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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

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Christopher C. Giambrone

CG Capital

CG Capital
139 Genesee Street

New Hartford, NY 13413

315-765-6032

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David W. Treichler

Arabella Wealth Advisors

The University Building
120 E. Washington St. Ste 922

Syracuse, NY 13202

315-430-3283

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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

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Jeffrey McCabe

CenterBridge Planning Group

126 Professional Parkway

Lockport, NY 14094

716-626-7060

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Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212-967-1428

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Quest Financial

Quest Financial Services

2708-NY 52

Pine Bush, NY 10924

845-744-3074

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Reid Prinzo

Bryant Asset Management

1280 New Scotland Road

Slingerlands, NY 12159

518-963-5800

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Gerry Barrasso

United Financial Planning Group, LLC

888 Veterans Memorial Hwy
Suite 405

Hauppauge, NY 11788

631-234-0871

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Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214

315-446-8720

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Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204

315-527-3590

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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

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John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631-350-7024

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Lisa D. Miller

Equitable Advisors

120 Madison Street
Suite 1900

Syracuse, NY 13202

315-425-6343

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Nicholas J Efthemis

Emergent Wealth Advisors, LLC

5500 Main Street
Suite 260

Williamsville, NY 14221

716-828-8390

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

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PHILIP CAPELL

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631-454-1585

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Personal Capital

Personal Capital Advisors Corporation

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Prince, NY 10012

650-556-1310

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Richard Dougherty

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534

585-381-1861

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

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Stuart Berrin

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

212-702-9653

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Andrew Halliday

Edelman Financial Engines, LLC

309 Clifton Park Center Road
Suite 10

Clifton Park, NY 12065

518-836-3550

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Judy Sweet

Strategic Financial Services

114 Business Park Drive

Utica, NY 13502

800-937-4461

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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

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Dennis/Dennis - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5923

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Charlie Visconti - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-0915

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Allstate Personal Financial Representative: Colin Tooker

1236 Roanoke Ave

Riverhead, NY 11901
631-727-3727

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David Chong - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-893-7518

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AXA Advisors, Ed Zaik

66 Schmidt Road

Ghent, NY 12075
518-392-2407

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Nancy D. Glassman, CFP® - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-903-7620

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Barry R Small - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8852

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Arden Baptiste

26 South Route 9W

West Haverstraw, NY 10993
845-429-7986

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Bridgeway Wealth Partners

750 Lexington Ave
9th Floor

New York, NY 10022
518-664-3076

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The Synergy Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-7814

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Melville, NY Branch Office - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-420-0300

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Barber Insurance & Real Estate Services LLC

2 Linda Drive

Albany, NY 12205
518-608-4044

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Douglas Quartner - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-2475

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Dynamic Financial Services, LTD

36 Schiller Ave

Huntington Station, NY 11746
516-822-7526

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Blue Cove Capital

1290 Avenue Of The Americas 4th Fl.

New York, NY 10104
212-408-9578

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Betsy A Foss - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5134

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Olga Ryzowy - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-7655

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Allstate Personal Financial Representative: Thomas Sinnott

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
646-431-7188

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Robert N Giordano - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2278

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Paul Reardon - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-6925

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Mark Pierre - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
518-583-5606

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James Graves - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-7799

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Alina Montes - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2468

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Michael Lupia - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8913

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Advisors Resource Group, Ltd.

1140 Franklin Avenue
Suite 208

Garden City, NY 11530
516-747-7771

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Allstate Personal Financial Representative: William Leeper

5750A S Transit Rd

Lockport, NY 14094
716-830-1921

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Alpine Capital Group NY Inc.

