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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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Austin Robare

Equitable Advisors

181 York St

Buffalo, NY 14213

315-775-7183

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Gregory Manto - Financial Advisor

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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Thomas Brown

Brown Financial Management Group LLC

950 New Loudon Rd
Suite 105

Latham, NY 12110

518-464-9974

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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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Timothy Hamilton

Atlas Private Wealth

208 W. 23rd St.

New York, NY 10011

800-432-7447

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Andrew Halliday

Edelman Financial Engines, LLC

309 Clifton Park Center Road
Suite 10

Clifton Park, NY 12065

518-836-3551

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Richard Dougherty, CFP®, AIF®

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534

585-381-1861

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Matthew Unger

Focus Asset Management

340 Madison Avenue, 19th Floor

New York, NY 10173

646-484-8804

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Conor Bryant

Bryant Asset Mgt

1280 New Scotland Rd

Slingerlands, NY 12159

518-439-1141

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PHILIP CAPELL, CFP®, JD, MS in Tax

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631-454-1585

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Matthew McKee, MBA, CFA®

Samalin Investment Counsel

297 King Street

Chappaqua, NY 10514

914-666-6600

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John Patsy, CFP®, RICP®

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631-350-7024

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Chris Sosa

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

646-679-7093

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Ted Borowiak

Edelman Financial Engines, LLC

240 Redtail Rd, Suite #11B

Orchard Park, NY 14127

716-935-6642

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Ted Borowiak

Edelman Financial Engines, LLC

1715 Niagara Falls Blvd Suite 300

Amherst, NY 14228

716-935-6642

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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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William O'Donnell

AVH Invest

118 W Main St

Victor, NY 14564

585-754-3948

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-824-1521

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Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214

315-446-8720

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Peter Levine CFP®, ChFC®, CLU®

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212-967-1428

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D. Chris Tucker

Greenwich Advisors, LLC

340 Madison Avenue, 19th Floor

New York, NY 10173

203-489-0707

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Charles Helme

BH Asset Management, LLC

104 West 40th Street, 5th Floor

New York, NY 10018

212-575-0234

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David W. Treichler, AIF, CFP, CLU

Arabella Wealth Advisors

The University Building
120 E. Washington St. Ste 922

Syracuse, NY 13202

315-430-3283

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Lisa D. Miller, CFP®, CDFA, RICP®

Equitable Advisors

120 Madison Street
Suite 1900

Syracuse, NY 13202

315-425-6343

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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

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Personal Capital

Personal Capital Advisors Corporation

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Prince, NY 10012

650-556-1310

List of Additional Financial Advisors in New York*

* Additional advisor listing is provided in partnership with Yext

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Jason Harris - Ameriprise Financial Services, LLC

1600 Express Dr S
Ste 212

Hauppauge, NY 11788
516-977-7090

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Eric P Storberg - Ameriprise Financial Services, LLC

1 Teleport Dr
Ste 206

Staten Island, NY 10311
718-524-8450

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Kerry Phelan - Ameriprise Financial Services, LLC

176 Church St

Poughkeepsie, NY 12601
845-454-3021

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Carol J Sutter - Ameriprise Financial Services, LLC

2024 W Henrietta Rd
Ste 3B

Rochester, NY 14623
585-424-1480

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Randall C Perkins - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3521

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1-877-2RETIRE, LLC

425 Broadhollow Road
Suite 304

Melville, NY 11747
631-952-9795

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Sun Hong - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
516-336-0761

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Allstate Personal Financial Representative: Rafael Ceara

3187 Steinway St
Ste 1

Astoria, NY 11103
787-448-3235

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Scott A Lowman - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0716

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Ann Marie Williams - Morgan Stanley

50 Fountain Plaza
Suite 800

Buffalo, NY 14202
716-849-4856

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Flat Iron Financial Group - Ameriprise Financial Services, LLC

25 Main St
Ste 3-2

Goshen, NY 10924
845-291-7000

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Allstate Personal Financial Representative: Daniel Bosque

697 E 187th St

Bronx, NY 10458
917-834-2326

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Santo Briganti - Ameriprise Financial Services, LLC

100 Summit Lake Dr
Ste 150

Valhalla, NY 10595
914-747-0200

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Ziyah Esbenshade - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 300

Rye Brook, NY 10573
914-269-6714

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The Eustace Group - UBS Financial Services Inc.

