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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in New York involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in New York?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in New York to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best New York financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in New York

David W. Treichler

Arabella Wealth Advisors

The University Building
120 E. Washington St. Ste 922

Syracuse, NY 13202

315-430-3283

Gregory Manto

Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC

767 Third Avenue, 38th Floor

New York, NY 10017

212-759-2022

Jed Limmer

Bicoastal Wealth Management

142 West 57th Street

New York, NY 10019

212-931-7077

Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212-967-1428

Gerry Barrasso

United Financial Planning Group, LLC

888 Veterans Memorial Hwy
Suite 405

Hauppauge, NY 11788

631-234-0871

Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214

315-446-8720

Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204

315-527-3590

Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631-350-7024

Lisa D. Miller

Equitable Advisors

120 Madison Street
Suite 1900

Syracuse, NY 13202

315-425-6343

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

5500 Main Street
Suite 260

Williamsville, NY 14221

716-828-8390

Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801

516-268-3446

Personal Capital

Personal Capital Advisors Corporation

---

Prince, NY 10012

650-556-1310

Philip Capell

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631-454-1585

Richard Dougherty

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534

585-381-1861

Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

Bryant Asset Management

Bryant Asset Management

1280 New Scotland Road

Slingerlands, NY 12159

518-963-5800

Andrew Halliday

Edelman Financial Engines, LLC

309 Clifton Park Center Road
Suite 10

Clifton Park, NY 12065

518-836-3550

Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

646-779-2102

Judy Sweet

Strategic Financial Services

114 Business Park Drive

Utica, NY 13502

800-937-4461

Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St Ste 2946

New York, NY 10007

720-744-2145

Thomas Brown

Brown Financial Management Group LLC

950 New Loudon Rd
Suite 105

Latham, NY 12110

518-464-9974

List of Additional Financial Advisors in New York*

* Additional advisor listing is provided in partnership with Yext

Michael Goldstein - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6343

GOTHAM WEALTH ADVISORY

1290 Avenue of the Americas

New York, NY 10104
516-376-9509

Charlie Visconti - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-0915

Lev Brickman - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2794

1-877-2RETIRE, LLC

425 Broadhollow Road
Suite 304

Melville, NY 11747
631-952-9795

Scott LaDore - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 508

Rye Brook, NY 10573
914-253-0880

The Armieri Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2923

Ricardo A. Ramirez - TD Wealth Financial Advisor

6340 Northern Boulevard
Suite N324

East Norwich, NY 11732
347-578-2975

Bradford Pine Wealth Group

1461 Franklin Avenue

Garden City, NY 11530
516-747-5777

Adirondack Financial & Planning Services

518-745-0945

Masiello, Nicolosi & Associates - Ameriprise Financial Services, LLC

1 Teleport Dr
Ste 206

Staten Island, NY 10311
718-524-8450

Andrew Adler - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5812

Jonathan Kuttin - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

David Chong - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-893-7518

AXA Advisors, Ed Zaik

66 Schmidt Road

Ghent, NY 12075
518-392-2407

Alexander Breton - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-315-6316

Perkins Wealth Advisors - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3521

Edward Jones - Financial Advisor: Ulana M Emerson, CFP®

139 Pike St

Port Jervis, NY 12771
845-858-6225

Barry R Small - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8852

Edward Jones - Financial Advisor: David B Lilienthal, AAMS¿|ADPA®|CRPC®

213-33 39th Avenue

Bayside, NY 11361
718-357-3701

Arden Baptiste

26 South Route 9W

West Haverstraw, NY 10993
845-429-7986

Bridgeway Wealth Partners

750 Lexington Ave
9th Floor

New York, NY 10022
518-664-3076

The Synergy Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-7814

Melville, NY Branch Office - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-0300

New York, NY Private Wealth Management - UBS Financial Services Inc.