555 Broadhollow Rd.
Suite 271

Melville, NY 11747
516-249-4922

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Joseph A Gunther, CFP, AIF

19 Eaton Ave

Norwich, NY 13815
607-336-2434

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Daniel Ulrich Wiseman - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6913

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Morgan Stanley Financial Advisors

65 Market Street

Potsdam, NY 13676
315-265-6300

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Michael J. Pizzo - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2960

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Dan Sweeney - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2932

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Christopher M Grizzetti - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2821

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Michael Stock - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5169

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CFSC Checks Cashed

1869 2ND AVE

New York, NY 10029
212-722-8831

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CFSC Checks Cashed

189 W 231st Street

Bronx, NY 10463
718-796-0631

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CFSC Checks Cashed

152 E 111th Street

New York, NY 10029
212-427-3974

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CFSC Checks Cashed

2254 1ST AVE

New York, NY 10029
212-348-6278

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CFSC Checks Cashed Long Island City, Queens

52-41 Van Dam St

Long Island City, NY 11101
718-729-8693

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CFSC Checks Cashed Ozone Park, Queens

94-02 78th St

Ozone Park, NY 11416
646-437-0332

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CFSC Checks Cashed Astoria, Queens

2559 Steinway St

Astoria, NY 11103
718-932-9393

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CFSC Checks Cashed Richmond Hill, Queens

103-43 Lefferts Blvd

Richmond Hill, NY 11419
718-845-6139

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CFSC Checks Cashed Boston Post Road

3445 Boston Post Road

Bronx, NY 10469
718-654-1535

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CFSC Checks Cashed Soundview

837 Soundview Ave

Bronx, NY 10473
718-328-8131

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CFSC Checks Cashed Claremont

510 Claremont Parkway

Bronx, NY 10457
718-299-6188

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CFSC Checks Cashed 1297 Boston

1297 Boston Rd

Bronx, NY 10456
718-991-2200

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CFSC Checks Cashed 3969 WPR

3969 White Plains Road

Bronx, NY 10466
646-437-0380

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CFSC Checks Cashed Kingsbridge

36 W Kingsbridge Road

Bronx, NY 10468
718-365-4275

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CFSC Checks Cashed Allerton

677 Allerton Avenue

Bronx, NY 10467
718-798-5762

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CFSC Checks Cashed Fordham

544 E Fordham Rd

Bronx, NY 10458
718-561-2144

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CFSC Checks Cashed 161st

84 E 161 St

Bronx, NY 10451
718-665-9550

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CFSC Checks Cashed University

1801 University Ave

Bronx, NY 10453
718-583-0983

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CFSC Checks Cashed Fort Hamilton

4418 Fort Hamilton Parkway

Brooklyn, NY 11219
718-633-5970

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CFSC Checks Cashed North

202 North Avenue

New Rochelle, NY 10801
914-633-1542

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CFSC Checks Cashed Audubon

319 Audubon Ave

New York, NY 10033
212-927-3500

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CFSC Checks Cashed Cortelyou

1014 Cortelyou Rd

Brooklyn, NY 11218
718-284-5448

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CFSC Checks Cashed Flatbush

735 Flatbush Avenue

Brooklyn, NY 11226
718-282-5300

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CFSC Checks Cashed Broadway

785 Broadway

Brooklyn, NY 11206
718-452-5800

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CFSC Checks Cashed Mother Gaston

382 Mother Gaston Blvd

Brooklyn, NY 11212
718-495-9031

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CFSC Checks Cashed Myrtle

1152 Myrtle Ave

Brooklyn, NY 11221
718-574-1560

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CFSC Checks Cashed 2081 Lexington

2081 Lexington Avenue

New York, NY 10035
212-534-4382

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The Kleiner Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-8094

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VILLA

3500 Main St
Space 5A

Amherst, NY 14226
716-834-0491

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VILLA

160 Thruway Plaza Dr

Cheektowaga, NY 14225
716-896-2703

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CFSC Checks Cashed Jamaica, Queens

108-08 Guy Brewer Bld

Jamaica, NY 11433
718-523-6292

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VILLA

210 Greece Ridge Center Dr
Space #B1B

Rochester, NY 14626
585-227-5409

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VILLA

306 Hiawatha Blvd W
#M207 Destiny Usa

Syracuse, NY 13204
315-479-1570

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Peter Burchell - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
914-287-4725

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Steven Beasley - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-1087

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Christopher Rice - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5745

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The Dauti & DiSiena Group - UBS Financial Services Inc.