1285 Avenue Of The Americas
19th Floor

New York, NY 10019
212-713-3807

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Bradford Pine Wealth Group

1461 Franklin Avenue

Garden City, NY 11530
516-747-5777

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Adirondack Financial & Planning Services

518-745-0945

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Luis Flores - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-8620

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Andrew Adler - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5812

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AXA Advisors, Ed Zaik

66 Schmidt Road

Ghent, NY 12075
518-392-2407

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Alexander Breton - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-315-6316

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Sid Cooper - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
212-681-0240

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Arden Baptiste

26 South Route 9W

West Haverstraw, NY 10993
845-429-7986

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Salvatore Alesia - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8894

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The Barnett Group - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3245

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Barber Insurance & Real Estate Services LLC

2 Linda Drive

Albany, NY 12205
518-608-4044

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Peter Catenacci - Ameriprise Financial Services, LLC

110 W 40th St
Ste 1903

New York, NY 10018
646-292-8005

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Berner Financial Services

124 Main Street
Suite 9B

New Paltz, NY 12561
845-256-1950

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John P Fitzpatrick - Morgan Stanley

414 Main St
Ste 101

Port Jefferson, NY 11777
631-642-8603

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Abeba Cherinet - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-1042

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Louis Ciliberti - Ameriprise Financial Services, LLC

980 Old Country Rd

Plainview, NY 11803
631-293-2260

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A. T. Becker & Associates, Inc. 

142 Garth Road
Suite TU

Scarsdale, NY 10583
914-722-1777

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W. Scott Hinds - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5164

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Vania Markarian, CRPS - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3241

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Jesse Ferro - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-713-3002

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Michael Kitlinski - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-7672

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Assurance Financial Advisory Services, LLC

1802 Hempstead Turnpike

East Meadow, NY 11554
631-252-8901

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Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
518-386-2900

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Jeff Machiele - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-249-4356

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Rachel Reyes Jackson - Morgan Stanley

91 North Front Street

Kingston, NY 12401
845-334-7933

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Jim Thomforde - Morgan Stanley

130 East Seneca St
Suite 500

Ithaca, NY 14850
607-274-8543

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Jonathan Kuttin - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
631-770-0335

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Stacey H. Tsai - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-5755

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Karen Rosner - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-6724

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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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David Lynn - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
516-228-0100

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Beacon Wealth Management, Inc.

105 Maxess Road
Suite S124

Melville, NY 11747
631-390-0035

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Brackens Financial Solutions

333 W. Washington Street
Suite 220

Syracuse, NY 13202
315-930-4499

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American Portfolios Advisors, Inc.

4250 Veterans Memorial Highway
Suite 420E

Holbrook, NY 11741
631-439-4600

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Steven Strzelecki - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-5674

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The Polaris Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2831

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Blue Chip Financial Corp.

200 Broadhollow Rd
Suite 207

Melville, NY 11747
631-470-2150

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Allstate Personal Financial Representative: Robert Wielandt

100 Meridian Ctr Blvd
Ste 200

Rochester, NY 14618
585-545-1904

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Allstate Personal Financial Representative: Kai Hui

50 E 42nd St
Rm 513

New York, NY 10017
917-975-8373

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Robert Pecoraro - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-760-2981

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Professional Financial Strategies

1159 Pittsford Victor Rd Ste 120
Bushnells Basin

Pittsford, NY 14534
585-218-9080

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Altin Tirana - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-878-3967

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Billy Faggiano - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3249

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Advisors Resource Group, Ltd.

1140 Franklin Avenue
Suite 208

Garden City, NY 11530
516-747-7771

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Nicholas Kelly - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
212-649-8054

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Rosica Wealth Management Group - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
631-454-3257

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Barbican Wealth Advisors

1 New King Street
Suite 201

West Harrison, NY 10604
914-422-0595

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Asterion Wealth Advisory Group

399 Knollwood Road
Suite 317

White Plains, NY 10603
914-461-4991

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Alpine Capital Group NY Inc.