299 Park Avenue
25th Floor

New York, NY 10171
800-308-3140

Barber Insurance & Real Estate Services LLC

2 Linda Drive

Albany, NY 12205
518-608-4044

Peter Catenacci - Ameriprise Financial Services, LLC

110 W 40th St
Ste 1903

New York, NY 10018
646-292-8005

Berner Financial Services

124 Main Street
Suite 9B

New Paltz, NY 12561
845-256-1950

Allstate Personal Financial Representative: Daryl Rowe

3493 Delaware Ave

Kenmore, NY 14217
716-873-5600

Yomarie Letriz Ruiz - TD Wealth Financial Advisor

216-10 Northern Boulevard

Bayside, NY 11361
347-551-2272

Douglas Quartner - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-2475

Dynamic Financial Services, LTD

36 Schiller Ave

Huntington Station, NY 11746
516-822-7526

Brandyn Rowlinson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
212-492-6318

Assurance Financial Advisory Services, LLC

1802 Hempstead Turnpike

East Meadow, NY 11554
631-252-8901

Jarrett Jacobsen - Ameriprise Financial Services, LLC

2900 Westchester Ave
Ste 300

Purchase, NY 10577
914-373-6860

Eugene J. Kim - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2908

Douglas Mark - Ameriprise Financial Services, Inc.

800 Westchester Ave
Ste 508

Rye Brook, NY 10573
914-253-0880

Stacey H. Tsai - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-5755

Scott Miranto - Ameriprise Financial Services, LLC

4241 Maple Rd

Amherst, NY 14226
716-831-8944

Blue Cove Capital

1290 Avenue Of The Americas 4th Fl.

New York, NY 10104
212-408-9578

Betsy A Foss - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5134

Olga Ryzowy - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-7655

Beacon Wealth Management, Inc.

105 Maxess Road
Suite S124

Melville, NY 11747
631-390-0035

Brackens Financial Solutions

333 W. Washington Street
Suite 220

Syracuse, NY 13202
315-930-4499

American Portfolios Advisors, Inc.

4250 Veterans Memorial Highway
Suite 420E

Holbrook, NY 11741
631-439-4600

Jeffrey Moyer - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3462

Edward Jones - Financial Advisor: Ryan Parkinson, AAMS¿|CRPC®

53 N Park Ave
Ste 43

Rockville Centre, NY 11570
516-594-8022

Blue Chip Financial Corp.

200 Broadhollow Rd
Suite 207

Melville, NY 11747
631-470-2150

Vincent T Trovato - Ameriprise Financial Services, LLC

2345 Route 52
Ste 1G

Hopewell Junction, NY 12533
845-896-7520

The Rivetz Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8826

Robert N Giordano - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2278

Paul Reardon - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-6925

Mark Pierre - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
518-583-5606

Allstate Personal Financial Representative: Robert Wielandt

100 Meridian Ctr Blvd
Ste 200

Rochester, NY 14618
585-545-1904

James Graves - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-7799

Professional Financial Strategies

1159 Pittsford Victor Rd Ste 120
Bushnells Basin

Pittsford, NY 14534
585-218-9080

Allstate Personal Financial Representative: Naomi Deshommes

878 Veterans Hwy
Ste 40

Hauppauge, NY 11788
646-836-0295

Alina Montes - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2468

Alissa Provanzana, Vice President, Rhinebeck Asset Management Financial Advisor, Infinex Investments, Inc.

2134 State Route 208

Montgomery, NY 12549
845-567-3930

Jim Golden - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3259

Rhinebeck Bank Asset Management

2134 State Route 208

Montgomery, NY 12549
845-567-3930

Frank Dwyer, President, Rhinebeck Asset Management Financial Advisor, Infinex Investments, Inc.

2134 State Route 208

Montgomery, NY 12549
845-567-3930

Devin McGill, Financial Advisor, Infinex Investments, Inc.

7350 S. Broadway

Red Hook, NY 12571
845-567-3930

Altin Tirana - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-878-3967

Michael Lupia - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8913

Advisors Resource Group, Ltd.

1140 Franklin Avenue
Suite 208

Garden City, NY 11530
516-747-7771

Barbican Wealth Advisors

1 New King Street
Suite 201

West Harrison, NY 10604
914-422-0595

Asterion Wealth Advisory Group

399 Knollwood Road
Suite 317

White Plains, NY 10603
914-461-4991

Allstate Personal Financial Representative: Sean Akins

7 Rockland St

Malone, NY 12953
518-321-2592

Alpine Capital Group NY Inc.