709 Westchester Avenue
20th Floor

White Plains, NY 10604
914-287-6093

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CFSC Checks Cashed 87th

167 E 87TH ST

New York, NY 10128
212-876-5040

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Gregory Hurst - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-821-2048

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Morgan Stanley Financial Advisors

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-464-3300

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Morgan Stanley Financial Advisors

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5510

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Richard Decker

265 Osborne Road

Loudonville, NY 12211
518-459-5714

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Michael Warren

406 Rte 32

Vails Gate, NY 12584
845-336-5412

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Melinda Abood - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8874

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The Teixeira Loughran Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-4282

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Allstate Personal Financial Representative: Nathan Lemberg

299 Hawkins Ave
Ste 14

Ronkonkoma, NY 11779
631-737-0505

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Gary Spector - UBS Financial Services Inc.

1285 Ave of the Americas

New York, NY 10019
212-713-1432

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James Carey - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-3935

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Vincent Stasi, Jr. - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-5649

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Anthony Rinella IV - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-613-6867

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Benjamin Segal - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8608

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Jamal Davis, CFP? - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8974

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Sandra Kunzweiler - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-603-6213

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The Courtney Winkler Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7559

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Nicholas Savas, RICP | Equitable Advisors

175 Corporate Woods
Suite 250

Rochester, NY 14623
585-475-8418

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The Rivers Group - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055
212-903-7751

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Morgan Stanley Financial Advisors

106 Business Park Dr

Utica, NY 13502
315-797-2000

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

1251 Avenue Of Americas
2nd Floor

New York, NY 10020
800-458-1764

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Allstate Personal Financial Representative: Anthony Skrabalak

892 Troy Schenectady Rd

Latham, NY 12110
518-785-1999

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Allstate Personal Financial Representative: Anthony Sgroi

8610 Henry Clay Blvd

Clay, NY 13041
315-622-1208

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

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8623

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Seth Hurwitz - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6189

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Razzetti Group - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3160

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Wai Chu

718-779-2268

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John McCoy - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-7576

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Alan P. Todd - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5309

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UBS Financial Services Inc. - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8911

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Jennifer Hsu

90-02 Queens Blvd
Suite 2d-1

Elmhurst, NY 11373
718-779-2289

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Beekman Place Associates - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8917

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Anthony M Gallea - Morgan Stanley

1250 Pittsford Victor Rd
Ste 350, Bldg 200

Pittsford, NY 14534
561-557-6040

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Charles L Dennis - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5923

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Richard Juracka - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4559

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Kenper W Miller - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2274

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John B Coyne - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6431

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The 58 Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1607

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Matthew Corrigan

3349 Monroe Ave

Rochester, NY 14618
585-385-4912

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Kenneth C Silva - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5786

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Evelyn Benbrahim - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-307-2970

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Sam McCormick - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-230-3592

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William R White - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5305

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Glenn Miller - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2210

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Rhonda L Kaplan - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5813

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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

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Stephen Peet - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6339

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Howard Fishkind - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5818

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Ken Dengler - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7513

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Ronald L Rourk - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2921

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The Pipa Tagliarino Group - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-249-4301

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DTLR

1000 Palisades Center Dr
Space #D307

West Nyack, NY 10994
845-358-6141

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Gabriel Lee - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-271-0573

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Akira Kido - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
516-336-0873

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Andrew Seth Atlas - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4521

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Nicholas Sutro - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5525

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Cornerstone Capital Wealth Management

5895 Goodrich Road

Clarence Center, NY 14032
716-406-2250

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Daniel Dichter, CDFA - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-649-8018

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Jason Harris, New York Life

5788 Widewaters Parkway

Dewitt, NY 13214
315-794-3877

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Susan Feitelberg - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7574

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Cornerstone Financial

42 Overlook Road

Poughkeepsie, NY 12603
845-452-4080

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Goosehead Insurance - Stephanie Rodriguez

2079 Wantagh Avenue

Wantagh, NY 11793
516-888-5299

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David Knafo - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6393

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Frank C Ribando II CFP® - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5765

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Goosehead Insurance - Rich Heumann

1129 Northern Boulevard
Suite 404

Manhasset, NY 11030
516-738-4425

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The Lily Group - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5880