555 Broadhollow Rd.
Suite 271

Melville, NY 11747
516-249-4922

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American Investment Planners LLC

500 N Broadway
Suite 260

Jericho, NY 11753
516-932-5130

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Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-0666

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Joseph A Gunther, CFP, AIF

19 Eaton Ave

Norwich, NY 13815
607-336-2434

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Pamela Praetorius - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3281

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Michael D'Onofrio - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
212-296-9294

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James Joseph - Morgan Stanley

6532 East Quaker St

Orchard Park, NY 14127
716-667-5009

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Kyle Medeiros - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-401-0521

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William Bagnato, CPM® - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0015

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Michael Stock - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5169

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Michael Samuelson - Ameriprise Financial Services, LLC

2900 Westchester Ave
Ste 300

Purchase, NY 10577
914-373-6831

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The Midlakes Group - Morgan Stanley

821 Preemption Road
Building 400

Geneva, NY 14456
315-789-2833

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Robert Rossi, CFP, CIMA - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3396

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Alexander John Wilson, CRPC - UBS Financial Services Inc.

400 Linden Oaks

Rochester, NY 14625
585-218-4583

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Gregory M. Rooney - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3216

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Molina Group - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
212-626-8662

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Empire Wealth Management - UBS Financial Services Inc.

One Broad Street Plaza
2nd Floor

Glens Falls, NY 12801
518-743-2047

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MDM Wealth Management - UBS Financial Services Inc.

1055 Franklin Avenue

Garden City, NY 11530
516-408-5894

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Ann Herrero - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 110

Pleasantville, NY 10570
914-769-2800

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Matthew L Langley - Ameriprise Financial Services, LLC

707 Broadway
Ste 1

Massapequa, NY 11758
516-799-1206

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Jeffrey E Wenzel - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
866-797-7590

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Kenneth White - UBS Financial Services Inc.

80 State Street
Suite 800, 8th Floor

Albany, NY 12207
518-447-3910

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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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Anthony P. Longobucco Associates

550 Mamaroneck Avenue
Suite 402

Harrison, NY 10528
914-698-0172

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Richard Reyle - UBS Financial Services Inc.

1251 Avenue of the Americas
2nd Floor

New York, NY 10020
212-626-8912

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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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Allan M Pelkonen - Ameriprise Financial Services, Inc.

445 Broadhollow Rd
Ste 317

Melville, NY 11747
631-396-1032

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Gary Winnick - Ameriprise Financial Services, LLC

358 Broadway
Ste 301

Saratoga Springs, NY 12866
518-581-8181

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Eastern Planning Inc.

25 Smith Street
Suite 304

Nanuet, NY 10954
845-627-8300

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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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Innovare Consulting Development Group, LLC

1257 East 39th Street

Brooklyn, NY 11210
888-770-3901

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Adam A. Roberts - Financial Advisor

7 Executive Drive

Clifton Park, NY 12065
518-302-1799

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Madison Financial Planning Group

525 Plum Street
Suite 101

Syracuse, NY 13204
315-870-3703

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John Hornung - Ameriprise Financial Services, LLC

17 Limestone Dr
Ste 7

Williamsville, NY 14221
716-204-1049

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James Merkley, CFP - UBS Financial Services Inc.

400 Linden Oaks

Rochester, NY 14625
585-218-4525

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Hawkes Wealth Management, Inc.

721 Chenango St.

Binghamton, NY 13901
607-773-8055

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Anthony John Cappiello - UBS Financial Services Inc.

8 Main Street

Southampton, NY 11968
631-287-5808

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Christine Govan - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3182

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The Berkoff Group - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-333-8866

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Jennifer George - Ameriprise Financial Services, LLC

1654 Columbia Tpke

Castleton, NY 12033
518-479-0522

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

1251 Avenue of the Americas
2nd Floor

New York, NY 10020
212-626-8500

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Christopher John Reilly - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
516-336-0717

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Jordan Wealth Management

3635 Genesee Street

Buffalo, NY 14225
716-565-1965

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Christopher Chung - Morgan Stanley

55 E 52nd
29 Fl

New York, NY 10055
212-883-7713

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Meridian Compensation Partners

275 Madison Ave
Fl 32

New York, NY 10016
646-827-7710

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Summit Point Group - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3226

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Allstate Personal Financial Representative: Michael Vivalo

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
845-260-2563

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Allstate Personal Financial Representative: Stephen Enigbokan

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
646-732-9389

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Andrew King - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-4363

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Wenton Camporin - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-8449

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Daniel R Liff - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8867

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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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Fixell-Langer Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6259