555 Broadhollow Rd.
Suite 271

Melville, NY 11747
516-249-4922

Gold Coast Wealth Advisors - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
631-418-8000

Gregory Feighan - Ameriprise Financial Services, LLC

100 Summit Lake Dr
Ste 150

Valhalla, NY 10595
914-747-0200

American Investment Planners LLC

500 N Broadway
Suite 260

Jericho, NY 11753
516-932-5130

Joseph A Gunther, CFP, AIF

19 Eaton Ave

Norwich, NY 13815
607-336-2434

Daniel Ulrich Wiseman - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6913

Edward Reilly - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-377-7192

Alan Melamed - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
212-759-5796

Morgan Stanley Financial Advisors

65 Market Street

Potsdam, NY 13676
315-265-6300

Michael J. Pizzo - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2960

New York, NY Private Wealth Management - UBS Financial Services Inc.

299 Park Avenue
26th Floor

New York, NY 10171
212-821-7001

Allstate Personal Financial Representative: Josephine Cazilas

71 W Main St

Oyster Bay, NY 11771
646-643-6354

Christopher M Grizzetti - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2821

Michael Stock - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5169

Matthew L Langley - Ameriprise Financial Services, LLC

707 Broadway
Ste 1

Massapequa, NY 11758
516-799-1206

Jeffrey E Wenzel - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
866-797-7590

