Business List: Financial Planner in Queens, NY, USA

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Andre Campbell - TD Wealth Financial Advisor 2 Wall St, New York, NY 10005
34792xxxx9 abc***@t*.com 862030 7894 862000
My Financial Planner, LLC 594 Dean St, Brooklyn, NY 11238
91799xxxx5 aar*******************@p*********.com 5 1
Paula Steinberg - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0
Alliance Accounting & Tax CPAs 2 University Plaza Dr Ste 100 Hackensack, NJ 07601
20168xxxx3 chr**@a******.com 5 1
Charles Schwab 11 W 54th St, New York, NY 10019 21258xxxx0 aar********@s*****.com 265148 139
Jennaydra Jordan, Principal & Financial Advisor - Jd Growth Financial Strategies, LLC Jd Growth Fin Strategies Llc, 97 - 77 Queens Blvd 10th Floor, Rego Park, NY 11374
71845xxxx0 hel**@j**************************.com
Samantha Cooper 45 Rockefeller Plz Fl 5, New York, NY 10111
33289xxxx4
Eastern Union 3839 Flatlands Ave Ste 211, Brooklyn, NY 11234
71856xxxx0 aax*****@e********.com
Santander Bank 275 3rd Ave, New York, NY 10010
87776xxxx5 ale************@s*******************.com 122312 1197 122000
Kayne Anderson Rudnick 31 W 52nd St 16th Fl, New York, NY 10019
80023xxxx4 aar******@k****.com 243 11 243
Elizabeth Munson 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx0 abc****@r*****.com
Steven Silber 46-08 Francis Lewis Bvd, Bayside, NY 11361
71822xxxx8 ste**********@l**.com 4.9 77 5 4
Merrill Lynch Wealth Management 114 W 47th St, New York, NY 10036
21238xxxx2 aas***********@m*.com 2.3 3
Santander Bank 750 Avenue Of The Americas, New York, NY 10010
87776xxxx5 4 3 122313 1197 122000
Prestiq Wealth Partners 36 East 12th Street, New York, NY 10003
91759xxxx2 792*************************************@w*****************.com 83 83
DiPaola Financial Group 60 E 42nd St, New York, NY 10165
21268xxxx0 ade********@d***************.com
Morgan Stanley Wealth Management 55 E 52nd St, New York, NY 10055
94976xxxx9 aal*******@m************.com 136569 3152 136000
Walls Financial Group 435 West 23rd St Ste 1BB New York, NY 10011
21237xxxx3 aqu***@w*************.com 9 4.6 11 211 6 211
MYRA Wealth 750 Lexington Ave 9th floor, New York, NY 10022
80538xxxx2 abu***@l************.com 4.9 16
Pardo & Associates 1317 Paterson Plank Rd Secaucus, NJ 07094
20133xxxx7 cam@c*******.com 4.6 14 5 5
True Role Dynasty 244 5th Ave Suite N205, New York, NY 10001
34759xxxx5 con****@p*************.org 48
Salmon, Michael 122 E 42nd St, New York, NY 10168
64696xxxx0 dns*****@a***.com
Jamal Davis, CFP®, AWMA - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21233xxxx4 abc*******@u**.com
Ameriprise Financial 1120 Avenue Of The Americas Fl 4, New York, NY 10036
21271xxxx9 ame******************@a***.com 133410 133000
Wells Fargo Advisors 1 Penn Plz, New York, NY 10119
91735xxxx0 abc***@w*****************.com 2.3 3 185955 185000
Jack Watson - Northwestern Mutual 555 Long Wharf Dr, New Haven, CT 06511
86045xxxx5 acc******@n*.com 5 1
New York City Financial Advisor-Financial Planners 60 E 42nd St, New York, NY 10165
64637xxxx0 ace****@f***************.com
Merrill Lynch Wealth Management 225 Liberty St, New York, NY 10281
21223xxxx5 aas***********@m*.com 425 632
Grand Central Financial Planning 1407 Broadway 26th floor, New York, NY 10018
21225xxxx9 ak@g*************.com
Santander Bank 40 Washington St, Brooklyn, NY 11201
71847xxxx1 ach**@s************.com 3 122967 1160 123000
EMPIRE WEALTH SOLUTIONS 131-04 Liberty Ave 2nd floor, South Richmond Hill, NY 11419
71832xxxx0 emp******************@g****.com 5 22
Og Tax and Accounting Group LLC 718 3rd Ave, Brooklyn, NY 11232
71878xxxx7 inf*@o********.com 4.8 87
Merrill Lynch Financial Advisor James Gargiulo 69-65 Yellowstone Blvd, Forest Hills, NY 11375
71831xxxx5 aar**********@s*****.com
Santander Bank 150 E 42nd St, New York, NY 10017
87776xxxx5 aug*********@s*******************.com 5 1 122281 1200 122000
HTS Commodities 485 Madison Ave Ste 1800, New York, NY 10022
21269xxxx5 aar**************@h****************.com
The Halbfinger Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx6 abc*******@u**.com
Morgan Stanley Wealth Management 31 W 52nd St, New York, NY 10019
21260xxxx0 abe*****@p******.com 743 805
Douglas C. Lane & Associates 777 3rd Ave, New York, NY 10017
21226xxxx0 bco*****@d*********.com
Wells Fargo Advisors 280 Park Ave, New York, NY 10017
21255xxxx4 abc***@w*****************.com 5 1 185955 185000
Robert A.Duke, MBA PRIMERICA ADVISORS 63-68 Woodhaven Blvd, Rego Park, NY 11374
34788xxxx3 a.-*******************@p********.com
David Pfeffermann - TD Wealth Relationship Manager 1 Vanderbilt Ave, New York, NY 10017
64643xxxx0 abc*******@t*.com 862030 7894 862000
Vectors Research Management 65 Bleecker St, New York, NY 10012
21243xxxx6 joe@v**************.com 4.9 20
R & R Financial Planners Inc 1802 Hempstead Tpke, East Meadow, NY 11554 51622xxxx0 5 1
Terry Tracy - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx8 ter********@r**.com 3.6 5 13869 15000
Michael J Paolucci - Private Wealth Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64696xxxx0 dns*****@a***.com 292 292
Jim Karagounis - TD Wealth Relationship Manager 1 Vanderbilt Ave, New York, NY 10017
34722xxxx3 ale***@t*.com 4 1 862030 7894 862000
Santander Bank 222 Broadway, New York, NY 10038
21278xxxx4 aug*********@s*******************.com 2.9 11 122433 1189 122000
Arline Segal - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx5 rbc*********@r**.com 16286 16000
Forest Hills Financial Group 122 E 42nd St Rm 2200, New York, NY 10168
21268xxxx1 abd*************@f***.com 3 2
Christine Govan - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx2 abc*******@u**.com
Vicki W Li - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
91747xxxx2 dns*****@a***.com
Trinity Tax & Financial Solutions 110-45 Queens Blvd Ste 104 Forest Hills, NY 11375
71826xxxx0 ben@b***************.com 5 1
Morgan Stanley Wealth Management 522 5th Ave, New York, NY 10036
21229xxxx1
Planes, Frank, AGT 500 5th Ave, New York, NY 10110
64629xxxx6 dns*****@a***.com 93
Santander Bank 2 Gold St, New York, NY 10038
21278xxxx4 a.a@t**.com 4.2 68 123512 1163 123000
Wei Xia 108-36/50 Queens Boulevard 2nd, Forest Hills, NY 11375
64645xxxx1 abc*******@t*.com 857192 7871 860000
New Holland Capital 405 Lexington Ave, New York, NY 10174
21260xxxx0 acc*************@v******.com
Thrivent Financial 53-07 64th St, Maspeth, NY 11378
71860xxxx6 abc*******@t*******.com
Charles Schwab 200 E 65th St, New York, NY 10065
21245xxxx0 aar********@s*****.com 655023 262 655000
J W Brower & Associates 40-18 34th Ave, Long Island City, NY 11101
71827xxxx2 joh*******@j*******.com 4 8
Hongyi Zhou - Transamerica Financial Advisor 37-20 Prince St Ste 2A Flushing,, NY 11354
34783xxxx5 dns******@a*******.com
Santander Bank 215 Park Ave S, New York, NY 10003
87776xxxx5 aug*********@s*******************.com 122982 1160 123000
Edgemont Capital Partners 570 Lexington Ave Fl 29, New York, NY 10022
21286xxxx5 aak***@e**************.com
Zakia Benzoubeier - Associate Manager, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx4 ale***************@a***.com
Eddy & Schein Group 136 Madison Ave Fl 6 New York, NY 10016
21298xxxx7 arl***@e************.com 3 2 267 3 259
Merrill Lynch Wealth Management 731 Lexington Ave, New York, NY 10022
64685xxxx3 aas***********@m*.com
lifelaidout 909 Third Ave Ste 7937 New York, NY 10150
41233xxxx8 joh*******@l**********.com 5 1 413
Beekman Financial Planning 200 Park Ave, New York, NY 10166
21272xxxx4
Clifton Fink 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx6 abc****@r*****.com
Alexander Kohn - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx9 abc*******@u**.com
Merrill Lynch Financial Advisor Mardy Ceesay 225 Liberty St 40th Floor, New York, NY 10281
21223xxxx8 aar**********@s*****.com 5 2
PLS Financial 29 Flatbush Ave, Brooklyn, NY 11217
71852xxxx1 aal****@p*****.com 4.9 687 11605 745 11000
Santander Bank 715 Lexington Ave, New York, NY 10022
21242xxxx0 aar**@s************.com 1.9 9 122284 1200 122000
Olson Tax & Financial Planning 106-19 Metropolitan Ave, Forest Hills, NY 11375
71855xxxx4 dan*****@o*******.com
Santander Bank 108 Hudson St, New York, NY 10013
21221xxxx5 122313 1197 122000
North Shore Wealth Management Advisors, Inc. 1 World Trade Ctr 85th Fl, New York, NY 10007
21287xxxx0 jan*@n*********.com 133 133
Fidelity Investments 350 Park Ave, New York, NY 10022
21237xxxx7 a61****@f*******.com 2.2 18 340162 365000
Mercer Advisors - New York 767 3rd Ave 37th Fl, New York, NY 10017
88860xxxx3 aar********@m*************.com 5 1 4868 3 4800
D.A. Davidson 757 3rd Ave Ste 1902, New York, NY 10017
80075xxxx8 a.a@d*********.com 990 1300
MassMutual Brooklyn 5914 11th Ave, Brooklyn, NY 11219
71887xxxx0 ann***@m*********.com 5 8
PLS Financial 37 W 43rd St, New York, NY 10036
21222xxxx2 aai***@y**********.com 4.8 599 11605 745 11000
Santander Bank 13611 Roosevelt Ave, Flushing, NY 11354
71864xxxx4 pet********@s*******************.com 4.6 16 122391 1190 122000
Jason Leberfeld - TD Wealth Relationship Manager 97-17 Rockaway Blvd Suite 1, Ozone Park, NY 11417
64639xxxx4 ale***@t*.com 856884 860000
The Broadsmoore Group 560 Lexington Ave, New York, NY 10022
21238xxxx5 inf*@r****.com 4.4 51
Chase Bank 405 Lexington Ave New York, NY 10174
21268xxxx9 acc**********@c****.com 3.4 11 925596 7262 37
LTK Certified Public Accountants 160 Willets Point Blvd, Whitestone, NY 11357
71842xxxx4 inf*@l******.com
OG Tax and Accounting Group 164 20th St Ste 2E Brooklyn, NY 11232
17187xxxxx7 inf*@o********.com 4.5 40 4.8 79
Forest Hills Financial Group 11835 Queens Blvd Ste 1230, Forest Hills, NY 11375
71826xxxx5 ahl**********************@f***.com 5 1
Present Management 280 Park Ave, New York, NY 10017
64651xxxx0 **g*@v**.com 4.6 10
Ameriprise Financial 224 Franklin Ave Ste 18, Hewlett, NY 11557
51656xxxx7 ame****************@e*.ameriprise 132022 133000
Private Placement Wealth Inc. 30 Rockefeller Plz, New York, NY 10112 21220xxxx2
The O'Callaghan Wealth Management Group - UBS Financial Services Inc. 299 Park Ave 26th Fl, New York, NY 10171
21282xxxx6 abc***@u**.com
Unique Financial Advisors & Tax Consultants 26 Broadway f8, New York, NY 10004
64691xxxx0 ace****@f***************.com 5 2
Principal - Closed 2626 E 14th St Ste 201, Brooklyn, NY 11235
71837xxxx0 a.s****@p********.com
MR Valuation Consulting 685 Third Ave, New York, NY 10017
21238xxxx0 aab*******@m**********.com 187 174
Dean Starr - Wilmington Advisors @ M&T 397 1st Ave, New York, NY 10010
34768xxxx2 abc*******@m**.com 98005 2695 98000
Melinda Abood - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx4 abc*******@u**.com
The Aroety Group - Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx5 ale***************@a***.com 235 235
ERPS Group 1580 Dahill Rd, Brooklyn, NY 11204
13474xxxxx8 ang**************@e********.com 5 5
NY Money Coach 154 Grand St Manhattan, NY 10013
41557xxxx8 car***@s***********.com 5 2 612
Wells Fargo Advisors 866 3rd Ave, New York, NY 10022
91732xxxx0
Walnut Investment Services 1018 8th Ave, Brooklyn, NY 11215
71878xxxx2 366
Rick Pelrman - The Perlman Group: Private Wealth Management 2 Wall St, 10th Floor, New York, NY 10005
97337xxxx5
Edward Jones 113 S 6th St Suite 201, Brooklyn, NY 11249
71838xxxx8 a.j*********@e**********.com 109615 109000
Davidov Financial Coaching 1981 Marcus Ave Suite 231, New Hyde Park, NY 11042
51658xxxx0 mic****@d***************.com 5 5
The Starr Group 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0 dan******@r**.com 36
ReSure LLC 580 5th Avenue Ste. 1401, New York, NY 10036
88837xxxx9
Alexander Moy - Registered Practice Associate, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx4 ale**********@a***.com
Ameriprise Financial 200 Park Ave Fl 17, New York, NY 10166
64635xxxx7
VIOS Advisors 45 Rockefeller Plz Fl 5, New York, NY 10111
21254xxxx8 abc****@r*****.com
Victoria Gardiner 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx0 abc****@r*****.com
Sarrah Samraoui - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64637xxxx4 chr**********@a***.com
Jack J Seng - Financial Advisor, Ameriprise Financial Services, LLC 108-37 71st Ave Apt 7f, Forest Hills, NY 11375
71889xxxx3 dns*****@a***.com
Jeanmarie Kricher - Financial Advisor, Ameriprise Financial Services, LLC 745 5th Ave #500, New York, NY 10151
64635xxxx7 dns*****@a***.com
Evelyn Garcia 305 Madison Ave Ste 1166, New York, NY 10165
64639xxxx1
Santander Bank 1302 Avenue J, Brooklyn, NY 11230
71825xxxx4 aar**@s************.com 2.7 28 122405 1190 122000
Benjamin Wolgemuth - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx6 ben***************@a***.com
Christopher A. Vollmer - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx1 rbc*********@r**.com 13885 15000
Strategic Capital Corporation 575 Madison Ave Ste 1006, New York, NY 10022
21230xxxx2 ann******@s***************.com 217
New York, NY Private Wealth Management - UBS Financial Services Inc. 299 Park Ave 25th Fl, New York, NY 10171
80030xxxx0 abc***@u**.com
Oceanic Capital LLC. 1247 37th St, Brooklyn, NY 11218 34786xxxx9 5 7
Oryx Legacy Partners 45 Rockefeller Plz Fl 5, New York, NY 10111
21254xxxx0
Yang, Tony, AGT 530 5th Ave, New York, NY 10036
21268xxxx0 ame******************@a***.com 132694 134000
AliceChenCPA 3915 Main St, Flushing, NY 11354
71846xxxx9 acc*@a***********.com
Trident Partners - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx1 abc*******@u**.com
Openmind Money LLC 225 W 34th St Ste 953, New York, NY 10122
21260xxxx4 con****@o************.com 3 3
Wells Fargo Advisors 247 E 86th St, New York, NY 10028
64690xxxx5
Michael Martire - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx9 dns*****@a***.com
Gerald Di Chiara - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx5 dav***********@a***.com 334 334
Future Perfect Planning 564 72nd St, Brooklyn, NY 11209
64654xxxx5 cri*******@f************.nyc 5 1
Shane Hall - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx1 ale**********@a***.com