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Jonathan R Bernstein - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2960

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Howard S Harrow - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2842

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David Sgorbati - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-230-3551

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Frank Schiro, CFP - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3116

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Ronald S Rothenberg - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5867

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Pamela Praetorius - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2961

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Dean B. Gregory - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3148

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Ryan Hetzer - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0712

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CFSC Checks Cashed South Ozone Park, Queens

127-01 Rockaway Blvd

South Ozone Park, NY 11420
718-738-2890

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CFSC Checks Cashed Woodhaven, Queens

9305 Jamaica Ave

Woodhaven, NY 11421
718-849-8086

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CFSC Checks Cashed Court

361 Court St

Brooklyn, NY 11231
718-624-0688

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CFSC Checks Cashed 2686 3rd Avenue

2686 3rd Avenue

Bronx, NY 10454
718-665-9494

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CFSC Checks Cashed Grand Concourse

1815 Grand Concourse

Bronx, NY 10453
718-583-0055

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CFSC Checks Cashed Crotona

2292 Crotona Ave

Bronx, NY 10458
718-584-2694

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CFSC Checks Cashed 2033 2nd Ave

2033 2ND AVE

New York, NY 10029
212-831-0030

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CFSC Checks Cashed 1213 Jerome

1213 Jerome Avenue

Bronx, NY 10452
718-684-2329

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CFSC Checks Cashed 929 Southern

929 Southern Bld

Bronx, NY 10459
718-842-0569

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CFSC Checks Cashed Williamsbridge

1488 Williamsbridge Road

Bronx, NY 10461
718-409-1966

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CFSC Checks Cashed 35th Street

3419 14th Ave

Brooklyn, NY 11218
718-854-6611

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CFSC Checks Cashed 535 Southern Bld

535 Southern Bld

Bronx, NY 10455
718-292-2012

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CFSC Checks Cashed New Utrecht

6218 New Utrecht Ave

Brooklyn, NY 11219
718-232-7848

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CFSC Checks Cashed 5th Avenue

1316 5TH AVE

New York, NY 10026
212-369-2315

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CFSC Checks Cashed 18th Avenue

7011 18th Ave

Brooklyn, NY 11204
718-234-9874

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CFSC Checks Cashed Elmsford

44 North Saw Mill Road

Elmsford, NY 10523
914-347-2915

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CFSC Checks Cashed 84th

2471 84th St

Brooklyn, NY 11214
718-265-0969

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CFSC Checks Cashed Lenox

302 Lenox Ave

New York, NY 10027
646-672-5470

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Jonathan D Klein - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4523

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Christopher Meeske

565 5th Avenue

New York, NY 10017
646-971-2526

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VILLA

317 S Salina St

Syracuse, NY 13202
315-472-0952

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VILLA

10 Franklin St 1st Floor

Rochester, NY 14604
585-325-2593

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The Williams & Covington Group - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-903-7679

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Erin Morrissey - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0847

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Ying C Lay

30-50 Whitestone Expwy.
Suite 105-D

Flushing, NY 11354
718-460-3418

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Amy Castar, AAMS - UBS Financial Services Inc.

One Jericho Plaza

Jericho, NY 11753
516-745-8811

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The Regent Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4523

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First Command Financial Advisor - Todd Hunsicker

215 Washington St
Suite 214

Watertown, NY 13601
315-681-6422

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Liam Emmett Patterson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8890

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Macie A. Stratton - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-613-6802

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Stephen H. Parmiter - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2895

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Zachary Timm

17 S Market St

Johnstown, NY 12095
518-472-2517

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Richard Fineberg

2797 Niagara Falls Blvd

Amherst, NY 14228
716-260-6799

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Christopher Tong - Ameriprise Financial Services, Inc.

1 Indian Head Rd

Commack, NY 11725
631-858-0288

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Jessica Roach - Morgan Stanley

50 Fountain Plaza
Suite 400

Buffalo, NY 14202
716-631-4629

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Michael Cooper - Ameriprise Financial Services, Inc.