CFSC Checks Cashed

1869 2ND AVE

New York, NY 10029
212-722-8831

CFSC Checks Cashed

189 W 231st Street

Bronx, NY 10463
718-796-0631

CFSC Checks Cashed

152 E 111th Street

New York, NY 10029
212-427-3974

CFSC Checks Cashed

2254 1ST AVE

New York, NY 10029
212-348-6278

CFSC Checks Cashed Long Island City, Queens

52-41 Van Dam St

Long Island City, NY 11101
718-729-8693

CFSC Checks Cashed Ozone Park, Queens

94-02 78th St

Ozone Park, NY 11416
646-437-0332

CFSC Checks Cashed Astoria, Queens

2559 Steinway St

Astoria, NY 11103
718-932-9393

CFSC Checks Cashed Richmond Hill, Queens

103-43 Lefferts Blvd

Richmond Hill, NY 11419
718-845-6139

CFSC Checks Cashed Boston Post Road

3445 Boston Post Road

Bronx, NY 10469
718-654-1535

CFSC Checks Cashed Soundview

837 Soundview Ave

Bronx, NY 10473
718-328-8131

CFSC Checks Cashed Claremont

510 Claremont Parkway

Bronx, NY 10457
718-299-6188

CFSC Checks Cashed 1297 Boston

1297 Boston Rd

Bronx, NY 10456
718-991-2200

CFSC Checks Cashed 3969 WPR

3969 White Plains Road

Bronx, NY 10466
646-437-0380

CFSC Checks Cashed Kingsbridge

36 W Kingsbridge Road

Bronx, NY 10468
718-365-4275

CFSC Checks Cashed Allerton

677 Allerton Avenue

Bronx, NY 10467
718-798-5762

CFSC Checks Cashed Fordham

544 E Fordham Rd

Bronx, NY 10458
718-561-2144

CFSC Checks Cashed 161st

84 E 161 St

Bronx, NY 10451
718-665-9550

CFSC Checks Cashed University

1801 University Ave

Bronx, NY 10453
718-583-0983

CFSC Checks Cashed Fort Hamilton

4418 Fort Hamilton Parkway

Brooklyn, NY 11219
718-633-5970

CFSC Checks Cashed North

202 North Avenue

New Rochelle, NY 10801
914-633-1542

CFSC Checks Cashed Audubon

319 Audubon Ave

New York, NY 10033
212-927-3500

CFSC Checks Cashed Cortelyou

1014 Cortelyou Rd

Brooklyn, NY 11218
718-284-5448

CFSC Checks Cashed Flatbush

735 Flatbush Avenue

Brooklyn, NY 11226
718-282-5300

CFSC Checks Cashed Broadway

785 Broadway

Brooklyn, NY 11206
718-452-5800

CFSC Checks Cashed Mother Gaston

382 Mother Gaston Blvd

Brooklyn, NY 11212
718-495-9031

CFSC Checks Cashed Myrtle

1152 Myrtle Ave

Brooklyn, NY 11221
718-574-1560

CFSC Checks Cashed 2081 Lexington

2081 Lexington Avenue

New York, NY 10035
212-534-4382

CFSC Checks Cashed Long Island City, Queens 21st Street

31-88 21st Street

Long Island City, NY 11106
718-777-0252

David Needham - Ameriprise Financial Services, LLC

4 Atrium Dr
Ste 200

Albany, NY 12205
518-380-2020

Anthony P. Longobucco Associates

550 Mamaroneck Avenue
Suite 402

Harrison, NY 10528
914-698-0172

Allstate Personal Financial Representative: Scott Yee

8 W 38th St
Rm 1001

New York, NY 10018
213-590-3524

Allstate Personal Financial Representative: Austin Trabulsy

3800 Richmond Ave

Staten Island, NY 10312
917-750-3898

The Kleiner Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-8094

Allstate Personal Financial Representative: Joseph Gingold

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
585-260-3195

Allstate Personal Financial Representative: Louis Denardo

2229 Crompond Rd

Cortlandt Manor, NY 10567
914-282-7146

CFSC Checks Cashed Jamaica, Queens

108-08 Guy Brewer Bld

Jamaica, NY 11433
718-523-6292

Chase H. Grosse National Securities Corporation

425 Broadhollow Road
Suite 325

Melville, NY 11747
631-881-0780

Allan M Pelkonen - Ameriprise Financial Services, Inc.

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-396-1032

Eastern Planning Inc.

25 Smith Street
Suite 304

Nanuet, NY 10954
845-627-8300

Adam A. Roberts - Financial Advisor

7 Executive Drive

Clifton Park, NY 12065
518-302-1799

Madison Financial Planning Group

525 Plum Street
Suite 101

Syracuse, NY 13204
315-870-3703

Peter Burchell - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
914-287-4725

Hawkes Wealth Management, Inc.

721 Chenango St.

Binghamton, NY 13901
607-773-8055

Siena Wealth Advisory Group - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2269

Andrew Buscetto - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 330

Pleasantville, NY 10570
914-747-0810

Christopher John Reilly - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
516-336-0717

Jordan Wealth Management

3635 Genesee Street

Buffalo, NY 14225
716-565-1965

Meridian Compensation Partners

275 Madison Ave
Fl 32

New York, NY 10016
646-827-7710

Andres Miranda - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6365

Josh Fredley - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5102

Steven Beasley - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-1087

Christopher Rice - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5745

The Dauti & DiSiena Group - UBS Financial Services Inc.

709 Westchester Avenue
20th Floor

White Plains, NY 10604
914-287-6093

CFSC Checks Cashed 87th

167 E 87TH ST

New York, NY 10128
212-876-5040

Mark Brellis - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

Giovanni Cannone - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

Michael Uvenio - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2983

Christopher M Corea - Ameriprise Financial Services, LLC

2290 E Ave
Fl 3

Rochester, NY 14610
585-295-2140

Mary Beth Sharkey - Ameriprise Financial Services, LLC

434 W 33rd St
# 810

New York, NY 10001
646-292-8029

Gregory Hurst - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-821-2048

Micah Puscheck - Ameriprise Financial Services, LLC

2390 N Forest Rd
Ste 1

Getzville, NY 14068
716-636-5480

The Jordan Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6759

Morgan Stanley Financial Advisors

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-464-3300

Morgan Stanley Financial Advisors

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5510

Brian White - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2265

Trish Dunn - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2256

Richard Decker

265 Osborne Road

Loudonville, NY 12211
518-459-5714

Michael Warren

406 Rte 32

Vails Gate, NY 12584
845-336-5412

Melinda Abood - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8874

The Teixeira Loughran Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-4282

John M Pascale - Ameriprise Financial Services, Inc.

1433 Old Northern Blvd

Roslyn, NY 11576
516-801-0114

Fortunoff Rossi Wealth Management - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3396

Gary Spector - UBS Financial Services Inc.