Miller & Company LLP 14107 20th Ave Ste 101, Whitestone, NY 11357
71876xxxx7 inf*@c*********.com 5 124 3175 2 3100
Guardhill Financial 140 E 45th St Fl 31 New York, NY 10017
12126xxxxx0 ada*@g********.com 4.3 48 1706 77 1700
Morgan Stanley Wealth Management 330 Madison Ave, New York, NY 10017
21288xxxx0 aal*******@m************.com 136570 3152 136000
Regal Credit Management 1270 Ave of the Americas Fl 7 New York, NY 10020
64645xxxx3 ant*****@r**********.com 964 954
Philip H. Fett Jr. - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0 wms**********@r**.com 13869 15000
Mitchell S Rock - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx7 dns*****@a***.com
Eden Lopez - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx7
Condata Group Inc 150 Broadway Rm 1710, New York, NY 10038
21223xxxx0 aur***@c***********.com 5 1
Global Tax Associates Corp 1005 Hillside Blvd, New Hyde Park, NY 11040
34792xxxx0 inf*@g*********.com
Joya Funding Group 1373 86th St Brooklyn, NY 11228
71874xxxx0 vin****@g****.com
Joseph Candela - Private Wealth Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64637xxxx0 dns*****@a***.com
David McIlroy - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx8 dav**********@r**.com 13885 15000
CFS Investment Advisory Services 97 Lackawanna Ave Ste 101 Totowa, NJ 07512
97382xxxx0 ale******@c*****.com 69
Santander Bank 961 Kings Hwy, Brooklyn, NY 11223
71833xxxx3 aar**@s************.com 3.8 44 122405 1190 122000
James P Lombardo - Private Wealth Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx1 dns*****@a***.com
Jonathan McLean - TIAA Wealth Management Advisor 730 3rd Ave 6th Fl, New York, NY 10017
80084xxxx3 acc******************@t***.org 90900 541 91000
Housing Partners of Ny Inc 170-02 93rd Ave, Jamaica, NY 11433 71829xxxx2
Boerum Hill Financial Advisors, LLC 236 Livingston St #15g, Brooklyn, NY 11201
51669xxxx0 jon****@b***********.com 5 2 568 568
The Greenspan Wealth Management Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx1 ant**********@u**.com
Pagani Wealth Management 277 Park Ave, New York, NY 10172 21236xxxx0
Morgan Stanley Wealth Management 345 Park Ave, New York, NY 10154
21223xxxx0 bri**@m**********************.com
Milton Kinley - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx0 dns*****@a***.com
Irina Kokini - TD Wealth Relationship Manager 1 Vanderbilt Ave, New York, NY 10017
64663xxxx6 abc*******@t*.com 862030 7894 862000
Gaspari Financial 670 White Plains Rd Ste 106 Scarsdale, NY 10583
91447xxxx0
Wealth Advisory Group 355 Lexington Ave 9th Fl, New York, NY 10017
21254xxxx0 dom*********@g***.com
Merrill Lynch Financial Advisor Michael Rooney 69-65 Yellowstone Blvd, Forest Hills, NY 11375
71831xxxx2 aar**********@s*****.com
Pierce MacDonald Investment Group 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx3 wms**********@r**.com 13904 15000
David Zhang, CPA 8333 Broadway Fl 3 Elmhurst Queens, NY 11373
71827xxxx8 inf*@e**********.com 3.3 26
Wealth Enhancement Group 60 Cutter Mill Rd #516, Great Neck, NY 11021
51643xxxx0 aba****@w****************.com 2705 3000
Karen Kurrasch, CIMA, CPWA - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21233xxxx8 abc*******@u**.com
Ameriprise Financial 110 E 42nd St Rm 1712, New York, NY 10017
21268xxxx7 ame******************@a***.com 133410 133000
Daniel Marchon 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx1 abc****@r*****.com
Castle Financial 590 Madison Ave Fl 21 New York, NY 10022
21252xxxx8 aap@c**************.com
Siden Fink Wealth Partners 45 Rockefeller Plz Fl 5, New York, NY 10111
21254xxxx0 abu***@r*****.com
Marcy Rose - Private Wealth Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx8 ale***************@a***.com
Merrill Lynch Financial Advisor Rochelle Cohen 69-65 Yellowstone Blvd, Forest Hills, NY 11375
71831xxxx9 aar**********@s*****.com
Georgina Lahoud 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx2 abc****@r*****.com
White, Andrew, AGT 530 5th Ave, New York, NY 10036
21268xxxx0 ame******************@a***.com 132021 133000
Spear CPA CFP 315 Madison Ave Fl 3 New York, NY 10017
21220xxxx6 fcl*****@s*******.com 5 54 5 8 24
Altfest Personal Wealth Management 445 Park Ave 6th floor, New York, NY 10022
21240xxxx0 aal*****@a******.com 5 4
Christina McCaughey - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx9 chr****************@a***.com
Bakshi, Jagdip, AGT 122 E 42nd St, New York, NY 10168
64696xxxx5 ame******************@a***.com 5 5
All Star Financial 95-36 Roosevelt Ave, Jackson Heights, NY 11372 71880xxxx1
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 107 134
Steve Beninati - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
33226xxxx6 ste*************@r**.com 13869 15000
Prof Ehteshamul Haque Financial & Business Planning 7409 37th Ave, Jackson Heights, NY 11372 71863xxxx7
Michael Anderson 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx3 a@r*****.com
ARS Capital Advisors 500 N Broadway Ste 139 Jericho, NY 11753
51693xxxx3 5 1
Merrill Lynch Financial Advisor Sanjay C Malik 69-65 Yellowstone Blvd, Forest Hills, NY 11375
71831xxxx6 aar**********@s*****.com
O'Leary Partners - UBS Financial Services Inc. 1285 Avenue Of The Americas, New York, NY 10020
21262xxxx3 abc*******@u**.com
First Manhattan Financial 2747 Coney Island Ave Fl 1 Brooklyn, NY 11235
80025xxxx7 bco***********@f**********************.com 5 3
Bobby Bakshi - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64696xxxx5 bob***********@a***.com 5 5
Rosenthal Howard Cpa 16119 Horace Harding Expy, Fresh Meadows, NY 11365 71835xxxx0 qxa*@q************.com
Santander Bank 55 Avenue A, New York, NY 10009
21238xxxx4
Christopher Squassi of Janney Montgomery Scott 1166 Avenue Of The Americas 21st Fl, New York, NY 10036
21251xxxx2 aal******@j*****.com 2084 2000
Financial Services 1143 Liberty Ave, Brooklyn, NY 11208
James E Law-Ameriprise Financial 111 Broadway, New York, NY 10006
21223xxxx4 dns*****@a***.com
Wilmington Trust 277 Park Ave, New York, NY 10017
21241xxxx0 aam****@w**************.com 98006 2695 98000
N Ss Financial Services 36 W 44th St, New York, NY 10036
21294xxxx0
Alexander Hurst - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx1 abc*******@u**.com
Omor Elahi - TD Wealth Financial Advisor 188-10 Hillside Ave., Hollis, NY 11423
91774xxxx6 abc*******@t*.com 1 1 856884 860000
K C Tax Consulting Maspeth, NY 11378
71868xxxx2 5 1
Santander Bank 189 Montague St, Brooklyn, NY 11201
34756xxxx1 aar**@s************.com 2.9 15 122284 1200 122000
Merrill Lynch 1010 Northern Blvd, Great Neck, NY 11021
51649xxxx0 aas***********@m*.com 5 3 3 2
Taher Financial Planning 147 Prince St, Brooklyn, NY 11201
64688xxxx5 las*@t*************.com 5 1
Avanti Wealth Management - Pasquale Pisani 17 Sylvan St Ste 104 Rutherford, NJ 07070
20172xxxx7 imp******@g****.com 5 19 5 3 230
Merrill Lynch Financial Advisor Esther Luk 69-65 Yellowstone Blvd, Forest Hills, NY 11375
71831xxxx3 aar**********@s*****.com
Sard Verbinnen & Co 630 3rd Ave Fl 9, New York, NY 10017
21268xxxx0 aco**@s*******.com
Klodoaldo Nushi - TD Wealth Financial Advisor 1120 Avenue Of The Americas, New York, NY 10036
64693xxxx7 abc*******@t*.com 862030 7894 862000
C S Financial Advisors Inc 464 E 96th St # 1F, Brooklyn, NY 11212
71849xxxx7 ami*********@e************.com 5 3 366
Ameriprise Financial 265 E 66th St, New York, NY 10065
31040xxxx0 ame******************@a***.com 133409 133000
Merrill Lynch Financial Advisor Michael Juhn 69-65 Yellowstone Blvd, Forest Hills, NY 11375
71831xxxx5 aar**********@s*****.com
DG Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx9 alb************@u**.com
Eazzy Consulting LLC 39-06 Main St 3rd Floor, Queens, NY 11354
71856xxxx4 ama****@e**************.com 4.8 113 178
Harness 32 Avenue Of The Americas Fl 13 New York, NY 10013
64658xxxx7 adv*****@h************.com 5 2
Hyton Accounting & Consulting 400 Jericho Turnpike Ste 326 Jericho, NY 11753
71838xxxx8 air*@h*******.com 4.6 96 269 78 268
William Farrell - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx2 abc*******@u**.com
Enrique Jaen - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx9 wms**********@r**.com 16286 16000
Santander Bank 4514 16th Ave, Brooklyn, NY 11204
71897xxxx0 aar**@s************.com 3.4 30 122405 1190 122000
Ellen H Fuentes - Financial Advisor, Ameriprise Financial Services 3010 41st Ave Ste 3, Long Island City, NY 11101
71845xxxx8 dns*****@a***.com
Strow, Craig, AGT 224 Franklin Ave, Hewlett, NY 11557
51656xxxx7 ame****************@e*.ameriprise 5 25 132022 133000
Bruce Gelfand - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx2 bru**********@r**.com 13881 15000
Santander Bank 1223 2nd Ave, New York, NY 10065
87776xxxx5 ale************@s*******************.com 122308 1197 122000
Senior Financial Freedom 3231 Junction Blvd, East Elmhurst, NY 11369 71824xxxx0 1 1
Santander Bank 437 Madison Ave, New York, NY 10022
87776xxxx5 ale************@s*******************.com 4.3 15 122284 1200 122000
Camacho, Felix Koos, AGT 122 E 42nd St, New York, NY 10168
64696xxxx5 ame******************@a***.com 279 279
The LSS Group 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx7
Alexander Cass - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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Blankman, Rubin Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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Cragin, Ed, AGT 530 5th Ave, New York, NY 10036
21275xxxx7 ame******************@a***.com 132021 133000
Arcis Group 509 Madison Ave, New York, NY 10022
21283xxxx6 adm**@v***.com
Picard International Ltd 360 Lexington Ave Rm 15b, New York, NY 10017 21225xxxx0
Absolute Financial Management Inc 280 Madison Ave #0801, New York, NY 10016 21268xxxx0 ada*@f*********.com 5 1
Libock & Associates LLC 1225 Franklin Ave Ste 325 Garden City, NY 11530
51690xxxx0 inf*@l*************.com 5 13 4.3 6
Fidelity Investments 1356 3rd Ave, New York, NY 10075
21279xxxx6 a61****@f*******.com 2.8 20 372043 372000
Richard Marmon-Halm, CPA 92-30 56th Ave Elmhurst, NY 11373
71827xxxx0 cam*@r**********.com
Santander Bank 841 Broadway, New York, NY 10003
21237xxxx3 aar**@s************.com 3.3 29 122284 1200 122000
Peter J Cocolaras - Financial Advisor, Ameriprise Financial Services 111 Great Neck Rd Ste 213, Great Neck, NY 11021
51638xxxx0 dns*****@a***.com 1 1
Daniel Dichter - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
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Roel Perez - TD Wealth Financial Advisor 108-36/50 Queens Blvd, Forest Hills, NY 11375
34758xxxx1 abc*******@t*.com 857163 7880 860000
Fairweather Tax & Accounting 436 4th Ave Brooklyn, NY 11215
71876xxxx0 eri**@f********************.com 4.2 19 4.5 45
Michael Cooper - Private Wealth Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx9 ama*************@a***.com 75 75
Bernard Fisch - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx3 wms**********@r**.com 16237 16000
Santander Bank 253 1st Ave, New York, NY 10003
87776xxxx5 122313 1197 122000
Scott Stackman - UBS Financial Services Inc. 299 Park Ave 26th Fl, New York, NY 10171
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Morgan Stanley 180 Varick St, New York, NY 10014
21263xxxx8 aal*******@m************.com 4.5 2 135560 3129 135000
Primerica financial services 115th Ave, Jamaica, NY 11436
a.-*******************@p********.com 152198 4045 169000
Finn Hubbard - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
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The Financial Gym 134 W 25th St Fl 2 New York, NY 10001
16466xxxxx5 adv*****@f******.com 4.8 103 3.3 18
Santander Bank 338 E 23rd St, New York, NY 10010
87776xxxx5 122313 1197 122000
D.A. Davidson 570 Lexington Ave 48th Fl, New York, NY 10022
21225xxxx0 a.a@d*********.com 932 1200
Principal Financial Group 1155 Avenue Of The Americas Ste 1120, New York, NY 10036
21276xxxx0 a.m**@p********.com 3.4 5 69691 343 69000
Central Park Financial Planning LLC 60 E 42nd St #4600, New York, NY 10165
21265xxxx8 ami*********@e************.com 23 25
Allstate Insurance: Debbie Stockton 108 Kraft Ave Bronxville, NY 10708
91496xxxx0 a****00@a*******.com 5 3
Wharton Wealth Planning - Englewood Cliffs 560 Sylvan Ave Ste 3160 Englewood Cliffs, NJ 07632
64645xxxx1 dav**@w********************.com
Wells Fargo Advisors 767 5th Ave, New York, NY 10153
21221xxxx2 a-w***************@w*****************.com 185943 185000
GoldenTree Asset Management 300 Park Avenue 21st Floor, New York, NY 10022
21284xxxx0 abe*****@g*********.com 2.7 3 56 69
Santander Bank 6424 18th Ave, Brooklyn, NY 11204
71825xxxx1 aar**@s************.com 3.4 22 122405 1190 122000
Wells Fargo Advisors 1300 3rd Ave, New York, NY 10021
33221xxxx6
PW Advisors 251-73 Jericho Tpke Suite 405, Bellerose, NY 11426
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Santander Bank 411 Ditmas Ave, Brooklyn, NY 11218
87776xxxx5 ray**********@s*******************.com 3 2 122405 1190 122000
Kristen S. Han, CPA, CFP 350 E 76th St, New York, NY 10021 63172xxxx8 aut***@d************.com 5 20
Ameriprise Financial 30 Wall St Fl 8, New York, NY 10005
64645xxxx2 ame******************@a***.com 133422 133000
Taurus Asset Management, Now Mariner 590 Madison Ave Fl 34, New York, NY 10022
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Rossana Ionescu - TD Wealth Relationship Manager 1 Vanderbilt Ave, New York, NY 10017
34760xxxx5 abc*******@t*.com 862030 7894 862000
Ameriprise Financial 285 Fulton St, New York, NY 10007
21273xxxx2
Hewit & Tucker Wealth Advisors - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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TIAA Financial Services 860 Broadway Ste 528, New York, NY 10003
80084xxxx3 abc*******@t***.org 90403 542 90000
Jerry's Financial Services 107-12 Jamaica Ave, Richmond Hill, NY 11418
71885xxxx5 2.1 7
Ameriprise Financial 110 Wall St Fl 11, New York, NY 10005
64645xxxx2 ame******************@a***.com 133422 133000
Steven Nadler - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx3
Ahad&Co CPA 118-21 Queens Blvd Ste 606 Queens, NY 11375