530 5th Ave
Fl 10

New York, NY 10036
917-472-2669

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Paul M Hanrahan - Morgan Stanley

1250 Pittsford Victor Rd
Ste 350, Bldg 200

Pittsford, NY 14534
585-264-5843

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Evelyn Garcia - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-307-2953

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Jeffrey Winik - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6294

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Ford Financial Wellness, LLC

520 Broadhollow Road

Melville, NY 11747
631-391-2949

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Morgan Stanley Financial Advisors

Two Jericho Plaza

Jericho, NY 11753
516-336-0700

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Radcliffe Blackwood - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2917

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Jeffrey M Blumenthal - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-230-3530

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John O'Day - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2959

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Joseph L Abuin - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5785

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Brian Herbets - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-1671

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Brian Batter

1300 Veterans Hwy
Ste 130

Hauppauge, NY 11788
631-761-1778

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The Reflective Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4500

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Orina Chang 5º - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6988

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Philip H Aronoff - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6584

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Andrea Schwarz - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2855

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The Morgan Group - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7708

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Wealth Advisory & Management Corporation of America

1574 Union Street

Schenectady, NY 12309
518-372-6996

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The Lexington Financial Group

7207 E Genesee St

Fayetteville, NY 13066
315-637-7207

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David Steadly, CFP®, CIMA® & Suzanne Lengyel - Morgan Stanley

399 Park Avenue
12th floor

New York, NY 10022
212-893-6332

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The Patagonia Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6338

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Carter Smith - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6797

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The Blair Caruso Group - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-1145

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Barbara Yee - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6388

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Affiliated Advisors, Inc.

310 Riverside Drive
Suite 1420

New York, NY 10025
212-695-5558

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Samuel Polk - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-315-6244

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Kevin J. Mulqueen

460 Temple Hill Road

New Windsor, NY 12553
845-563-9325

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Dominick Minicucci, CFP, CIMA - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8937

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Petrocelli Financial Services LLC

120 Broadway
29th Floor

New York, NY 10271
212-261-9530

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Opes Private Wealth Management

11 Gay Road

East Hampton, NY 11937
631-324-6570

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Canty Financial Management

20 Church Ave

Ballston Spa, NY 12020
518-885-3230

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ClearPlan Financial, Inc.

6470 New Taylor Rd

Orchard Park, NY 14127
716-312-7424

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Kallenekos Marino Group - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2324

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Domitilia M Dos Santos - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6310

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Eric Rosen - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
516-336-0743

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John Giapoutzis - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-8580

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Weber and Sons

5415 15th Avenue

Brooklyn, NY 11219
718-972-3940

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Fortitude Investment Group

417 East Main Street
Suite 300

Port Jefferson, NY 11777
631-474-1610

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Dwayne R. Norris, New York Life

420 Lexington Ave.
15th Floor

New York, NY 10170
646-339-1255

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CFSC Checks Cashed Willoughby

25 Willoughby St

Brooklyn, NY 11201
718-855-7400

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CFSC Checks Cashed Tompkins

112 Tompkins Ave

Brooklyn, NY 11206
347-425-8368

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CFSC Checks Cashed Newkirk

1503 Newkirk Ave

Brooklyn, NY 11226
718-284-1911

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CFSC Checks Cashed Flushing

523 Flushing Ave

Brooklyn, NY 11205
718-424-4503

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CFSC Checks Cashed 358 W 145th

358 W 145TH ST

New York, NY 10039
212-368-1657

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CFSC Checks Cashed Middletown

400 Route 211 E

Middletown, NY 10940
646-437-0335

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CFSC Checks Cashed Ave Z

1407 Avenue Z

Brooklyn, NY 11235
718-743-3126

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CFSC Checks Cashed 473 Lenox

473 Lenox Avenue

New York, NY 10037
212-690-2257

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CFSC Checks Cashed St. Nicholas

1562 St. Nicholas Avenue

New York, NY 10040
212-781-2240

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CFSC Checks Cashed 29th St

128 E 29th St

New York, NY 10016
212-685-4359

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CFSC Checks Cashed Avenue C

99 Avenue C

New York, NY 10009
212-324-1111

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CFSC Checks Cashed 518 W 145th

518 W 145th ST

New York, NY 10031
212-368-0745

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VILLA

1154 Mohawk St
Space 1B

Utica, NY 13501
315-793-8258

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Alexander Van de Leur - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-7677

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Frederick X. Pazmino - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2355

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The Fulcrum New York Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-492-6385

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Matthew Landry - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-8537

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Louis Vargas - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-8520

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Joe D Hardee - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-307-2412

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The Reinhold Group - UBS Financial Services Inc.

