY 11530
51687xxxx0 ale*********@m*.com 5 2
Garden City Financial Group Inc. 100 Garden City Plaza #204, Garden City, NY 11530
51628xxxx0 ric**************@l**.com 5.01 18 21
Ehli Richard 990 Stewart Ave Ste 190, Garden City, NY 11530
63177xxxx0 dns*****@a***.com
Calvin Kong - Financial Advisor, Ameriprise Financial Services, LLC 1001 Franklin Ave Ste 302, Garden City, NY 11530
51647xxxx3 ale***************@a***.com
Great Eastern Management Inc 775 Old Country Rd Suite 201, Westbury, NY 11590
51699xxxx0 dav**@g*********************.com 5.03
The Bendix Financial Group Inc 585 Stewart Ave, Garden City, NY 11530
51622xxxx0 dan*@b**************.com 5 3 706
Gomaine Dindial - TD Wealth Financial Advisor 225 N Broadway, Hicksville, NY 11801
51622xxxx5 abc***@t*.com 3 44