64676xxxx1 aal*@a********.com 4.9 19
Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services, LLC 98 Cuttermill Rd Ste 248, Great Neck, NY 11021
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Santander Bank 717 Manhattan Ave, Brooklyn, NY 11222
87776xxxx5 bra************@s*******************.com 3.4 10 122982 1160 123000
Franda Tax Group 3770 Warren St, Queens, NY 11372
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Flatiron Partners - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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Hudson Financial Group 11 East Broadway 8d, New York, NY 10038
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Park Avenue Securities 7 Hanover Sq, New York, NY 10004
88860xxxx7 ale**************************************************@g***********.com
Hbi Inc 520 Madison Ave, New York, NY 10022
21247xxxx7 abh*****************@h***********.com
Richard Marmon-Halm, CPA, PC 9230 56th Ave, Elmhurst, NY 11373
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Families & Foundations Investment Group - UBS Financial Services Inc. 1285 6th Ave 18th Floor, New York, NY 10019
21264xxxx3 abc*******@u**.com 5 1
Morgan Stanley Wealth Management 180 Varick St Rm 214, New York, NY 10014
21246xxxx9 aar***********@m***********************.com
Santander Bank 57 Avenue A, New York, NY 10009
21247xxxx0 aal***@s************.com 122313 1197 122000
Howard-Martin Capital Group 42 Broadway Ste 12-229 New York, NY 10004
21263xxxx0 5 1
Jose Pichardo - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx5 dns*****@a***.com 54 54
Lia Ribeiro - TD Wealth Financial Advisor 108-36/50 Queens Blvd, Forest Hills, NY 11375 92940xxxx6 abc*******@t*.com 857159 7880 860000
Sam Gurvitch 415 Madison Ave, New York, NY 10017
21258xxxx2 6d3*************************************@w*****************.com
Moldaver Lee Cohen Wealth Partners 45 Rockefeller Plz Fl 5, New York, NY 10111
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B&B Group Brooklyn, NY 11236
86621xxxx3 joh*******@b******.info 5 4
Morgan Stanley Wealth Management 10 E 59th St, New York, NY 10153
21223xxxx0
Charles Schwab 3701 Main St Ste 3701, Flushing, NY 11354
71867xxxx8
Lance Kash - Private Wealth Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64696xxxx0 dns*****@a***.com
Bruce Maier - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx3 bru********@a***.com 339 15 340
Flores Wealth Planning, LLC 800 3rd Ave Suite 2800, New York, NY 10022
91774xxxx8 afl****@f**********************.com
Eric Stubbs - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx5 rbc*********@r**.com 16286 16000
Aloqua Enterprises Inc 42 West Street, Brooklyn, New York, NY 11222 64659xxxx4
Guest List Planner NYC 49 W 11th St, New York, NY 10011
91726xxxx8
Robert Reuben - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx0 ale***************@a***.com 5 1
Santander Bank 1298 Fulton St, Brooklyn, NY 11216
34756xxxx0 chr*************@s*******************.com 3.5 10 122405 1190 122000
Merrill Lynch Wealth Management 225 Liberty St 38th Fl, New York, NY 10281
80033xxxx4 ann********@m*.com
Sterling Investment Management 220 Lincoln Pl, Brooklyn, NY 11217
21280xxxx9 e@s**************.net 470
Ameriprise Financial 1230 Avenue Of The Americas, New York, NY 10020
21274xxxx0 ame****************@e*.ameriprise 133410 133000
Accountable Financial Management 501 Main St Ste 1C New York, NY 10044
12126xxxxx1 acc****@a**.com 5 4 4 5
Angela Mwanza 45 Rockefeller Plz Fl 5, New York, NY 10111
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Edward Jones - Financial Advisor: John Renda 181-22 Union Tpke Queens, NY 11366
71896xxxx6 a.j*********@e**********.com 5 1 91820 107000
Wells Fargo Advisors 104 E 14th St, New York, NY 10003
21241xxxx7
Bertucci, Donald 122 E 42nd St, New York, NY 10168
64696xxxx0 dns*****@a***.com 5 5
HSG Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx4 abc*******@u**.com
Christine Abbott, CFP - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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Quality Senior Services of America 3280 Sunrise Hwy Ste 375 Wantagh, NY 11793
51667xxxx2 bmu**@y****.com
William McConville - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx4 dns*****@a***.com
Merrill Lynch Financial Advisor Corey Christopher Rolling 69-65 Yellowstone Blvd, Forest Hills, NY 11375
71831xxxx0 aar**********@s*****.com
Edson De La Cruz - TD Wealth Financial Advisor 79-55 Metropolitan Ave, Middle Village, NY 11379
91748xxxx1 abc*******@t*.com 856884 860000
Catherine Brown - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx4 abc*******@u**.com
Thomas J. McKelvey, CFP - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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The Kraft Group - UBS Financial Services Inc. 299 Park Ave 26th Fl, New York, NY 10171
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Santander Bank 222 E 34th St, New York, NY 10016
87776xxxx5 aug*********@s*******************.com 122982 1160 123000
Kevin Kautzmann, Cfp 80 5th Ave, New York, NY 10011
21226xxxx5 ami*********@e************.com 6
Trading Academy - New Jersey North 65 Challenger Rd Ste 450 Ridgefield Park, NJ 07660
20122xxxx0 abi*@t*************.com 4.6 76 3.6 20 110538 118000
Charles Schwab 44 Wall St, New York, NY 10005
21223xxxx9 chr**************@s*****.com 2.4 17 655097 262 655000
Modera Financial Advisors & Financial Planners 56 Jefferson Ave, westwood, NJ 07675
20176xxxx0 aar********@m***********.com 116 147
Jorge Arias - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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Vital Planning Group 10 Grand Central, 155 E 44th St FL12, New York, NY 10017
88884xxxx1 agn**@v************.com 5 1
Cain Brothers And Company 360 Madison Ave Fl 5, New York, NY 10017
21286xxxx0 aha****@c***********.com
Merrill Lynch Wealth Management 6965 Yellowstone Blvd, Forest Hills, NY 11375
71831xxxx4 ann********@m*.com 2.3 3
Santander Bank 1569 1st Ave, New York, NY 10028
87776xxxx5 aug*********@s*******************.com 122382 1192 122000
KELTRON TAX CORP. 43-20 30th Ave, Astoria, NY 11103
71895xxxx0 cli****@k*********.com 4 26 2.7 7
Value Investment Professionals 125 Park Ave 25th Fl, New York, NY 10017
64638xxxx7 5 5 5 2
Shmuel Paltiel CPA, P.C. 70-50, 1-14 Austin St Ste Ll, Forest Hills, NY 11375
71854xxxx4 adm**@r**************.com 4.4 21
Planned Financial Services Group Inc 5306 Church Ave, Brooklyn, NY 11203
71849xxxx0 ab@l************.com 4.3 23
Edward Jones - Financial Advisor: Sean Wynne 11510 Beach Channel Dr, Rockaway Park, NY 11694
71831xxxx6 a.j*********@e**********.com 91819 107000
Iron Birch Advisors - Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx0 ale***********@a***.com 4.3 11 338 15 339
Edward Jones - Financial Advisor: Hyun Berkley 852 State Rt 3 Ste 202 A Clifton, NJ 07012
97377xxxx4 a.j*********@e**********.com 90705 105000
Santander Bank 30 Lafayette Ave, Brooklyn, NY 11217
87776xxxx5 abc*******@s************.com 3.4 5 122982 1160 123000
Edward Jones - Financial Advisor: Jane E. Donnelly 11510 Beach Channel Dr Rockaway Park, NY 11694
71831xxxx6 a.j*********@e**********.com 5 1 91819 107000
The Wagner Abrams Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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Santander Bank 300 Jay St, Brooklyn, NY 11201
87776xxxx5 ach**@s************.com 2.5 4 122647 1162 122000
Miller & Company 14107 20th Ave Ste 101 Whitestone, NY 11357
71876xxxx7 cby***@c*********.com 4 9 3165 2 3100
Morgan Stanley Wealth Management 590 Madison Ave Fl 11, New York, NY 10022
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PWG Financial Forest Hills, NY 11375
88843xxxx4
Allstate Personal Financial Representative: Korsa Nzidee 9619 69th Ave Unit 1, Forest Hills, NY 11375
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Allstate Personal Financial Representative: JING WANG 13621 Roosevelt Ave Ste 412, Flushing, NY 11354
54151xxxx8 ab-************@a*******.com
Rosenzweig Financial Svcs 2 Park Ave New York, NY 10016
21281xxxx5 1 1
Morgan Stanley Wealth Management 1211 Avenue Of The Americas, New York, NY 10036
91720xxxx0 aal*******@m************.com 135559 3129 135000
N Cooper & Company 2182 Nostrand Ave Brooklyn, NY 11210
71843xxxx8 nco**************@g****.com 5 18 4.5 14 35
Edson De La Cruz - TD Wealth Financial Advisor 76-02 Main St, Kew Gardens Hills, NY 11367
91748xxxx1 abc*******@t*.com 1 2 856884 860000
Client Focused Advisors 122 E 42nd St #1903, New York, NY 10168
21257xxxx4 bi**@c********************.com 5 1
Stern Value Management 75 Broad Street, 29th floor, new york, NY 10004
21226xxxx0 adm**@s*******************.com
Santander Bank 399 Park Ave, New York, NY 10022
87776xxxx5 ale************@s*******************.com 122351 1194 122000
Fidelity Investments 165 Broadway, New York, NY 10006
80034xxxx0 a61****@f*******.com 3.3 21 371991 371000
Edward Jones - Financial Advisor: Maerdani Muladeli 47-01 Queens Blvd #208, Sunnyside, NY 11104
71836xxxx6 acc**********@e**********.com 91821 107000
Wells Fargo Advisors 437 Madison Ave, New York, NY 10022 91732xxxx0
Miller Financial Services 114-63 Farmers Blvd, St. Albans, NY 11412
71821xxxx7 imp******@g****.com 5 13
Fredrickson Financial Planning- Garrett Investment Advisors LLC 552 16th St, Brooklyn, NY 11215
34788xxxx4 joh*******@f*******************.com
Eric Silver - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx7 rbc*********@r**.com 13969 16000
Neil G Carousso, CPA CFP 3601 208th St Bayside, NY 11361
71842xxxx0 nei*@n***********.com 5 55 4.6 9
Medina Private Wealth 445 Park Ave Fl 9 New York, NY 10022
21268xxxx2 joe@j********.com 5 1
Joel Rogovin - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx1 abc*******@u**.com
Finhabits Advisors LLC 154 Grand St, New York, NY 10013
21259xxxx2 ada*@f********.com
Kevin Kautzmann, CFP 80 5th Ave Rm 1403, New York, NY 10011
21226xxxx5 ami*********@e************.com 5 1 7
William Slayne - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
91771xxxx8 3.3 4
Jake Claghorn 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx1 a@r*****.com
Openmind Money 225 34th St Ste 953 New York, NY 10122
34749xxxx1 joh******@o************.com
Qianshen Zhou 56-50 Main St, Flushing, NY 11355 34721xxxx8
Wharton Wealth Planning 3 Columbus Cir Floor 15, New York, NY 10019
64645xxxx1 ace****@f***************.com 4.9 12
Edward Jones - Financial Advisor: John Renda, AAMS®|CRPC™ 181-22 Union Tpke, Fresh Meadows, NY 11366
71896xxxx6 acc**********@e**********.com 5 1 91820 107000
Strategic Debt Relief 1711 Kings Hwy Fl 2 Brooklyn, NY 11229
34748xxxx8 c6a*************************************@w*****************.com
Advanced Capital Strategies 501 5th Ave Rm 1608, New York, NY 10017
21293xxxx8 car****@t********.com
David Rosegarten, CDFA - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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Michael Dmytryshyn - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
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Morgan Stanley Wealth Management 60 Broad St, New York, NY 10004
21223xxxx0
Pro Standard Private Wealth - Ameriprise Financial Services, LLC 111 Great Neck Rd #213, Great Neck, NY 11021
51638xxxx0 dns*****@a***.com
The Dahlquist Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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Future You Wealth 200 Vesey St, New York, NY 10281
91751xxxx0 inf*@f**************.com 3 2 79 88
Lieblich Financial Services 565 Montgomery St, Brooklyn, NY 11225
71877xxxx7 ash**@l********.com
Michael Siden 45 Rockefeller Plz 5th Fl, New York, NY 10111
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Williams Jones Wealth Management 717 5th Ave 11th Floor, New York, NY 10022
21293xxxx0 amo*@w************.com 4.8 5
John Acello, CPA 118-17 Union Tpke Ste 9J Forest Hills, NY 11375
64648xxxx6 jac****@g****.com 5 5
Income Tax Savers 1884 Wantagh Ave, Wantagh, NY 11793
51667xxxx3 bru*********@g****.com 5 25 4.5 6
Santander Bank 360 Avenue Of The Americas, New York, NY 10011
87776xxxx5 122281 1200 122000
Jason Leberfeld - TD Wealth Relationship Manager 119-25 Liberty Ave, South Richmond Hill, NY 11419
64639xxxx4 abc*******@t*.com 856884 860000
New England Financial of North Jersey 12909 26th Ave Ste 12909, Flushing, NY 11354 71893xxxx0
Merrill Lynch Wealth Management 22 W 52nd St, New York, NY 10019 21225xxxx0
Camille Forde - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx5 dan******@r**.com 36
Loren Cole - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx5 wms**********@r**.com 13859 15000
http://allsolutionsnetwork.com/NK/NK154581 716 E 23rd St, Brooklyn, NY 11210
71893xxxx0 asn********@a******************.org
Tony De La Rosa - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
31077xxxx0 acc***************@u**.com
Premier Financial Alliance 214-25 42nd Ave Third Floor, Bayside, NY 11361 34799xxxx1 4.5 23
Ameriprise Financial 405 Park Ave Ste 1402, New York, NY 10022
21275xxxx7 ame****************@e*.ameriprise 133410 133000
Edelman Financial Engines 1130 Rxr Plz Ste 1130 Uniondale, NY 11556
83375xxxx3 aar*******@e**********************.com 5 2 5 1 19072 23 20000
Annuity General Serving theQueens Area 80033xxxx4
Computax 4053 Junction Blvd, Corona, NY 11368
71842xxxx0 0e9*************************************@w*****************.com
Ridgewood Savings Bank 7124 18th Ave Brooklyn, NY 11204
71862xxxx0 acc**********@r************.com 4.7 14 3.8 5 5472 170 5600
PLS Financial 8002 Kew Gardens Rd, Kew Gardens, NY 11415 71826xxxx5
NG Advisory Group 121 Newark Ave, Ste 301 Jersey City, NJ 07302
20136xxxx1 joh*@g***********.net 3.4 5 4.5 15 94 97
Andrew Foote - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx2 rbc*********@r**.com 13869 15000
Roth & Company LLP 1428 36th St Ste 200, Brooklyn, NY 11218
71823xxxx0 abo*******@r********.com 4.9 14 5 1
Covepoint Capital Advisors 12 W 57th St, New York, NY 10019 21224xxxx0
Bob Young Financial 300 County Ave Secaucus, NJ 07096