1285 Ave of the Americas

New York, NY 10019
212-713-1432

James Carey - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-3935

Brian C Vail - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
631-582-9770

Mathew Hill - Ameriprise Financial Services, LLC

2290 E Ave
Fl 2

Rochester, NY 14610
585-256-3715

Vincent Stasi, Jr. - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-5649

Anthony Rinella IV - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-613-6867

Bryan R Szczurowski - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

Benjamin Segal - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8608

Jeff Biscardi - Ameriprise Financial Services, LLC

2150 Joshuas Path
Ste 200

Hauppauge, NY 11788
631-858-0288

Jamal Davis, CFP? - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8974

Sandra Kunzweiler - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-603-6213

Ana P Ferreira-Lopreato - Ameriprise Financial Services, LLC

2900 Westchester Ave
Ste 300

Purchase, NY 10577
914-373-6882

The Courtney Winkler Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7559

Nicholas Savas, RICP | Equitable Advisors

175 Corporate Woods
Suite 250

Rochester, NY 14623
585-475-8418

The Rivers Group - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055
212-903-7751

Morgan Stanley Financial Advisors

106 Business Park Dr

Utica, NY 13502
315-797-2000

Michael Morrissey - Northwestern Mutual

875 3rd Avenue
FL 23

New York, NY 10022
908-377-3611

1251 Avenue of the Americas Branch Office - UBS Financial Services Inc.

1251 Avenue Of Americas
2nd Floor

New York, NY 10020
800-458-1764

Thomas J. McKelvey, CFP - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8623

Seth Hurwitz - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6189

Razzetti Group - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3160

Wai Chu

718-779-2268

John McCoy - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-7576

Damian Baird - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
716-631-4604

Alan P. Todd - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5309

UBS Financial Services Inc. - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8911

Beekman Place Associates - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8917

Luigi Muccitelli - Ameriprise Financial Services, LLC

127 Woodside Ave
Ste 203

Briarcliff Manor, NY 10510
914-902-4400

Nancy J Mellegard - Morgan Stanley

821 Preemption Road
Building 400

Geneva, NY 14456
315-787-3017

Michael Andriaccio - Ameriprise Financial Services, LLC

8340 Main St
Ste 1

Williamsville, NY 14221
716-250-6660

Robert E Feighan - Ameriprise Financial Services, LLC

100 Summit Lake Dr
Ste 150

Valhalla, NY 10595
914-747-0200

Charles L Dennis - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5923

Richard Juracka - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4559

Kenper W Miller - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2274

Ann Herrero - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 110

Pleasantville, NY 10570
914-769-2800

Allstate Personal Financial Representative: Michael Eller

7 W Hoffman Ave

Lindenhurst, NY 11757
631-645-4291

John B Coyne - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6431

The 58 Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1607

Mehmet Kirdar - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-6203

Matthew Corrigan

3349 Monroe Ave

Rochester, NY 14618
585-385-4912

Christopher Copenhaver - Ameriprise Financial Services, LLC

2900 Westchester Ave
Ste 300

Purchase, NY 10577
914-502-3890

Greener Path Retirement Planning

280 Madison Avenue
Suite 600

New York, NY 10016
212-776-1861

Kenneth C Silva - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5786

Evelyn Benbrahim - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-307-2970

The Newman Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6159

Jared Reinstein

1 Municipal Plz

Clifton Park, NY 12065
518-371-1281

Branden Borowiak

5225 Sheridan Dr

Williamsville, NY 14221
716-630-2190

Ryan Sklenka

2080 Western Ave

Guilderland, NY 12084
518-459-1479

Frederick Disbrow

501 Western Ave

Albany, NY 12203
518-489-8955

William R White - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5305

Jeffrey S London - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3516

Allstate Personal Financial Representative: Victor Toro

3654 The Park

Cortland, NY 13045
917-445-1537

Rhonda L Kaplan - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5813

Equity Plan Advisory Services, New York, NY - UBS Financial Services Inc.

1285 Ave of the Americas
15th, 16th, 17th, & 18th Floors

New York, NY 10019
800-225-2971

Stephen Peet - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6339

Allstate Personal Financial Representative: Julia Cox

796 Carman Ave

Westbury, NY 11590
516-292-5100

Allstate Personal Financial Representative: Michael Cousins

1350 Deer Park Ave
Ste 12

North Babylon, NY 11703
631-983-3737

Howard Fishkind - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5818

Ken Dengler - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7513

George Crowley - Ameriprise Financial Services, LLC

980 Old Country Rd

Plainview, NY 11803
631-293-2260

Ronald L Rourk - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2921

Pradeep Bhashyam - Ameriprise Financial Services, LLC

399 Knollwood Rd
Ste G10

White Plains, NY 10603
914-468-2001

Steven Livingston - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 300

Rye Brook, NY 10573
914-269-6725

The Pipa Tagliarino Group - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-249-4301