250 Delaware Avenue
Suite 610

Buffalo, NY 14202
716-849-3802

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Gramercy Wealth Management Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-8593

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The Richards Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-230-3556

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Simeon Thall - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1653

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Ronald D. Scott - UBS Financial Services Inc.

440 South Warren Street
The Galleries, 6th Floor

Syracuse, NY 13202
315-473-7106

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Dominic Provenzano - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1647

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Frank Antonucci

4063 North Buffalo Street

Orchard Park, NY 14127
716-667-2066

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Brian V Sisto - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6355

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Dolma Lhamu

718-460-3418

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Chhavi Goel-Parker - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2217

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Brian Craig - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5148

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Mark E Terna - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6457

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Lowerre & Palmer Wealth Management - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-1145

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Frank Delli Carpini - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-603-6204

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Michael F Kehoe - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2286

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Mike E Rulison - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-448-3301

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Warren L Teich - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6387

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Morgan Stanley Financial Advisors

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8800

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Jerome Ponz - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7544

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Stephen Wentz - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3035

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Robert Forte - Morgan Stanley

888 Veterans Memorial Hwy
Ste 300

Hauppauge, NY 11788
631-851-5349

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Adrienne Burke

565 5th Avenue

New York, NY 10017
646-971-2495

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Sheila Terry Cromwell - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-6671

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Julie A Prinzi - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-264-4575

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John Hummel - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-315-6389

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David E. Krauss - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-6025

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Abbe Hunter Spector - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3193

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Richard J Dimarzo - Morgan Stanley

1250 Pittsford Victor Rd
Ste 350, Bldg 200

Pittsford, NY 14534
585-264-5812

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Matthew Gershon - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6381

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Stifel | Michael C. Pascarella, CIMA

777 Fairmount Ave

Jamestown, NY 14701
716-708-4769

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Jennifer A Segura - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8829

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Salvatore P Vitale - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8953

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Simone G. Vinocour - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-230-3693

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Ariel Ferreira

1850 Amsterdam Ave
Suite Lld

New York, NY 10031
917-482-1726

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Roselynn Cockburn

70 East Sunrise Hwy
Ste 500

Valley Stream, NY 11581
516-758-7496

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Salvatore Alesia - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8894

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Ralph Lemme, CFP - UBS Financial Services Inc.

8 Southwoods Blvd
Suite 207

Albany, NY 12211
518-445-1667

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John Kiffel - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3116

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The DaCruz Group - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6173

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The Quaintance Group - Morgan Stanley

1585 Broadway
21st Floor

New York, NY 10036
212-761-3848

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The Shaw Group - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055
212-649-8516

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Theodore Cook - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2264

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Joseph Stewart - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-401-0571

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Jonathan Macko - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3428

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White Plains, NY Branch Office - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
914-761-6800

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Sun Hong - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
516-336-0761

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Andy Katchen - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-492-6768

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Edmund Debler - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6461

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Ana M Cuervo - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-307-2865

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The Gaudino Group

780 Fetzner Road
Suite B

Rochester, NY 14626
585-232-7075

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Gryphon Wealth Management - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3116

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T. Gary Liberman - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-0652

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Joel Kamor - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-307-3923

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Thomas E Goss Jr - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-271-0680

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David K. Powers - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2913

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The Ressa Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-5648

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Mancini Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2967

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Robert Lane, CPWA - UBS Financial Services Inc.

8 Southwoods Blvd
Suite 207

Albany, NY 12211
518-445-1615

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Lisa Miller - Equitable Advisors

120 Madison Street
Suite 1900

Syracuse, NY 13202
315-425-6343

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