95437xxxx7 joh*@b****************.com 5 6
Francis Financial, Inc. 39 Broadway Suite 1730, New York, NY 10006
21237xxxx8 aal*******@m************.com 5.037 37 925
Mohammed Islam - TD Wealth Financial Advisor 108-36/50 Queens Blvd, Forest Hills, NY 11375
34745xxxx1 abc*******@t*.com 857159 7880 860000
Ameriprise Financial 120 E 41st St Rm 1802, New York, NY 10017
21269xxxx7 ame******************@a***.com 132022 133000
Kyle Murray - Prudential Financial 82-12 151st Ave, Howard Beach, NY 11414
71883xxxx5 aar*******************@p*********.com
ADM Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21233xxxx2 abc*******@u**.com
Irving Fallas - TIAA Financial Consultant 730 3rd Ave 6th Fl, New York, NY 10017
80084xxxx3 acc******************@t***.org 90510 537 91000
Santander Bank 1251 Nostrand Ave, Brooklyn, NY 11225
87776xxxx5 ach**@s************.com 3.5 2 122405 1190 122000
TIAA Financial Services 730 3rd Ave 6th Fl, New York, NY 10017
80084xxxx3 acc******************@t***.org 90649 562 90000
Murphy, Evan, AGT 530 5th Ave, New York, NY 10036
21268xxxx0 ame******************@a***.com 132694 134000
JL Wealth Management Group 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx5 rbc*********@r**.com 16374 16000
New Raja Bro Brokerage Inc 7507 Parsons Blvd, Fresh Meadows, Ny 11366 71838xxxx8
Brooklyn Plans 81 Prospect St, Brooklyn, NY 11201
19177xxxxx7 adm**@b************.org 5 19 4.9 14 335 335
Brooks Johnson 1155 Avenue of the Americas, New York, NY 10036
21278xxxx0
Edward Jones - Financial Advisor: Kyle W Tietjen 401 Broadway Ste 204, New York, NY 10013
33224xxxx3 a.j*********@e**********.com 5 1 92914 108000
Schillerstovare Financial Services 460 Bergen Blvd Palisades Park, NJ 07650
71897xxxx8 adv****@s**************.com 24
Morgan Stanley Wealth Management 399 Park Ave, New York, NY 10022
21289xxxx2 aar***********@m***********************.com
Christopher Carbone 174 Montague St, Brooklyn, NY 11201
71830xxxx6 abc*******@c***********.com
Aurum Aeternum Holdings 367 St Marks ave Unit 749, Brooklyn, NY 11238
91790xxxx5
The Rosegarten/Rubin Financial Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx5 abc*******@u**.com
AAA 1 Million $ Financing Tips Serving theQueens Area 71848xxxx3
Compass Partners International 599 Lexington Ave, New York, NY 10022 21270xxxx0
Gregory Hurst - UBS Financial Services Inc. 299 Park Avenue 8th 9th And 11th Floors, New York, NY 10171
21282xxxx8 abc***@u**.com
Charles Schwab 430 Park Ave, New York, NY 10022
21229xxxx8 aar********@s*****.com
Paulo Financial Advisors 1688 Victory Blvd Ste 200 Staten Island, NY 10314
71837xxxx4 bro**@p*********************.com 5 1
UNFCU Financial Advisors 24-01 44th Rd, Long Island City, NY 11101 21232xxxx0 1 2
Robert Ambrus - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx6 dns*****@a***.com 1 1
Strategies for Wealth 437 Madison Ave 29th Fl, New York, NY 10022
21270xxxx0 a@s******************.com 3.2 11 462 34 493
Freedom Solutions Associates 114-50 172 Street Suite A, Jamaica, NY 11434 71848xxxx9
Robert J Klein, CPA 4021 214th Pl, Bayside, NY 11361
71842xxxx4 adm**@r**************.com 5 5 5 5 56
Tony Tax & Associates 70 E Sunrise Hwy, Valley Stream, NY 11581
71841xxxx6 ton*@t****************.com
Edward Jones - Financial Advisor: Vincent C Renda, CFP®|CEPA®|AAMS® 47-01 Queens Blvd #208, Sunnyside, NY 11104
71836xxxx6 a.j*********@e**********.com 91820 107000
Our Financial Health 8 W 126th St, New York, NY 10027
21223xxxx2 nic***@o************.com 5 6
Santander Bank 500 Grand St, New York, NY 10002
87776xxxx5 122313 1197 122000
A Plus Coverage Inc 13357 41st Rd, Flushing, NY 11355
71844xxxx7 use*@d*****.com 1 2
Santander Bank 23 Newkirk Plz, Brooklyn, NY 11226
71885xxxx8 bra************@s*******************.com 3 40 122405 1190 122000
Frederick Spagnola - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx0 abc*******@u**.com
Sean Regan - Associate Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx8 dns*****@a***.com
The Hurst Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx1 abc*******@u**.com
Drucker Wealth Management 2 Park Ave New York, NY 10016
21268xxxx0 aut***@d************.com 4.9 56 1100 11 1200
Mariner 1500 Broadway 28th Fl, New York, NY 10036
21286xxxx0 aar********@m********************.com 5 1
Rex Coons - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx2 arl********@a***.com
Kyle Henderson - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx6 dns*****@a***.com 5 1 337 15 338
Daniel Ahearn - Financial Advisor, Ameriprise Financial Services 300 E 40th St Apt 28R, New York, NY 10016
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Fidelity 61 Broadway, New York, NY 10006
80034xxxx0 a61****@f*******.com 3.2 22 372268 372000
National Financial Network 恒信理财 136-20 38th Ave Suite# 8J, Flushing, NY 11354
71887xxxx8 a@n*****.net 5 14
Ameriprise Financial 111 Broadway Rm 403, New York, NY 10006
21223xxxx4 ame******************@a***.com 133422 133000
SHB Advisors - Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
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One Stop Multiservice 41-39 54th St Ste 4 Woodside, NY 11377
71855xxxx7 one************@a**.com 5 8 3.7 3 258 307
InventWealth Tax Advisors 11 Grace Ave Unit 302, Great Neck, NY 11021
64623xxxx9 dia***********@i**************.com 5 20 446 4 453
Ameriprise Financial 420 Lexington Ave Rm 2531, New York, NY 10170
64637xxxx0 dns*****@a***.com
Braverman CPA PC 7 W 36th St, New York, NY 10018
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rick perlman 2 Wall St, 10th Floor, New York, NY 10005
97337xxxx5
MPD Park Avenue Group - UBS Financial Services Inc. 299 Park Ave 8th Fl, New York, NY 10171
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Equitable 1345 Avenue Of The Americas 3rd Fl, New York, NY 10105
86644xxxx1 aar*********@e********.com 1.2 32 51741 25 51000
Primerica Financial Services 6368 Woodhaven Blvd, Queens, NY 11374
34764xxxx3 ale**********@p********.com 152200 4045 169000
Michael Sangirardi - Private Wealth Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64637xxxx0 chr**********@a***.com
Drucker Wealth Management 2 Park Ave 20th floor, New York, NY 10016
21268xxxx0 ace****@f***************.com 4.9 84 1292 11 1200
Gerstley Financial Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21233xxxx8 abc*******@u**.com
Anand's Financial Services 103-47 118th St, South Richmond Hill, NY 11419 71884xxxx0 4.2 53
Garrick P. Montenegro, CFP - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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Gehang Schwartz - TIAA Financial Consultant 730 3rd Ave 6th Fl, New York, NY 10017
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Josef Najar 45 Rockefeller Plz Fl 5, New York, NY 10111
21254xxxx5 a@r*****.com
Plan With Phil - Life Insurance & Disability Insurance 36-50 Main St 2nd fl, Flushing, NY 11354
64686xxxx0 doe*****@p***********.com 5 4
Brian Conlon - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64696xxxx1 ali***********@a***.com
Hiza & Hiza LLC 516 Lafayette Ave, Hawthorne, NJ 07506
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Omor Elahi - TD Wealth Financial Advisor 97-17 Rockaway Blvd Suite 1, Ozone Park, NY 11417
91774xxxx6 abc*******@t*.com 3 2 856884 860000
Santander Bank 7581 31st Ave, East Elmhurst, NY 11370
71844xxxx3 aar**@s************.com 123644 1163 123000
Edward Jones - Financial Advisor: Jonathan D Walker 401 Broadway Ste 204, New York, NY 10013
21221xxxx6 a.j*********@e**********.com 1 1 110734 110000
Safran Wealth Advisors, LLC 641 Lexington Ave 14th floor, New York, NY 10022
21232xxxx0 esa****@s*******************.com 5 2
Merrill Lynch Wealth Management 214 Lowell Ave, Floral Park, NY 11001
20194xxxx0 aar**********@s*****.com
United Financial Planning Group LLC 14 Pennsylvania Plaza 9th Floor, New York, NY 10122
63123xxxx1 ace****@f***************.com 5 2 2011 2000
Sterling Financial Planning 475 Park Ave S #2100, New York, NY 10016
21240xxxx6 cin**@s********************.com 4 4
Ameriprise Financial 80 Maiden Ln Rm 1205, New York, NY 10038
21278xxxx2
Hamowy Conigliaro & Associates-Ameriprise Financial SVC Inc 120 W 45th St, New York, NY 10036
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Charles Lore, CFA, CFP, ChFC - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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My Financial Planner 594 Dean St Brooklyn, NY 11238
use*@d*****.com 1 1
Joshua Bruegman - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx2 jos************@r**.com 13869 15000
Maria Lucic - State Farm Insurance Agent 116-19 Queens Blvd Forest Hills, NY 11375
71826xxxx0 mar*************@s********.com 4.3 7 1354 12 1300
Merrill Lynch Financial Advisor Edward Blatz 69-65 Yellowstone Blvd, Forest Hills, NY 11375
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Gina Thompson - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx5 kin***************@r**.com 122 122
CNIV Financial Planning 100 Matawan Rd Ste 325-1026 Matawan, NJ 07747
73229xxxx3 chi***@c*****.com
Beekman Financial Planning LLC 353 E 54th St Ste. 3W, New York, NY 10022
21272xxxx4 abu***@l************.com 5 1 3
Garrett Hurley - Financial Advisor, Ameriprise Financial Services 200 W 41st St Rm 1902, New York, NY 10036
64665xxxx4 dns*****@a***.com
Graziano & Company, CPAs 871 Poole Ave, Hazlet, NJ 07730
73288xxxx4 ale****@c*********.com 5 2
The Berkoff Plitt Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10171
21233xxxx6 abc*******@u**.com
Vincent F Parascandola - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx1 apr************@a***.com 339 15 340
Park Avenue Financial Advisors 136 Madison Ave, New York, NY 10016
21268xxxx0 abu***@l************.com 5 1
Nicholas J. Coco, CPA 752 Kearny Ave, Kearny, NJ 07032
20195xxxx0 n****@b***********.net 5 2 5 1 605 564
Stifel | The Peris-Supper Group 3 Bryant Park, New York, NY 10036
21232xxxx8
Edward Jones - Financial Advisor: Sadia Nabi 10460 Queens Blvd Ste 4V Forest Hills, NY 11375
91757xxxx4 a.j*********@e**********.com 91820 107000
Janney Montgomery Scott 1166 Avenue Of The Americas 21st Fl, New York, NY 10036
21290xxxx0 aal******@j*****.com 2082 2000
Suresh Hathiramani - Financial Advisor, Ameriprise Financial Services 200 W 41st St Rm 1902, New York, NY 10036
64666xxxx2 dns*****@a***.com
Charles Schwab 915 Broadway, New York, NY 10010
21221xxxx3 ian***********@s*****.com 2.8 27 654971 265 654000
Ellen H Fuentes - Financial Advisor, Ameriprise Financial Services, LLC 4130 75th St, 3 Elmhurst Ave Fl 1 Ste, Elmhurst, NY 11373
71845xxxx8 dns*****@a***.com 1 1
Carlos Rangel, CPA, PC 405 Lexington Ave, Ste 2600 New York, NY 10174
64640xxxx3 car*********@c*********.com 4 4 6 7
Karen Aroety - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx5 ale***************@a***.com 234 234
Michelle Perr - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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Santander Bank 330 Madison Ave, New York, NY 10017
21265xxxx3 aar**@s************.com 2.6 8 122284 1200 122000
Santander Bank 1549 Ralph Ave, Brooklyn, NY 11236
87776xxxx5 bra************@s*******************.com 3.3 3 122982 1160 123000
Simons Financial Network 175 W 93rd St New York, NY 10025
91726xxxx0 eri*@s*********************.com 1 1
Charles Schwab 200 E 79th St, New York, NY 10075
21245xxxx0 aar********@s*****.com 4 10 654972 265 654000
Vivian Mamelak - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx1 the************@r**.com 16286 16000
Financial Planner 305 W Broadway, New York, NY 10013 20232xxxx8
Joseph M Sullivan - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx9 car*******@a***.com
Edward Jones - Financial Advisor: Alex Cojocaru 4701 Queens Blvd Ste 208, Sunnyside, NY 11104
92952xxxx0 a.j*********@e**********.com 5 8 110274 110000
Daniel Selcow 45 Rockefeller Plz Fl 5, New York, NY 10111
33226xxxx0 a@r*****.com
John Hsu Capital Group Inc 800 Third Avenue, Suite 1703, New York, NY 10022
21222xxxx5 j.h**@j*************.com
5th ave financial 83-42 241st St, Jamaica, NY 11426 51633xxxx8
Ajc Advisors 1919 Hylan Blvd Staten Island, NY 10305
71835xxxx8 ben************@a**********.com 4.5 11 3 6
Brewster Financial Planning 641 President St, Brooklyn, NY 11215
64624xxxx0 cbr******@b*********.com
Westwood Tax & Consulting 265 Sunrise Hwy Ste 1-411 Rockville Centre, NY 11570
51679xxxx5 abb******@w**********.com 4.8 22 4.5 29 181 174
Unique Financial Advisors 26 Broadway Fl 8 New York, NY 10004
64691xxxx0 cri*****@u**********************.com 5 2
Zoe Financial 666 3rd Ave, New York, NY 10174
64668xxxx4 ace****@f***************.com 4.5 31 1591 1500
Ameriprise Financial 57 E 73rd St Apt 1, New York, NY 10021
21228xxxx5 ame******************@a***.com 133410 133000
HSBC Bank 107-15 Continental Ave Forest Hills, NY 11375
80089xxxx9 abd**************@h***.com 1.3 12 134852 31
Gerard E. Heymann - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx7 wms**********@r**.com 13885 15000
WFG 40 Exchange Pl Ste 1600, New York, NY 10005
71840xxxx1 dns******@a*******.com
LPL Financial: Bill Manolopoulos, CFP 23-02 33rd St, Astoria, NY 11105
71877xxxx5
Citibank 2547 Parsons Blvd, Flushing, NY 11354
80062xxxx9 abb**********@c***.com 3.4 53
ATP | Advanced Taxation Practice 24-04 41st Street Queens, NY 11103
34784xxxx2 c18*****************************@s*****.wixpress 5 30 5 1 551 80 564
John Conway - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21233xxxx9 abc*******@u**.com
Santander Bank 4823 13th Ave, Brooklyn, NY 11219
71863xxxx0 ste************@s*******************.com 2.7 31 122405 1190 122000
Raymond James Financial Services 535 Madison Ave, New York, NY 10022
21290xxxx0
WIN - Smart Financial Decisions Made Simple. Expert, Trustworthy Financial Help. 1825 Madison Ave, New York, NY 10035
91767xxxx3 ed4*****************************@s*****.wixpress 130
MDK Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx3 abc*******@u**.com
Institutional Investment Advisors Corp. 440 Park Ave S, New York, NY 10016