Desmond Djekovic - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-468-4508

DTLR

1000 Palisades Center Dr
Space #D307

West Nyack, NY 10994
845-358-6141

Akira Kido - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
516-336-0873

Allstate Personal Financial Representative: Peter Urquhart

700 Rockaway Tpke
Ste 403

Lawrence, NY 11559
516-659-2494

Andrew Seth Atlas - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4521

Michael Vega - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

Ashley Taco Joint

107 Columbia Heights, Apt 6J

New York City, NY 11201
972-400-2944

Nicholas Sutro - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5525

Rob Rosato - TD Wealth Financial Advisor

21 East 1st St

New York, NY 10003
201-240-0981

Cornerstone Capital Wealth Management

5895 Goodrich Road

Clarence Center, NY 14032
716-406-2250

Joseph Ossandon - TD Wealth Financial Advisor

550 Long Beach Boulevard

Long Beach, NY 11561
516-252-7805

Daniel Dichter, CDFA - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-649-8018

Jason Harris, New York Life

5788 Widewaters Parkway

Dewitt, NY 13214
315-794-3877

Evan I Fischer - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
516-479-5842

Susan Feitelberg - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7574

Cornerstone Financial

42 Overlook Road

Poughkeepsie, NY 12603
845-452-4080

Goosehead Insurance - Stephanie Rodriguez

2079 Wantagh Avenue

Wantagh, NY 11793
516-888-5299

David Knafo - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6393

Frank C Ribando II CFP® - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5765

Goosehead Insurance - Rich Heumann

1129 Northern Boulevard
Suite 404

Manhasset, NY 11030
516-738-4425

Meineke Car Care Center

269 N Bedford Rd

Mount Kisco, NY 10549
914-233-9020

The Lily Group - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5880

Jonathan R Bernstein - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2960

Howard S Harrow - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2842

Allstate Personal Financial Representative: Lisa Gray

8770 Transit Rd

East Amherst, NY 14051
716-689-1691

David Sgorbati - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-230-3551

Al Osbourne - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3528

Andre Campbell - TD Wealth Financial Advisor

182 Broadway

New York, NY 10038
347-920-0809

Frank Schiro, CFP - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3116

Professional Planning Group

200 Great Oaks Blvd.
Suite 221

Albany, NY 12203
518-869-0498

Brandon M Harrington - Ameriprise Financial Services, LLC

8310 Wehrle Dr

Williamsville, NY 14221
716-626-3296

Banks Wealth Partners - Ameriprise Financial Services, LLC

440 Mamaroneck Ave
Ste 401

Harrison, NY 10528
914-698-8100

Ronald S Rothenberg - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5867

Pamela Praetorius - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2961

Dean B. Gregory - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3148

Ryan Hetzer - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0712

Soundview Market - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
914-761-6800