21286xxxx6 cli******@c*****************.com
Jason Leberfeld - TD Wealth Relationship Manager 214-32 Jamaica Ave, Queens Village, NY 11428
64639xxxx4 abc*******@t*.com 856884 860000
Edward Jones - Financial Advisor: James T Sears 19 Main St Irvington, NY 10533
91459xxxx0 a.j*********@e**********.com 91819 107000
Talisha Scarborough - New York Life 420 Lexington Ave Fl14th And 15th New York, NY 10170
91779xxxx3 a.-*****************@n**********.com 647975 651000
Alan Melamed - Private Wealth Advisor, Ameriprise Financial Services 1345 Avenue Of The Americas 2nd Fl, New York, NY 10105
21275xxxx6 ala*********@a***.com
Alliance Accounting & Tax CPAs 136 Madison Ave Fl 6 New York, NY 10016
91781xxxx6 chr**@a******.com
Morgan Stanley Wealth Management 1 New York Plz, New York, NY 10004
21227xxxx6
Capital Advisors NY LLC 42-16 28th Ave Suite 1RA, Astoria, NY 11103
34741xxxx5 ene***@f**********.com 5 10
Donald Bertucci - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64696xxxx0 dns*****@a***.com 5 5
Beatriz Pallares - TD Wealth Relationship Manager 1 Vanderbilt Ave, New York, NY 10017
64646xxxx4 abc*******@t*.com 862024 7894 862000
Jonathan Ocampo - Relationship Manager 1 Vanderbilt Ave 23rd Fl, New York, NY 10017
71875xxxx5 and***********@t*.com 862030 7894 862000
George Dimov CPA 211 E 43rd St Ste 628 New York, NY 10017
12126xxxxx3 ade****@d*******.com 4.8 287
Merrill Lynch Wealth Management 250 Vesey Street 4 World St, New York, NY 10080
41527xxxx0 aas***********@m*.com
Park Avenue Investment Consulting - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21233xxxx8 acc***************@u**.com
Tony C Yang - Private Wealth Advisor, Ameriprise Financial Services 1185 Avenue Of The Americas Fl 3, New York, NY 10036
21252xxxx7 dns*****@a***.com
Savant Wealth Management 545 5th Ave #1108, New York, NY 10017
21227xxxx0 ace****@f***************.com 5 3
True Contrarian 300 Beech St, Kearny, NJ 07032
20124xxxx3 j.d@t*************.com 5 1
eFundex 147 W35th street suite 805, new york, NY 10001
21221xxxx0 ale*************@e******.com
Ameriprise Financial Services Inc 98 Cuttermill Rd, Great Neck, NY 11021
51657xxxx0 ama***********@a***.com
Private Wealth Group Lpl Financial 10519 Metropolitan Ave, Forest Hills, NY 11375
91728xxxx0 d.g*****@l**.com
Paul N Donas - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx5 dns*****@a***.com 424 2 424
Sam Hsiao 107-19 Continental Ave, Forest Hills, NY 11375
21249xxxx4 a@c***********.com 180468 183000
Entrepreneurs Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx9 abc*******@u**.com
Wells Fargo Advisors 666 3rd Ave, New York, NY 10017
21269xxxx1
Edward Jones - Financial Advisor: Ryan Parkinson 209 Merrick Rd Oceanside, NY 11572
51659xxxx2 a.j*********@e**********.com 1 1 91819 107000
Brian Nolan - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx4 rbc*********@r**.com
Philip Mattera - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64637xxxx8 dns*****@a***.com
Pace Accounting&Tax Services, Inc. 6670 Queens Midtown Expressway, Queens, NY 11378
71889xxxx0 abe***********@p*************.com 5 102 230 15 236
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Gerstein Fisher 565 5th Ave Fl 27 New York, NY 10017
80084xxxx2 bjo****@g*************.com 3.3 4 3.3 8
Tipping Point Wealth - Ameriprise Financial Services 200 W 41st St Rm 1902, New York, NY 10036
64665xxxx4 bar***********@a***.com
Edward Jones - Financial Advisor: Robert N Gargiulo 18122 Union Tpke, Fresh Meadows, NY 11366
71896xxxx6 a.j*********@e**********.com 91820 107000
Selina Li 1702 Avenue U, Brooklyn, NY 11229
71828xxxx4 a@c***********.com
Marguerite Robinson 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx1 a@r*****.com
Jason Leberfeld - TD Wealth Relationship Manager 150-38 Northern Blvd, Flushing, NY 11354
64639xxxx4 abc*******@t*.com 856884 860000
The Firm of Sheldon L Richards, CPA 353 Lexington Ave New York, NY 10016
64671xxxx2 ast****@a*********.com
Gabros 9001 214th St Fl 1, Queens Village, NY 11428 63170xxxx5
Pls Financial 40 E 33rd St, New York, NY 10016
21244xxxx2
Gregory Simon - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21233xxxx3 abc*******@u**.com
Robert Barnett - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx4 dns*****@a***.com
Marco Nunez 70-05 Northern Blvd, Jackson Heights, NY 11372 64626xxxx3
Robert Rossi, CFP, CIMA - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx6 abc*******@u**.com
Ralph Fatigate - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx5 dns*****@a***.com 339 15 340
Accounting & Tax Financial Services 27 John St, Kearny, NJ 07032
88861xxxx3 naa*********@g****.com 5 233 5 2 1342 10 1300
Sage Point Financial 80 Wall St New York, NY 10005
21226xxxx9 dom****@a***********.com 2995 28 3600
Multi Generation Wealth Management - Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx8 del***********@a***.com
Daniel Ladner, CPM - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx0 abc*******@u**.com
Joseph Colacino Tax Partners 304 7th Ave, Brooklyn, NY 11215
71878xxxx8 8ed*************************************@w*****************.com 3.9 29 3.2 66
Investment Insight Wealth Management 36 West Dr Massapequa, NY 11758
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Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services 1430 Broadway Rm 305, New York, NY 10018
51651xxxx5 and***********@a***.com 174 174
Kevin Quinn - Associate Manager ACD, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21275xxxx1 dns*****@a***.com 153 2 153
Siena Wealth Advisory Group - Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx6 ala***********@a***.com 2467 2400
Edward Jones - Financial Advisor: Aly Mady 111 E 14th St, New York, NY 10003
81352xxxx8
Apple Financial Services & Co 33-54 83rd St Ste G 01 Jackson Heights, NY 11372
71842xxxx1
Centerview Partners 31 W 52nd St, New York, NY 10019
21238xxxx0 aad*****@c*****************.com 5 2
Leo Esses - Private Wealth Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx5 ale***************@a***.com
The Matta Wealth Management Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx2 abc*******@u**.com
Steven Wagner - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
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Betterment 853 Broadway, New York, NY 10003
21222xxxx8 a.j*******@b*********.com 3.1 20 52080 52000
TOLF Tax & Accounting Queens 147-17 Union Tpke, Flushing, NY 11367
71859xxxx0 dat*****************@i****.de 6 2 6
Trendline Financial Solutions 223 Poplar St, West Hempstead, NY 11552
51631xxxx0 pet**@t**************************.com 5 1
The Pensato Slayne Group 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0
Vanguard Funding 300 Garden City Plz Ste 170 Garden City, NY 11530
87788xxxx0 aba*****@v**************.net 3 2 1.4 7
Glenn Degenaars - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0 deg**********@r**.com
Edward Jones 4005 Broadway Apt 4005, Astoria, NY 11103
71820xxxx6 a.j*********@e**********.com 110274 110000
Hollenbaugh, Rukeyser, Safro & Williams - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx0 agl******@u**.com
Morgan Wilshire Securities 59 Franklin Ave Ste 101 Garden City, NY 11530
51662xxxx0 aro**@m*************.com 4.2 10 4 4
Edward M. Foley Jr. CFA, CFP, CEPA - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx9 abc*******@u**.com
Brian Malloy 45 Rockefeller Plz Fl 5, New York, NY 10111
21254xxxx6 a@r*****.com
4D Tax & Financial Planning 14 Wall St FL 20 New York, NY 10005
91775xxxx6 jl**@4*****.com 4 8
Bessemer Trust Private Wealth Management New York NY 630 5th Ave, New York, NY 10111
21270xxxx0 bes********************@a*********.email
Eagle Tax Planning & Advisory 106-04 101st Ave, Jamaica, NY 11416
71844xxxx1 4.5 10
Santander Bank 440 Avenue P, Brooklyn, NY 11223
71862xxxx7 del***********@s*******************.com 2.9 17 122405 1190 122000
Schupak Financial Advisors 101 Hudson St Ste 2175 Jersey City, NJ 07302
64684xxxx6 d_j***@s********.com 5 3
Edward Jones - Financial Advisor: Parikshit Patel 18122 Union Tpke, Fresh Meadows, NY 11366
71896xxxx6 a.j*********@e**********.com 91819 107000
Morgan Stanley Wealth Management 522 5th Ave Lbby 1, New York, NY 10036
21229xxxx0
Kevin Kautzmann, CFP - EBNY Financial LLC 45 N Broad St Ste 502 Ridgewood, NJ 07450
20133xxxx1 ami*********@e************.com 5 4 6
Santander Bank 3710 Broadway, Long Island City, NY 11103
71827xxxx0 aar**@s************.com 4.1 14 123553 1163 124000
Edward Jones - Financial Advisor: Annette D Matthew 181-22 Union Tpke, Fresh Meadows, NY 11366
91752xxxx9 a.j*********@e**********.com 91819 107000
Santander Bank 43 E 8th St, New York, NY 10003
64674xxxx6 122967 1160 123000
Santander Bank 301 Avenue U, Brooklyn, NY 11223
71894xxxx0 aar**@s************.com 2.8 22 122405 1190 122000
EBNY Insurance Services 40 Main St Ste 204 Chatham, NJ 07928
20133xxxx1 ami*********@e************.com 6
Premier Wealth Planning 107 Northern Blvd #304, Great Neck, NY 11021
51688xxxx0 ans****@o*************.com 2 4
VB&T Certified Public Accountants 57 W 57th St Ste 1406 New York, NY 10018
21244xxxx0 fvb@g*****.com 5 3 5 4 50
Securities America Inc. 112-41 Queens Blvd, Flushing, NY 11375
71889xxxx9 aar********@s****************.com 5 1 3109 28 3700
Wells Fargo Advisors 968 3rd Ave, New York, NY 10022
21238xxxx3
Ameriprise Financial 260 Madison Ave Fl 8, New York, NY 10016
64621xxxx0
Alla Kolerova - Prudential Financial 82-12 151st Ave Prudential Financial Queens, NY 11414
71867xxxx7 a.w*****@p*********.com 5 1 559878
Vertex Consulting Group 339 E 81st St, New York, NY 10028
91751xxxx4
The Michael Cooper Group-Ameriprise Financial Service 530 5th Ave, New York, NY 10036
21268xxxx0 dns*****@a***.com
Horizon Harvest Financial Planning 540 President St Fl 3 Brooklyn, NY 11215
71877xxxx2 hor***************@r***************.com 5 3
Richard Schnier - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0 ric************@r**.com 13904 15000
Morgan Stanley Financial Advisors 55 E 52nd St 10th Fl, New York, NY 10055
21249xxxx0 acc**********@m************.com 1 1
Blue Mountain Owner 280 Park Avenue, 12th Floor, New York, NY 10017
21290xxxx0 abe****@b******************.com 3 6
Guzhuna Financial Group 100 Church St New York, NY 10007
12123xxxxx0 a@g**************.com 17 2 19
FutureFWD Advisors - Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64637xxxx0 chr**********@a***.com 105
Edward Jones - Financial Advisor: Michael T Sheridan 5 Pondfield Rd Bronxville, NY 10708
91433xxxx3 a.j*********@e**********.com 89469 103000
MTP Advisors 69-64 Grand Ave Maspeth, NY 11378
71889xxxx1 mte***@m**********.com 1 1
George Tsandikos 45 Rockefeller Plz Fl 5, New York, NY 10020
21254xxxx0 abu***@r*****.com
Charles Schwab 1300 Avenue Of The Americas, New York, NY 10019
21230xxxx9 aar********@s*****.com 3.8 6 654972 265 654000
Edward Jones - Financial Advisor: Paul Fishman, AAMS® 181-22 Union Tpke, Fresh Meadows, NY 11366
71896xxxx6 a.j*********@e**********.com 91820 107000
The Bobigan Engros Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21233xxxx0 abc*******@u**.com
Iryna Stepanchuk, CPA 195 Montague St Ste 1410 Brooklyn, NY 11201
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Financial Dynamex 40 Wall St, new york, NY 10005
21247xxxx9
Ameriprise Financial Services, Inc 1501 Broadway, New York, NY 10036
64629xxxx5 dns*****@a***.com
Wells Fargo Advisors 138 Clinton St, New York, NY 10002
21232xxxx5
Kevin Dougherty Financial Planner 247 Merrick Rd, Lynbrook, NY 11563 51679xxxx0
Joseph Leone - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx2 dns*****@a***.com
Charles Schwab 100 Broadway, New York, NY 10005
21223xxxx0 aar********@s*****.com 2.4 16 654972 265 654000
Santander Bank 4112 Avenue U, Brooklyn, NY 11234
87776xxxx5 abc*******@s************.com 122982 1160 123000
Ameriprise Financial 3808 Bell Blvd, Bayside, NY 11361
71822xxxx0 dns*****@a***.com
Tree of Life Financial 147-17 Union Tpke 3A Queens, NY 11367
71859xxxx0 ed@t****.com 3 10 3 2 4
Fidelity Investments 1120 Avenue Of The Americas, New York, NY 10036
80066xxxx8 a61****@f*******.com 3.3 8 368480 368000
Edward Jones 213-33 39th Ave, Bayside, NY 11361
a.j*********@e**********.com 4 1 91820 107000
Future Financial Services 103-38 123rd St, South Richmond Hill, NY 11419 71884xxxx8 5 1
Morgan Stanley Wealth Management 1 Chase Manhattan Plz, New York, NY 10005
21242xxxx0 aag*****@l********.com
Ameriprise Financial 542 5th Ave, New York, NY 10036
21239xxxx0
Yomarie Letriz Ruiz - TD Wealth Financial Advisor 164-06 Union Tpke Suite 1, Fresh Meadows, NY 11365
34755xxxx2 abc*******@t*.com 856884 860000
Wei Xia 175-30 Horace Harding Expy, Fresh Meadows, NY 11365 64645xxxx1
Andrew Tsiolas - Financial Advisor, Ameriprise Financial Services, LLC 196-03 Northern Blvd, Flushing, NY 11358
71835xxxx7 and***********@a***.com
Merrill Lynch Wealth Management 1 Bryant Park, New York, NY 10036
64626xxxx0 aas***********@m*.com
Morgan Stanley Wealth Management 505 Park Ave, New York, NY 10022
21257xxxx9 akr***@w************.com
The WealthPlan LLC 60 Cutter Mill Lane, Great Neck, NY 11021
51640xxxx1 dav**@t************.com 39 40
Easterly Acquisition Corp. 375 Park Ave Ste 2102, New York, NY 10152
61730xxxx0 inf*@e******************.com
Michael Ullrich - Raymond James 45 Broadway Ste 1850, New York, NY 10006
21263xxxx3 aar************@r***********.com 19605 19000
Elmhurst tax and accounting 8333 Broadway Ste 8333, Elmhurst, NY 11373
71827xxxx8 inf*@e**********.com
Omor Elahi - TD Wealth Financial Advisor 108-36/50 Queens Blvd, Forest Hills, NY 11375
91774xxxx6 abc*******@t*.com 1 1 857163 7880 860000
Innovation Partners Wealth Management Group - Stifel 3 Bryant Park, New York, NY 10036
21232xxxx2
Capital Preservation Partners 55 Pondfield Rd Bronxville, NY 10708
91433xxxx2 doe@c**.bz 5 1
Edward Jones - Financial Advisor 181-22 Union Tpke, Flushing, NY 11366
71896xxxx6 a.j*********@e**********.com 91820 107000
Hfh Planning 75 Maiden Ln, Suite 605, New York, NY 10038
21226xxxx0 bhu**@h**********.com
Lyle Casriel - UBS Financial Services Inc. 299 Park Ave 26th Fl, New York, NY 10171
21282xxxx6 abc*******@u**.com
Isaac Benjamin Cohen - Financial Advisor, Ameriprise Financial Services 200 W 41st St Rm 1902, New York, NY 10036
64666xxxx2 dns*****@a***.com
Horizon Harvest Financial Planning 275 Park Ave Suite A, Brooklyn, NY 11205
71877xxxx2 hor***************@r***************.com 5 1
Claghorn Wealth Partners 45 Rockefeller Plz Fl 5, New York, NY 10111
21254xxxx0 a@r*****.com
Geoffrey Aunger - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx9 wms**********@r**.com 13907 15000
A & M Financial Services, LLC 792 Carman Ave, Westbury, NY 11590
51693xxxx6 5 1
Affiliated Advisors 310 Riverside Dr Apt 1420, New York, NY 10025
21269xxxx8 ana@a*****************.com 5 1
Diversified Financial Services 6549 Grand Ave Ste 2, Flushing, NY 11378
92936xxxx3 5 1
Phoenix Investor Relations 468 Park Ave S, New York, NY 10016
21228xxxx2 adr***********@p*********.com
Yomarie Letriz Ruiz - TD Wealth Financial Advisor 108-36/50 Queens Blvd, Forest Hills, NY 11375
34755xxxx2 abc*******@t*.com 857163 7880 860000
Wells Fargo Advisors Financial Network 2570 E 17th St, Brooklyn, NY 11235
80039xxxx8 4.1 14
Dunn Wealth Management Partners - UBS Financial Services Inc. 299 Park Ave 26th Fl, New York, NY 10171
21282xxxx6 abc***@u**.com
Tokio Marine Management 101 Park Ave, New York, NY 10178
21229xxxx0 ben*******@t********.com 503 698
RLN US 60 East 42nd Street, Suite 1201, New York, NY 10165
21254xxxx0 axx***********@r****.com 4.9 32 302 428
Lord Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx1 abc*******@u**.com
The Sargent Group 45 Rockefeller Plz Fl 5, New York, NY 10111
21254xxxx0 abc****@r*****.com
Andrew Corrigan Financial Services 162-1 Sanford Ave, Flushing, NY 11358 71853xxxx5 5 1
Santander Bank 2259 31st St, Long Island City, NY 11105
71893xxxx0 a.a******@s************.com 2.8 13 123714 1163 124000
Northwestern Mutual Life Insurance 245 Park Ave Rm 18, New York, NY 10167
21281xxxx0 aar**********@n***.com 110258 16404 110000
Kate LaPorta 45 Rockefeller Plz Fl 5, New York, NY 10020
21254xxxx5 abc****@r*****.com
Smart Solutions Consulting 2174 Nostrand Ave, Brooklyn, NY 11210 71898xxxx5
Piermont Wealth Management 100 Park Ave Rm 1600, New York, NY 10017
63145xxxx5 cgr******@p*************.com 3626 3600
Vision Financial Services 6348 Alderton St, Rego Park, NY 11374
71820xxxx0 joh*@m****************.com
Chi Mak 1 Vanderbilt Ave, New York, NY 10017
92931xxxx4 abc*******@t*.com 4 1 862024 7894 862000
Broadway Tax Professionals 160 W 71st St Ste 2b New York, NY 10023
21287xxxx4 ade***************@b***********************.com 4.2 40 4.2 42 152 24 155
Scott Rose - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx3
Merrill Lynch Wealth Management 560 Lexington Ave 2nd Fl, New York, NY 10022
21230xxxx0 aas***********@m*.com 181 246
Brooklyn Financial Group 134 Broadway, Brooklyn, NY 11249
71830xxxx0 abr**********@b****.com 4.7 3
Boccia Quinn Kubica Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx0 acc***************@u**.com
Allstate Insurance Agent: Ren Jainarine 16007 Hillside Ave Jamaica, NY 11432
71873xxxx0 a****00@a*******.com 5 1
Wells Fargo Advisors 1250 W Broadway, Hewlett, NY 11557 91428xxxx5
Klara Muratova Financial Plan 15038 Union Tpke, Flushing, NY 11367 71826xxxx3
The Feldman-Abbott Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx3 abc*******@u**.com
Ballaster Financial 202 8th St Unit 2 Jersey City, NJ 07302
97354xxxx1 2a5*************************************@w*****************.com 5 2 5 3 59
Calandra Joseph L CPA 3467 Francis Lewis Blvd, Flushing, NY 11358
71844xxxx0 5 2
New York, NY Private Wealth Management - UBS Financial Services Inc. 299 Park Ave 26th Fl, New York, NY 10171
21282xxxx1 abc***@u**.com
Pine Stone Partners 136 Madison Ave New York, NY 10016
34742xxxx4 c18*****************************@s*****.wixpress 5 1
Santander Bank 215 Atlantic Ave, Brooklyn, NY 11201
71863xxxx5 aar**@s************.com 3.5 23 122284 1200 122000
Barter Worden Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10171
21271xxxx0 aar*******@u**.com 231373 245000
Helin, Christopher, AGT 530 5th Ave, New York, NY 10036
21268xxxx0 ame******************@a***.com 132021 133000
Austin Jett - AXA Advisors 1290 Avenue Of Americas Fl 4 New York, NY 10104
21282xxxx7 aus********@e********.com 5 1
Li Ping (Kathy) Wang, MetLife 4160 Main St Ste 4160, Flushing, NY 11355
71876xxxx0 a@m******.com 683859 4295 683000
Merrill Lynch Wealth Management 601 Lexington Ave Fl 46, New York, NY 10022
21228xxxx0 aas***********@m*.com 181 244
Educators Tax Management 7 Clemens Ct, Blue Point, NY 11715
63184xxxx6 kev**@e***********.com 5 4 5 2
The Wang Group Wealth Management of Raymond James 3333 New Hyde Park Rd #203, New Hyde Park, NY 11042
51634xxxx0 aar************@r***********.com 5 2
Merrill Lynch Wealth Management 75 Rockefeller Plz, New York, NY 10019
21241xxxx0 ale*********@m*.com 3 2
PRB Wealth Management 122 E 42nd St Rm 1610, New York, NY 10168
21286xxxx0 ara*****@p****.com 727
Matt Maher - Ameriprise Financial Services 530 5th Ave Fl 10 New York, NY 10036
21284xxxx2 dns*****@a***.com 5 1
LVS Investment Advisory 79 Madison Ave Fl 8 New York, NY 10016
98036xxxx7 joh*@l**********.com 5 1
Michael Salmon - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64696xxxx0 dns*****@a***.com
Jennifer M Hieber - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx8 dns*****@a***.com
Paul F Cammareri 132 W 36th St Ste 510 New York, NY 10018
64672xxxx2 aro*****@b***********.com 33
First Commercial Bank 750 3rd Ave, New York, NY 10017
21259xxxx8 abb**********@f******************.com
Edward Lord, IV - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx1 abc*******@u**.com
TD Bank 31-90 Steinway St Astoria, NY 11103
71826xxxx0 ada*********@t*****.com 2 67 856886 7872 860000
Charles Schwab 40 Wall St Fl 56, New York, NY 10005
21224xxxx0
Hartung Finance LTD 575 Lexington Ave, New York, NY 10022
64658xxxx4
Barnum Financial Group 10 Grand Central 155 East 44th Street 12 Floor, New York, NY 10017
20351xxxx0 com*******@b*******.com 1 2 1133 243 1100
Santander Bank 225 E 86th St, New York, NY 10028
21253xxxx8
Morgan Stanley Wealth Management 19 W 52nd St, New York, NY 10103
21260xxxx0
Royal Alliance Associates 733 3rd Ave Ste 4 Manhattan, NY 10017
21285xxxx0 aba*****@r************.com 3028 29 3600
The Cole Wealth Management Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx6 abc*******@u**.com
The Hanley & Coons Group - Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx4 arl********@a***.com
Mega Securities 1495 Herkimer St, Brooklyn, NY 11233 34753xxxx0
The August Wealth Management Group 30 Wall St 8th Floor, New York, NY 10005
21290xxxx6
Mohammed Islam - TD Wealth Financial Advisor 58-01 Myrtle Ave, Ridgewood, NY 11385
34745xxxx1 abc*******@t*.com 1 1 856884 860000
Fortunoff Rossi Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx6 abc*******@u**.com
Merrill Lynch Wealth Management 200 Park Ave, New York, NY 10166
21233xxxx0 abc*******@m*.com 2.3 4
Santander Bank 226 E 86th St, New York, NY 10028
21253xxxx8 aug*********@s*******************.com 3.6 11 122284 1200 122000
Enrico Lomonaco - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21233xxxx1 abc*******@u**.com
Accountable Financial Management Corp 501 Main St Suite C, New York, NY 10044 21264xxxx1 4.9 12
The Poppo Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx5 abc*******@u**.com
The Powers Group - UBS Financial Services Inc. 299 Park Avenue 8th 9th And 11th Floors, New York, NY 10171
21282xxxx4 abc*******@u**.com
Ace Advisory Management 337 Lenox Ave, New York, NY 10027
64628xxxx4 x22*****@a*********************.business 4.8 20 5 4
Ameriprise Financial 370 Lexington Ave Rm 1802, New York, NY 10017
21269xxxx7 dns*****@a***.com
Merit Financial Partners, LLC 69-64 Grand Ave, Maspeth, NY 11378
71889xxxx1
FFP Wealth Management 847 Broadway Bayonne, NJ 07002
20182xxxx0 abi*********@f*****.com 76
StockKings 26 Broadway, New York, NY 10004
64629xxxx5 4.6 154
Aiuto LLC 25 Broadway Fl 5136, New York, NY 10004
64684xxxx7 har***@a********.com
Rachel Miao - Prudential Financial 82-12 151st Ave, Howard Beach, NY 11414
71883xxxx5 aar*******************@p*********.com
Le Gare & Associates 152-32 Rockaway Blvd # 205, Jamaica, NY 11434 71834xxxx0
Belbol & Associates 550 Kinderkamack Rd, Oradell, NJ 07649
20152xxxx2 inf*@b********.com 5 18 4.7 12
WealthEdge 99 Park Ave #1920, New York, NY 10016
21268xxxx0 a.a*****@w*********.com 3.3 7
Generations Planning Solutions - Ameriprise Financial Services 1345 Avenue Of The Americas 2nd Fl, New York, NY 10105
21255xxxx7 and*********@a***.com
Santander Bank 16238 Crossbay Blvd, Howard Beach, NY 11414 71892xxxx7 122967 1160 123000 1 1
Charles Schwab 60 E 42nd St, New York, NY 10165
21245xxxx0 aar********@s*****.com 3.4 23 654971 265 654000
Financial Dexterity 2791 Richmond Ave Ste 204 Staten Island, NY 10314
91796xxxx7
Tim Jalilov Bookkeeping Servise 10232 86th Rd, Richmond Hill, NY 11418
20195xxxx6
Ameriprise Financial Services Inc 1501 Broadway, New York, NY 10036
21271xxxx9 ame******************@a***.com 132021 133000
Frank Gambino - Private Wealth Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx3 ama*************@a***.com
Merrill Lynch Wealth Management 3536 Bell Blvd, Bayside, NY 11361 71828xxxx7 ali*************@m*.com
Flores Wealth Planning 800 Third Ave Ste 2800 New York, NY 10022
91774xxxx8 afl****@f**********************.com
Aspire Tax & Accounting Services Inc 94-23 Lefferts Blvd, South Richmond Hill, NY 11419
71855xxxx0 fre***@a********.com 4.7 355 956 140 1000
Beacon Wealth Consultants, Inc. 299 Park Ave, New York, NY 10171
64696xxxx7 amb**@b***********.com 4408 3 4400
De Vita & Associates - Ameriprise Financial Services 1430 Broadway Rm 305, New York, NY 10018
51651xxxx5 ath*************@a***.com 174 174
Wesley C Barrow: Primerica - Financial Services 105-24 Cross Bay Blvd, Ozone Park, NY 11417
71837xxxx5 and*********@p********.com 152200 4045 169000
Morgan Stanley Wealth Management 250 Park Ave, New York, NY 10177 21269xxxx8
Wells Fargo Advisors 777 Avenue Of The Americas, New York, NY 10001
64621xxxx0
FBR Capital Markets 299 Park Ave Fl 7, New York, NY 10171
21245xxxx0 acl***@l***********.com
Montalvo Tax 4722 Sunrise Hwy Ste E Massapequa Park, NY 11762
51659xxxx0 joh*******@m**********.com 5 114 5 3
Margolin, Andrew, AGT 530 5th Ave, New York, NY 10036
21268xxxx0 ame******************@a***.com 132694 134000
Lahoud Wealth Partners 45 Rockefeller Plz Fl 5, New York, NY 10111
21254xxxx0 abc****@r*****.com
Kahner Segal Partners - UBS Financial Services Inc. 299 Park Ave 11th Fl, New York, NY 10171
21262xxxx3 abc*******@u**.com
Bizsolution 500 Paterson Plank Rd Union City, NJ 07087
20125xxxx2 boo*****@e*********.com 5 1 9
Ridgewood Savings Bank 25-29 Parsons Blvd, New York, NY 11354
71896xxxx0 acc**********@r************.com 4.6 25
Ameriprise Financial Services Inc- Preston P Forman Advanced Financial Advisor 1370 Avenue Of The Americas, New York, NY 10019
21297xxxx1 ame******************@a***.com 133395 133000
Santander Bank 2428 34th Ave, Long Island City, NY 11106
87776xxxx5 ale************@s*******************.com 3.5 8 122728 1157 122000
Wells Fargo Advisors 24840 Northern Blvd, Little Neck, NY 11362
51630xxxx5
Allstate Personal Financial Representative: Fritz-Gerald Vilton 20 Avenue O, Brooklyn, NY 11204
34799xxxx5 a****00@a*******.com 5 1
Mark Wang, CFA,CPA,CFP,FRM 1120 Ave Of Americas Fl 4 New York, NY 10036
71873xxxx8 abd***@g****.com 5 1
South Shore Capital Management 2111 Abbot Ave North Merrick, NY 11566
51633xxxx9 5 1
BRIAN A. KING, CFP 110-45 Queens Blvd #406, Forest Hills, NY 11375
21248xxxx3 bki**@a*.cadaretgrant
Blue Spark Capital Advisors 31 Hudson Yards, 11th fl, New York, NY 10001
21253xxxx9 cal***@b*****************.com 5 1
George Lukovenko-Ameriprise 500 5th Ave, New York, NY 10110
64629xxxx0 dns*****@a***.com
Patrick McBrien - UBS Financial Services Inc. 299 Park Ave 26th Fl, New York, NY 10171
21282xxxx1 abc***@u**.com
Imperial Financial alliance 136-18 39th Ave suite 603, Flushing, NY 11354
71886xxxx3 bi**@i*********.com 5 1
Michael Nolan - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx3
Libin Lin - TD Wealth Financial Advisor 2 Wall St, New York, NY 10005
91788xxxx2 abc*******@t*.com 862030 7894 862000
PLS Financial 3810 Junction Blvd, Corona, NY 11368 71889xxxx0
Merrill Lynch Wealth Management 515 E 72nd St, New York, NY 10021
21238xxxx5 aas***********@m*.com
NLB Advisors 6120 Grand Central Pkwy, Queens, NY 11375
34799xxxx1 nle****@n**********.com
Jason Leberfeld - TD Wealth Relationship Manager 1 Vanderbilt Ave, New York, NY 10017
64639xxxx4 abc*******@t*.com 862024 7894 862000
Betty Pence - Thrivent 5307 64th St, Maspeth, NY 11378
71860xxxx6 adm**@d***********.com 373 4 395
James Lee 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx0 abc****@r*****.com
Santander Bank 341 9th St, Brooklyn, NY 11215
87776xxxx5 chr*************@s*******************.com 1 1 122405 1190 122000
Neil G Carousso, CPA, CFP 36-01 208th St, Bayside, NY 11361
71842xxxx0 dwa***@k*******.com 5 54 6
Edward Jones - Financial Advisor: June H Woo 4005 Broadway Ste 2B Astoria, NY 11103
71820xxxx6 a.j*********@e**********.com 5 1 89427 103000
Santander Bank 1402 Sheepshead Bay Rd, Brooklyn, NY 11235
87776xxxx5 abc*******@s************.com 122982 1160 123000
Dankner, Evan, AGT 530 5th Ave, New York, NY 10036
21268xxxx0 ame******************@a***.com 132021 93
Gustavo Treminio - TD Financial Advisor 108-36/50 Queens Blvd, Forest Hills, NY 11375
51665xxxx7 ale***@t*.com 856935 7880 862000
Guggenheimer Zaki Wealth Advisors of Janney Montgomery Scott 1166 Avenue Of The Americas 21st Fl, New York, NY 10036
21223xxxx4 acr*******@j*****.com 40 40
Eddie Isaac: Primerica - Financial Services 115-87 Lefferts Blvd, South Ozone Park, NY 11420
71865xxxx0 and*********@p********.com 5 1 152200 4045 169000
Laurence Lubkin - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx2 rbc*********@r**.com 16374 16000