Premier Wealth Advisors, LLC

14 E 60th St Ste 402

New York, NY 10022
212-752-4343

CFSC Checks Cashed South Ozone Park, Queens

127-01 Rockaway Blvd

South Ozone Park, NY 11420
718-738-2890

CFSC Checks Cashed Woodhaven, Queens

9305 Jamaica Ave

Woodhaven, NY 11421
718-849-8086

CFSC Checks Cashed Court

361 Court St

Brooklyn, NY 11231
718-624-0688

CFSC Checks Cashed 2686 3rd Avenue

2686 3rd Avenue

Bronx, NY 10454
718-665-9494

CFSC Checks Cashed Grand Concourse

1815 Grand Concourse

Bronx, NY 10453
718-583-0055

CFSC Checks Cashed Crotona

2292 Crotona Ave

Bronx, NY 10458
718-584-2694

CFSC Checks Cashed 2033 2nd Ave

2033 2ND AVE

New York, NY 10029
212-831-0030

CFSC Checks Cashed 1213 Jerome

1213 Jerome Avenue

Bronx, NY 10452
718-684-2329

CFSC Checks Cashed 929 Southern

929 Southern Bld

Bronx, NY 10459
718-842-0569

CFSC Checks Cashed Williamsbridge

1488 Williamsbridge Road

Bronx, NY 10461
718-409-1966

CFSC Checks Cashed Unionport

1526 Union Port Rd

Bronx, NY 10462
718-828-4929

CFSC Checks Cashed 35th Street

3419 14th Ave

Brooklyn, NY 11218
718-854-6611

CFSC Checks Cashed 535 Southern Bld

535 Southern Bld

Bronx, NY 10455
718-292-2012

CFSC Checks Cashed New Utrecht

6218 New Utrecht Ave

Brooklyn, NY 11219
718-232-7848

CFSC Checks Cashed 5th Avenue

1316 5TH AVE

New York, NY 10026
212-369-2315

CFSC Checks Cashed 18th Avenue

7011 18th Ave

Brooklyn, NY 11204
718-234-9874

CFSC Checks Cashed Elmsford

44 North Saw Mill Road

Elmsford, NY 10523
914-347-2915

CFSC Checks Cashed Hoyt

44 Hoyt St

Brooklyn, NY 11201
718-522-0775

CFSC Checks Cashed 84th

2471 84th St

Brooklyn, NY 11214
718-265-0969

CFSC Checks Cashed Lenox

302 Lenox Ave

New York, NY 10027
646-672-5470

Jonathan D Klein - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4523

435 Financial Inc.

840 Kenwood Avenue
Box 730

Slingerlands, NY 12159
518-599-5757

Christopher Meeske

565 5th Avenue

New York, NY 10017
646-971-2526

Robert F De Stefano - Ameriprise Financial Services, LLC

1600 Stewart Ave
Ste 303

Westbury, NY 11590
516-640-4133

VILLA

317 S Salina St

Syracuse, NY 13202
315-472-0952

Alfredo D Ercilla - TD Wealth Financial Advisor

1818 Victory Boulevard

Staten Island, NY 10314
347-949-3923

Omor Elahi - TD Wealth Financial Advisor

119-25 Liberty Avenue

South Richmond Hill, NY 11419
917-745-6986

The Williams & Covington Group - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-903-7679

Ann F Regina - Ameriprise Financial Services, LLC

60 E 42nd St
Ste 4000

New York, NY 10165
646-627-7339

Richard Spettell - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6938

Ying C Lay

30-50 Whitestone Expwy.
Suite 105-D

Flushing, NY 11354
718-460-3418

Thomas Ferrante - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0729

Allstate Personal Financial Representative: Kimberly Kurland

1026 Morris Park Ave

Bronx, NY 10461
516-652-4182

Amy Castar, AAMS - UBS Financial Services Inc.

One Jericho Plaza

Jericho, NY 11753
516-745-8811

North Atlantic Mortgage, Corp.

877-794-5363

Allstate Personal Financial Representative: Seymour Zimbalist

882 Willis Ave

Albertson, NY 11507
516-690-7524

The Regent Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4523

First Command Financial Advisor - Todd Hunsicker

215 Washington St
Suite 214

Watertown, NY 13601
315-681-6422

Liam Emmett Patterson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8890

Macie A. Stratton - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-613-6802

Stephen H. Parmiter - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2895

Zachary Timm

17 S Market St

Johnstown, NY 12095
518-472-2517

Daniel Hayes - Ameriprise Financial Services, LLC

90 Linden Oaks
Ste 230

Rochester, NY 14625
585-461-2280

Richard Fineberg

2797 Niagara Falls Blvd

Amherst, NY 14228
716-260-6799

Allstate Personal Financial Representative: Daniel Bosque

697 E 187th St

Bronx, NY 10458
917-834-2326

Christopher Tong - Ameriprise Financial Services, Inc.

1 Indian Head Rd

Commack, NY 11725
631-858-0288

Jessica Roach - Morgan Stanley

50 Fountain Plaza
Suite 400

Buffalo, NY 14202
716-631-4629

Edward Jones - Financial Advisor: Vincent J Sica

1150 South Avenue
Ste 305

Staten Island, NY 10314
718-761-3960

Michael Cooper - Ameriprise Financial Services, Inc.

530 5th Ave
Fl 10

New York, NY 10036
917-472-2669

George Lenz - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
516-479-5831

Paul M Hanrahan - Morgan Stanley

1250 Pittsford Victor Rd
Ste 350, Bldg 200

Pittsford, NY 14534
585-264-5843