Pace Financial Service 81 Hempstead Ave, Lynbrook, NY 11563
51659xxxx6 b@p***********.com
Rick Bloom 800 Westcheste Ave Ste N409 Rye Brook, NY 10573
91428xxxx9 rbl***@s******************.com 284 289
Edward Jones - Financial Advisor: Edward EK Yun 560 Sylvan Ave Ste 3270 Englewood Cliffs, NJ 07632
20156xxxx0 a.j*********@e**********.com 89469 103000
Merrill Lynch Wealth Management 3635 Bell Blvd Ste 204, Bayside, NY 11361
71828xxxx7 aar**********@s*****.com
Wells Fargo Advisors 375 Park Ave, New York, NY 10152
21221xxxx0 a-w***************@w*****************.com 3 2 185955 185000
Michael Bapis 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx0 abc****@r*****.com
Park Avenue Partners - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx2 abc*******@u**.com
Golden Wealth Capital 331 Newman Springs Ste 143 Red Bank, NJ 07701
91674xxxx3 inf*@g******************.com 5 24
Cohen, Mark, AGT 530 5th Ave, New York, NY 10036
21275xxxx1 dns*****@a***.com
Jonathan Torop - UBS Financial Services Inc. 299 Park Ave, New York, NY 10171
21230xxxx1 abc*******@u**.com
Jake Berlin - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx8 dns*****@a***.com
McKay Claghorn 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx2 a@r*****.com
Rockefeller Capital Management 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx0 abu***@r*****.com 4 2
Ameriprise Financial 230 Park Ave Rm 808, New York, NY 10169
34775xxxx9 ame******************@a***.com 3 2 133395 133000
Lifetime Academy and Consulting 127 W Runyon St Newark, NJ 07108
19294xxxxx9 abu**@w**.com
Cobblestone Wealth Advisors 8119 7th Ave Brooklyn, NY 11228
71863xxxx0 inf*@c************.com
Wells Fargo Advisors 460 Broadway, New York, NY 10013
64643xxxx5
Bancarrota - GARANTICE SU FUTURO LLC CONRADO GONZALEZ 37-06 82nd St, Queens, NY 11372
20186xxxx2 ces****@g****************.com 4.6 10 7178 104 7800
Creative Planning 152 W 57th St 24th Floor, New York, NY 10019
21299xxxx6 a.j******@c***************.com 4.4 53 8913 148 8900
Peter A Burgos, CPA PC 45-10 Ct Square Fl 3 Long Island City, NY 11101
71893xxxx7 car***@p*********.com 4.8 18 5 23 352 7 350
Earn Into Wealth 1460 Broadway, New York, NY 10036 64699xxxx8 abu***@l************.com
Citi PWM 1-76 Union Tpke, Fresh Meadows, NY 11366 71838xxxx7 4 1
Morgan Stanley Wealth Management 55 Water St, New York, NY 10041
21224xxxx8
D. Scott Hallman - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx0 abc*******@u**.com
Vanessa Norton 251-73 Jericho Trpk Ste 201 Bellerose, NY 11426
63140xxxx4 a.-*******************@p********.com 152503 4075 169000
Razzetti Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx0 abc*******@u**.com
Koscielniak, Susan, AGT 292 Burns St, Forest Hills, NY 11375
71854xxxx2 ame****************@e*.ameriprise 132022 133000
New York Life Insurance - Kelly James Financial Professional 214-26 41st Ave #204, Bayside, NY 11361 71823xxxx0 5 1
Marcum LLP 750 3rd Ave, New York, NY 10017
21298xxxx0 abd************@m********.com 3431 3400
Morgan Stanley Wealth Management 140 Broadway Fl 35, New York, NY 10005
21280xxxx7 aal*******@d***.com
Michael S. Casey - Associate Financial Advisor, Ameriprise Financial Services 111 Great Neck Rd Ste 213, Great Neck, NY 11021
51638xxxx0 dns*****@a***.com
The Rose/Soranno Wealth Management Group - Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
80081xxxx8 alf*********@a***.com
Altfest 445 Park Ave Fl 6 New York, NY 10022
21240xxxx0 aal*****@a******.com 5 3 3.5 8
Wells Fargo Advisors 781 Broadway, New York, NY 10003
64680xxxx0 1 1
Chris Wilkens - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx2 rbc*********@r**.com 16237 16000
Rockefeller Asset Management 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx0 abc***@r*****.com
Chris LeBeau - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21275xxxx7 ale***************@a***.com
Edward Jones - Financial Advisor: Morgan L Parker 456 5th Ave Ste 202, Brooklyn, NY 11215
92946xxxx7 a.j*********@e**********.com 5 3 110274 110000
Edward Moldaver 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx0 abc****@r*****.com
Richard J Noecker, CPA 63 E Westfield Ave Roselle Park, NJ 07204
90824xxxx0 rjn***@c******.net 3.7 3
Daniel Bermiss - TIAA Wealth Management Advisor 730 3rd Ave 6th Fl, New York, NY 10017
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Eric Penna - Private Wealth Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx6 ama*************@a***.com 5 1
Brooklyn Fi 33 Nassau Ave, Brooklyn, NY 11222
71869xxxx0 aj@b*********.com 4.8 22
Robert B Lum - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx9 dns*****@a***.com
Michael Szalkiewicz - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx9 dns*****@a***.com
Fidelity Investments 330 Park Ave S, New York, NY 10010
80054xxxx8 a61****@f*******.com 3.4 22 372125 372000
Benjamin Myers - TIAA Wealth Management Advisor 730 3rd Ave 6th Fl, New York, NY 10017
80084xxxx3 acc******************@t***.org 5 1 90487 537 91000
David Polevoy, CFP 200 Park Ave Fl 17 New York, NY 10166
21272xxxx4 inf*@f******.com 4 3
C M Consulting New York, NY 10003
64686xxxx8 cla***@c*************.com 5 3
Planning Financial Futures, Inc 1895 Walt Whitman Rd #6, Melville, NY 11747
63154xxxx3 jle***@p***********************.com 5 45
Merrill Lynch Wealth Management 474 Fulton St, Brooklyn, NY 11201
71851xxxx2 ale*********@m*.com 5 1
New York Tax & Accounting - Alice Chen CPA 40-42 Main St 2F Flushing, NY 11354
71846xxxx9 acc*@a***********.com 3.1 7
PLS Financial Service 18 4th Ave, Brooklyn, NY 11217
34798xxxx5 aal****@p*****.com 4.8 483 11848 781 11000
Ian Franzoni - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx3 dns*****@a***.com
PLS Financial 66 Rockwell Pl, Brooklyn, NY 11217
71852xxxx4 aal****@p*****.com 11848 781 11000
The Doylestown Private Wealth Group - Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
26789xxxx0 ada*******@a***.com 343 8 345
Wealthspire Advisors 521 5th Ave 15th Floor, New York, NY 10175
80099xxxx6 abb******@w**********.com 5 42 183 183
Ashley Elezi - TD Wealth Relationship Manager 2063 Ralph Ave, Brooklyn, NY 11234
34743xxxx0 abc*******@t*.com 856887 860000
Santander Bank 45 E 53rd St, New York, NY 10022
64674xxxx0 aa-*************@s********.com 7975 7900
Edward Jones - Financial Advisor: Steven Katz 3960 A Merrick Rd Seaford, NY 11783
51678xxxx0 a.j*********@e**********.com 2 91820 107000
Santander Bank 336 Broadway, New York, NY 10013
21221xxxx0 aal***@s************.com 122418 1189 122000
Heron Wealth 521 5th Ave Fl 15 New York, NY 10175
34758xxxx0 chr**@h**********.com 1 1 125 161
Zoe Financial New York, NY 10018
64684xxxx6 adv***********@z*****.com 4.7 30 1413 1500
Manhattan Wealth Management Group 370 Lexington Ave Ste 1512 New York, NY 10017
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Santander Bank 85 N 6th St, Brooklyn, NY 11249
87776xxxx5 122313 1197 122000
W. Scully, CPA, P.C. 108-14 72nd Ave Fl 2 Queens, NY 11375
84433xxxx0 inf*@w*********.com 378 404
Stockbridge Capital Group 10 E 53rd St, New York, NY 10022
64625xxxx0 abb**@p************.com
CGF Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx6 abc*******@u**.com
Chestnut Financial LLC 5601 Riverdale Ave Ste 1B Bronx, NY 10471
71860xxxx0 5 1
Ameriprise Financial 305 Madison Ave Ste 1534, New York, NY 10165
64662xxxx9 ame****************@e*.ameriprise 133410 133000
Arcadia Insurance Agency 2069 Fletcher Ave Fort Lee, NJ 07024
87762xxxx4
Santander Bank 498 Columbia St, Brooklyn, NY 11231
71879xxxx3 sta************@f**.jewellaprivacy
Zelin and Associates CPA 555 8th Ave Ste 1203 New York, NY 10018
64667xxxx6 inf*@**w.zelincpa 5 3 4.8 16
New Century Planning 29 Walter Hammond Pl, Waldwick, NJ 07463
84492xxxx0 ae@n*****************.com 501 510
Bosphorus Wealth Management Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx2 acc***************@u**.com
The Vollmer Group 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx1
Charles Schwab 100 7th Ave # 100b, Brooklyn, NY 11215
71823xxxx2 aar********@s*****.com 4 32 655097 262 655000
Rockefeller Global Family Office 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx0 abc****@r*****.com
The Executive Wealth Group-Ameriprise Financial Services 590 Madison Ave, New York, NY 10022
21222xxxx4 dns*****@a***.com 109 113
Santander Bank 8901 Northern Blvd, Jackson Heights, NY 11372
71844xxxx6 aar**@s************.com 2.9 27 123644 1163 123000
Sandra Smith - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx2 dns*****@a***.com
Santander Bank 893 Flatbush Ave, Brooklyn, NY 11226
71863xxxx2 bra************@s*******************.com 3.1 19 122405 1190 122000
FatTail Financial Advisory Group Inc. 1133 Park Pl, Brooklyn, NY 11213
71877xxxx5 bei****@f***************.com 5 1
Certainty Tax Advisors 8008 20th Ave Brooklyn, NY 11214
71867xxxx5 adm**@c***********.com 4.3 6 485 10 493
Beekman Place Associates - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21233xxxx7 abc*******@u**.com
Santander Bank 195 Montague St, Brooklyn, NY 11201
34756xxxx1
Joseph Soranno - Private Wealth Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx6 ale***************@a***.com 178 258
Joseph Sinchi 186 E 86th St, New York, NY 10028
21249xxxx4 abc*******@c***********.com 180616 183000
Ameriprise Financial 1 World Trade Ctr, New York, NY 10007 21273xxxx2
Wolf Scheck - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx3 ale**********@a***.com
John Pierce - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx3 wms**********@r**.com 13885 15000
Arlo Hanley - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx4 arl********@a***.com
Madison Park Partners - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx7 abc*******@u**.com
Rubin Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx5 abc*******@u**.com
Jimmy Huang - TIAA Wealth Management Advisor 860 Broadway Ste 528, New York, NY 10003
80084xxxx3 abc*****@t***.org 90420 542 90000
MYRA Wealth 201 Montgomery St Fl 2 Jersey City, NJ 07302
80538xxxx2 hel**@m*********.com 5 2
Jerrold Bertner - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx4 abc*******@u**.com
Santander Bank 156 Henry St, Brooklyn, NY 11201
87776xxxx5 chr*************@s*******************.com 4 2 122982 1160 123000
Magone & Company 56 Livingston Ave Ste 250 Roseland, NJ 07068
97330xxxx0 ama****@m*********.com 4 4 1634 2 1600
Morgan Stanley 1 Pierrepont Plz, Brooklyn, NY 11201
71829xxxx5 aal*******@m************.com 135559 3129 135000
Santander Bank 2356 Bell Blvd, Bayside, NY 11360
71863xxxx0 pet********@s*******************.com 2.9 20 122391 1190 122000
Chase Bank 221 Canal St New York, NY 10013
21292xxxx5 acc**********@c****.com 3.5 16 3.4 23 935660 7255 37
David Gronsbell & Co. CPAs, PC 117 E 38th St, New York, NY 10016
21268xxxx9 ala*@d*************.com
Santander Bank 1350 Broadway, New York, NY 10018
21249xxxx3 3.2 34 122284 1200 122000
Acqua Funding Learning 240 Kent Ave Ste B35, Brooklyn, NY 11249
94923xxxx5 acq*********************@w**********.com 4.8 52 961 1200
Alex Finance Atlanta, GA 30324
64699xxxx8 ale***************@c*************.com 5 3
Timothy Kinsley - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx4 wms**********@r**.com 16286 16000
Gino L. Pace 45 Rockefeller Plz Fl 5, New York, NY 10111
21254xxxx7 a@r*****.com
Huvane Wealth Management Group - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx4 abc*******@u**.com 5 1
Santander Bank 1396 2nd Ave, New York, NY 10021
87776xxxx5 aug*********@s*******************.com 1 1 123232 1159 123000
Peter Sanoulis - Financial Advisor, Ameriprise Financial Services 111 Great Neck Rd Ste 213, Great Neck, NY 11021
51638xxxx0 dns*****@a***.com
Wells Fargo Advisors Financial Network 206 7th Ave, Brooklyn, NY 11215
71823xxxx9 hos*******@w*********.com 3.4 19
Payne Capital Management 231 W 29th St, New York, NY 10001
64646xxxx0 aar*********@p******.com 4.4 7 5754 5700
Gregory Manto - Private Wealth Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx2 ale***********@a***.com 3 2
Steward Partners 140 E 45th St 36th Fl, New York, NY 10017
21236xxxx4 aar***********@s**************.com 11835 19 11000
Ameriprise Financial 200 E 42nd St, New York, NY 10017
21268xxxx0 ame******************@a***.com 133410 133000
Pogogeff & Company, CPA’s 2050 Center Ave Ste 440 Fort Lee, NJ 07024
20159xxxx6 adm**@p*******.com 4 4
Graziano & Company, CPAs 847 Broadway, Bayonne, NJ 07002
20185xxxx9 ale****@c*********.com 3.4 17
Paradise, Helen, AGT 530 5th Ave, New York, NY 10036
21268xxxx0 ame******************@a***.com 132021 133000
Darren McGovern - Financial Advisor, Ameriprise Financial Services 200 W 41st St Rm 1902, New York, NY 10036
64649xxxx2 dar**************@a***.com
Charles Schwab 300 Park Ave, New York, NY 10022
21264xxxx5 655023 262 655000
Santander Bank 158 Bleecker St, New York, NY 10012
87776xxxx5 2.3 3 122982 1160 123000
Charles Schwab 600 Old County Rd Garden City, NY 11530
51687xxxx0 ian***********@s*****.com 4 4 2 5 646773 221 657000
Joseph Langella - TIAA Wealth Management Advisor 730 3rd Ave 6th Fl, New York, NY 10017
80084xxxx3 acc**********@t***.org 90510 537 91000
Ellis Wealth Management Group 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
92979xxxx8 tod*******@r**.com
Sapient CPA 1 Bridge Plz N Ste 675 Fort Lee, NJ 07024
12014xxxxx1 inf*@s*********.com 5 3
Ameriprise Financial 4130 75th St Ste 3, Elmhurst, NY 11373
71845xxxx8 ame****************@e*.ameriprise 132021 133000
Stefan Mijajlovic - Financial Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx8 dns*****@a***.com
Glendon Marcelle - TD Wealth Financial Advisor 9013 Flatlands Ave, Brooklyn, NY 11236
34752xxxx0 abc*******@t*.com 856884 860000
Santander Bank 200 Willoughby Ave, Brooklyn, NY 11205
71863xxxx6 122982 1160 123000
Andrew Cohen - Financial Advisor, Ameriprise Financial Services 1345 Avenue Of The Americas 2nd Fl, New York, NY 10105
21255xxxx7 and*********@a***.com
Merrill Lynch Wealth Management 266 Merrick Rd, Lynbrook, NY 11563
51688xxxx1 aar**********@s*****.com 5 1
Omor Elahi - TD Wealth Financial Advisor 244-05 Northern Blvd, Little Neck, NY 11362
91774xxxx6 abc*******@t*.com 856884 860000
Thomas Gonzalez - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx6 dns*****@a***.com 5 1 22 30
Brass Taxes Brooklyn, NY 11232
34787xxxx8 ale***@b*********.com 4.3 12 4.4 73 753 776
Traphgen Financial Group 234 Kinderkamack Rd, Oradell, NJ 07649
20126xxxx0 aal****@t*****.com 4.4 13 5 2
Araneo Tax & Financial 164-46 Cross Bay Blvd, Howard Beach, NY 11414
71864xxxx0 adr*****@a********.com 4.3 16
Santander Bank 8320 Roosevelt Ave, Jackson Heights, NY 11372
71845xxxx0 aar**@s************.com 2.7 36 123644 1163 123000
J2 Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx0 abc*******@u**.com
Be Awesome Not Broke 1208 Pacific St, Brooklyn, NY 11216
16464xxxxx6 04e*************************************@w*****************.com 5 31 505 505
Sean Sampson, CFP - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx0 abc*******@u**.com
Michael S. Cocco 356 Franklin Ave, Nutley, NJ 07110
97366xxxx0 mco***@b*******************.com
Cynthia Abbott - PFS Investments 85 Broad St Fl 16 New York, NY 10004
97342xxxx2 a.-*******************@p********.com 153053 4112 170000
Prudential-Mikhail Kagansky-Life Insurance & Annuities 1548 McDonald Ave, Brooklyn, NY 11230
71837xxxx0 aar*******************@p*********.com
Element Financial Group 205 Lexington Ave Rm 1600, New York, NY 10016
21287xxxx2 ale**@e********************.com 2.3 3
Global Financial Training Program 1 State St, FL-21 Suite A, New York, NY 10004
21248xxxx0 cd6*****************************@s*****.wixpress 1003 1000
Jeffrey D'Azzo - TD Financial Advisor 490 Rockaway Tpke, Lawrence, NY 11559
51661xxxx9 abc*******@t*.com 856887 860000
Wells Fargo Advisors 1156 Avenue Of The Americas, New York, NY 10036
21259xxxx0
Jazurek - Financial Advisor 60-01 Madison St, Ridgewood, NY 11385 71840xxxx7 5 2
Ashley Elezi - TD Wealth Relationship Manager 1 Vanderbilt Ave, New York, NY 10017
34743xxxx0 abc*******@t*.com 862024 7894 862000
Accounting Services of NY 730 A Sunrise Hwy Baldwin, NY 11510
51622xxxx5 fra******@g****.com 5 21 5 1
Norris Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx9 abc*******@u**.com
Susan Shah 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx0 abc****@r*****.com
Fifth Avenue Financial 90 Park Ave 17th Fl, New York, NY 10016
21253xxxx0 a@f****************.com 5 1
Crazy Cash 111-45 76th Dr Apt B1, Forest Hills, NY 11375
85644xxxx2 ed4*****************************@s*****.wixpress
Reliance & Associates 215-45 Northern Blvd #201, Bayside, NY 11361 64684xxxx4 5 63
Clear Ocean Capital Advisors - Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
21284xxxx1 dns*****@a***.com
Corporate Risk Solutions 360 Lexington Ave Ste 1802 New York, NY 10017
21268xxxx1 adr****@c*********.com 5 1 101
Ameriprise Financial 500 5th Ave Ste 3600, New York, NY 10110
64629xxxx5
Wayne Daniel - CPA 300 E 48th St Brooklyn, NY 11203
34735xxxx1 caf**@w*************.com 5 7 5 2 66 5 79
Morgan Stanley 1211 Avenue Of The Americas Fl 34, New York, NY 10036
91720xxxx0 inf**@m**********************.com
Charles Schwab 7219 Austin St, Forest Hills, NY 11375
71826xxxx8 aar********@s*****.com 3.7 9 646804 222 658000
Forest Hills Financial Group 122 E 42nd St, New York, NY 10168
21268xxxx1 abd*************@f***.com 5 1
Danielle Giordano - Financial Advisor, Ameriprise Financial Services 200 W 41st St Rm 1902, New York, NY 10036
64666xxxx3 dan**************@a***.com
Peter Levine - Financial Advisor, Ameriprise Financial Services 481 8th Ave Ste 1130, New York, NY 10001
21296xxxx8 dns*****@a***.com
John W. Claghorn III 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx0 a@r*****.com
Charles Schwab 1211 Avenue Of The Americas Frnt D, New York, NY 10036
80043xxxx0 aar********@s*****.com 655023 262 655000
Merrill Lynch Wealth Management 1403 Broadway, Hewlett, NY 11557
51637xxxx3 aan********@m*.com
Bernard Herrera 1 Vanderbilt Ave, New York, NY 10017
64630xxxx9 abc*******@t*.com 5 1 862030 7894 862000
Ameriprise Financial 27 Arnold Ct, East Rockaway, NY 11518
51656xxxx7 dns*****@a***.com
Arthur Pensato - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0
Edward Jones - Financial Advisor: David B Lilienthal, ABFP®|AAMS®|ADPA®|CRPC™|CRPS™ 213-33 39th Ave, Bayside, NY 11361
71835xxxx1 acc**********@e**********.com 5 6 91820 107000
Empire Tax Solutions 18 West 1st St, Mount Vernon, NY 10550
92948xxxx0 inf*@e*****************.net 3 2
Terrance White 2145 Ralph Ave, Brooklyn, NY 11234
71830xxxx5 a@c***********.com
Jason Larner - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0 rbc*********@r**.com 16374 16000
Patrick Meringolo - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx1 dns*****@a***.com
John MacDonald - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx8 wms**********@r**.com 5 2 13881 15000
Allstate Personal Financial Representative: Chad Williams 132 32nd St Ste 302, Brooklyn, NY 11232
91797xxxx3 a****00@a*******.com
Usman Malik | Financial Advisor 875 3rd Ave FL 23, New York, NY 10022
21239xxxx1 abb*******@n*.com 5 14 106
Daniels Financial Services 50 Broad St Ste 1901, New York, NY 10004
21242xxxx1 jsm***@d********.com
Santander Bank 14937 14th Ave, Whitestone, NY 11357
71864xxxx0 aar**@s************.com 2.3 23 122391 1190 122000
Merrill Lynch Wealth Management 717 5th Ave, New York, NY 10022
21241xxxx5 aar**********@s*****.com
299 Park Avenue Branch Office - UBS Financial Services Inc. 299 Park Avenue 8th 9th And 11th Floors, New York, NY 10171
80054xxxx2 abc***@u**.com 5 1
Peter Timmins - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx5 abc*******@u**.com
Daniel Starr - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx4 dan******@r**.com 36
Mortgage Wealth Advisors 255 Executive Dr Ste 410 Plainview, NY 11803
51630xxxx0 d_j***@m*********************.com 5 64 5 11 303 3 318
Phillip Robles - M&T Bank 277 Park Ave, New York, NY 10172
91740xxxx6 abc*******@m**.com 94876 2611 97000
Santander Bank 320 5th Ave, New York, NY 10001
87776xxxx5 aug*********@s*******************.com 122312 1197 122000
Wells Fargo Advisors 180 Madison Ave, New York, NY 10016
91733xxxx0
Charles A Kerner, CPA 333 West 56th St Ste 1-B New York, NY 10019
21267xxxx0 ker***@k********.com 4.5 8 5 8
Morgan Stanley 424 E 52nd St, New York, NY 10022
91732xxxx9 aal*******@m************.com 136569 3152 136000
Edelman Financial Engines 340 Madison Ave 22nd floor, New York, NY 10173
83375xxxx3 aar**@e**********************.com 18779 23 20000
Ahad&Co CPA 2153 Westchester Ave Ste 200 Bronx, NY 10462
92937xxxx5 aal*@a********.com 4.9 351 4.8 17
Jon Newman - Ameriprise Financial Advisor 35 Mason St Fl 2 Greenwich, CT 06830
20386xxxx0 chr******************@a***.com 5 1
Morgan Stanley Wealth Management 90 Park Ave, New York, NY 10016
21292xxxx4 aar***********@m***********************.com
Bradley Holmes 45 Rockefeller Plz 5th Fl, New York, NY 10111
21254xxxx1 a@r*****.com
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor 450 Lexington Ave 4th fl, New York, NY 10017
64664xxxx7 ace****@f***************.com 4.9 84
MassMutual New York City - Manhattan 2 Mott St 9th Fl, New York, NY 10013
21251xxxx0 dgr******@m*********.com 228 9
Santander Bank 250 Lexington Ave, New York, NY 10016
21268xxxx7 aar**@s************.com 2.8 11 122284 1200 122000
Glendon Marcelle - TD Wealth Financial Advisor 2063 Ralph Ave, Brooklyn, NY 11234
34752xxxx0 abc*******@t*.com 856887 7880 860000
Scott Edwards - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx8 joh*******@c*.rbcwealthmanagement 16286 16000
Santander Bank 1638 Bedford Ave, Brooklyn, NY 11225
87776xxxx5 ach**@s************.com 1 1 122982 1160 123000
Sandler Capital 711 5th Ave Fl 15, New York, NY 10022
21275xxxx0 amy@s*********.com
The Schusterman Group of Janney Montgomery Scott 1166 Avenue Of The Americas 21st Fl, New York, NY 10036
21282xxxx6 aal******@j*****.com
Steven Silber, CFP , CLTC 46-08 Francis Lewis Blvd, Bayside, NY 11361
71822xxxx8 5 107
James Engel - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx1 abc*******@u**.com
Finance Driven 90 Broad St ste 253, New York, NY 10004 86281xxxx4 4.6 11
Fidelity 13 W 61st St New York, NY 10023
80027xxxx4 a61****@f*******.com 4 10 2 3 339956 365000
Spencer Mann - Associate Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx5 dns*****@a***.com
Metro Tax Group 112-41 Queens Blvd Ste 201 Forest Hills, NY 11375
71854xxxx0 4.3 12
Santander Bank 150 Court St, Brooklyn, NY 11201
87776xxxx5 chr*************@s*******************.com 122643 1162 122000
Leslie Schwartz - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx9
Harare Wealth Management 89-00 170th St #8k, Jamaica, NY 11432
55158xxxx1
OneBooks 681 Lawlins Rd Unit 10-4 WYCKOFF, NJ 07481
88866xxxx5 rob***@o*******.co 5 15 5 1 25 33
Mike Starr - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx0 dan******@r**.com 36
FutureFWD Advisors - Ameriprise Financial Services, LLC 122 E 42nd St #2215, New York, NY 10168
64637xxxx0 chr**********@a***.com 104
Wells Fargo Advisors 1010 Franklin Ave Ste 100, Garden City, NY 11530
51674xxxx0 a.b@w*****************.com 3.3 4 186188 187000
Paul Stramberg, CPA 336 W Passaic St Fl 4 Rochelle Park, NJ 07662
20184xxxx5 5 5
Todd Ellis - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21270xxxx1 tod*******@r**.com 13869 15000
Dmitry Gurvich - TD Wealth Relationship Manager 1 Vanderbilt Ave, New York, NY 10017
34785xxxx5 abc*******@t*.com 862024 7894 862000
National Financial Network, Inc 261 Madison Ave 27th Fl, New York, NY 10016
21276xxxx2 cam*************@g***********.com 4 4
M&Y International Financial Services 193 Livingston Ave, New Brunswick, NJ 08901
73264xxxx8 c18*****************************@s*****.wixpress 4.6 20 2965 12 2800
Ryan Ackerhalt - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx7 dns*****@a***.com 1 1
Yi Hao - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
64629xxxx2 ale***********@a***.com
Lauren Rosenberg-Moffitt - Financial Advisor, Ameriprise Financial Services 98 Cuttermill Rd Ste 248, Great Neck, NY 11021
51657xxxx0 ama***********@a***.com
Park Avenue Financial Advisors 1 Penn Plz Ste 2420 New York, NY 10119
21268xxxx0 eri**@p**********.com 5 1
PLS Financial 104 W 43rd St, New York, NY 10036
21222xxxx0
Peter Stephanatos - Private Wealth Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
20184xxxx1 cae*************@a***.com 22
Santander Bank 243 Canal St, New York, NY 10013
21221xxxx0 aug*********@s*******************.com 3.8 22 122284 1200 122000
Fortis Lux Financial 420 Lexington Ave Rm 2510, New York, NY 10170
21257xxxx0 aal*@f********.com 5 2 562 179 562
Kohn Ladner McKelvey Rogovin - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21262xxxx9 abc*******@u**.com
Beechler Hamlin Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10171
21233xxxx1 abc*******@u**.com
Santander Bank 20609 Linden Blvd, Cambria Heights, NY 11411
87776xxxx5 ach**@s************.com 122982 1160 123000
Shane Mason, CPA CFP 33 Nassau Ave, Brooklyn, NY 11222
4.7 12
Bank of America ATM 3912 Main St, Flushing, NY 11354
84440xxxx0 ale********@m*.com
BlackBelt Wealth Advisory 518 Hampton Hill Rd Franklin Lakes, NJ 07417
20152xxxx0 jr@b**********************.com 4.3 6 1046 1000
Prudential | Kevin Bort | Life Insurance & Financial Services 82-12 151st Ave, Howard Beach, NY 11414 91730xxxx5
Jordan Bastien - RBC Wealth Management Financial Advisor 1211 Avenue Of The Americas Ste 3300, New York, NY 10036
21555xxxx3 rbc*********@r**.com 16374 16000
Jeanmarie Kricher - Financial Advisor, Ameriprise Financial Services 745 5th Ave Ste 500, New York, NY 10151
64635xxxx7 dns*****@a***.com
Lauren Rosenberg-Moffitt - Ameriprise Financial Services 98 Cuttermill Rd Ste 248S Great Neck, NY 11021
51657xxxx0 ama***********@a***.com 5 1
Intellect Advisor-LPL Financial 37-06 82nd St Suite 202, Jackson Heights, NY 11372
71881xxxx6 use*@d*****.com
Jacklyn Lozano - Associate Advisor, Ameriprise Financial Services 530 5th Ave 10th Fl, New York, NY 10036
91747xxxx8 dns*****@a***.com
Pro Standard Private Wealth - Ameriprise Financial Services 111 Great Neck Rd Ste 213, Great Neck, NY 11021
51638xxxx0 dns*****@a***.com
Marley Bernard - Financial Advisor, Ameriprise Financial Services 767 3rd Ave 38th Fl, New York, NY 10017
21275xxxx7 dns*****@a***.com
Morgan Stanley Wealth Management 300 Cadman Plz W Ste 1, Brooklyn, NY 11201
71875xxxx1
Henry Berkley, CPM, CRPS - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21233xxxx0 abc*******@u**.com
Ameriprise Financial 40 Fairview Ave, Valley Stream, NY 11581
51656xxxx7 ame****************@e*.ameriprise 132022 133000
Santander Bank 234 Prospect Park W, Brooklyn, NY 11215
71849xxxx7 aar**@s************.com 3.5 25 122405 1190 122000
Rob Rosato - TD Wealth Financial Advisor 1 Vanderbilt Ave, New York, NY 10017
20124xxxx1 abc*******@t*.com 862030 7894 862000
Financial Planner NY 35-37 36th St Floor 2, Astoria, NY 11106 86650xxxx6 bi**@l******.com 5 1
Hallman Wealth Partners - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21282xxxx0 abc*******@u**.com
Bayside Tax & Wealth 174 Main St Port Washington, NY 11050
51650xxxx8 cor**@b******************.com 5 7 5 1
Michael Francis - Financial Advisor, Ameriprise Financial Services 122 E 42nd St Rm 2215, New York, NY 10168
64637xxxx6 chr**********@a***.com
The WealthPlan LLC 60 Cutter Mill Rd Suite 100-G, Great Neck, NY 11021
51640xxxx1 dav**@t************.com 5 30 39 40
Peter Maroney Jr. - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx6 abc*******@u**.com
Andrew Tsiolas - Financial Advisor, Ameriprise Financial Services 19603 Northern Blvd, Flushing, NY 11358
71835xxxx7 and***********@a***.com
Transamerica Financial Advisors 59 E Broadway, New York, NY 10002
64677xxxx2
Hilltop Securities Inc. 485 Madison Ave Ste 1800, New York, NY 10022
21264xxxx0 aar**************@h****************.com 321
Jairath Wealth Management - UBS Financial Services Inc. 299 Park Ave, New York, NY 10017
21230xxxx0 abc*******@u**.com