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Anthony N Maneri - Ameriprise Financial Services, LLC

100 Quentin Roosevelt Blvd
Ste 405

Garden City, NY 11530
516-629-9910

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David Hsu - Morgan Stanley

1290 Avenue Of The Americas
12th Floor

New York, NY 10104
212-705-4542

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Gavin & Dolliver Wealth Advisors - Ameriprise Financial Services, LLC

2900 Westchester Ave
Ste 300

Purchase, NY 10577
914-373-6800

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CFSC Checks Cashed 87th

167 E 87TH ST

New York, NY 10128
212-876-5040

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George Lenz - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
516-479-5831

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The Lobasso Lazzara Group - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-6385

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Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-248-2200

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Peter A Weiss - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-230-3590

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Matthew Langan - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-613-6724

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Team Mondial - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
212-649-8540

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Morgan Stanley

106 Business Park Dr

Utica, NY 13502
315-797-2000

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Sam McCormick - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-230-3592

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J. Bradley Rauch - Morgan Stanley

50 Fountain Plaza
Suite 800

Buffalo, NY 14202
716-849-2309

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Neil J Lerner - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6965

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Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-464-3300

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Morgan Stanley

130 East Seneca St
Suite 500

Ithaca, NY 14850
607-273-1190

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Davidson, Maneri & Associates - Ameriprise Financial Services, LLC

100 Quentin Roosevelt Blvd
Ste 405

Garden City, NY 11530
516-629-9910

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Mark Brellis - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

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Henry Matheis - Ameriprise Financial Services, LLC

1100 Goodman St S
Ste 105

Rochester, NY 14620
585-670-0133

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Morgan Stanley

50 Fountain Plaza
Suite 800

Buffalo, NY 14202
716-849-4800

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Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-586-5505

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Nannette P Nocon - Ameriprise Financial Services, LLC

2024 W Henrietta Rd
Ste 5K

Rochester, NY 14623
585-475-9430

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Maria G DeGennaro - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
631-418-8000

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Michael J McKeever - Ameriprise Financial Services, LLC

1855 Victory Blvd

Staten Island, NY 10314
718-370-2770

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Bryant Park Wealth Advisors - Ameriprise Financial Services, LLC

110 W 40th St
Ste 1903

New York, NY 10018
646-292-8005

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Craig R Clare - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
631-582-9770

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Morgan Stanley

1250 Pittsford Victor Rd
Ste 350, Bldg 200

Pittsford, NY 14534
585-383-9270

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Marcia F Namowitz - Ameriprise Financial Services, LLC

6900 Jericho Tpke
Ste 201

Syosset, NY 11791
516-730-1007

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Andrew Buscetto - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 330

Pleasantville, NY 10570
914-747-0810

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Daniel Hayes - Ameriprise Financial Services, LLC

90 Linden Oaks
Ste 230

Rochester, NY 14625
585-461-2280

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Brian C Vail - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
631-582-9770

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Perkins Wealth Advisors - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
516-861-3521

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Dimitri Drouillard - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
212-315-6272

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Isaiah Johnson - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-230-3716

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Joseph Candela - Ameriprise Financial Services, LLC

434 W 33rd St
# 810

New York, NY 10001
646-378-4620

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Natalia Ivanova - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
646-473-2194

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Allstate Personal Financial Representative: Michael Morriss

878 Veterans Hwy
Ste 400

Hauppauge, NY 11788
917-841-4896

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Ryan Hetzer - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0712

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Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6900

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Benton Christian - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2366

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Paul Azzaretto - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2984

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Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
516-336-0700

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The Priolo Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-230-3671

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Raymond Beyda - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2373

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Christian Lord - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
315-464-3326

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Susan M Berman - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0706

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Pablo Hermoso & Claudia Palombo - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6321

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Lisa Santo - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7707

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Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
518-583-5600

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Round-Square Group - Morgan Stanley

399 Park Ave 12th
14th Fl

New York, NY 10022
212-271-0501

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Thomas J Dunn - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2943

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The Reed Group - Morgan Stanley

55 East 52nd St, 28th Floor

New York, NY 10055
212-883-8182

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John Marchak - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-8548

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Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5100

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Jonathan Rynsky - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5726

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Corey Stein - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0857

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Damian Baird - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
716-631-4604

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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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Christopher Mc Ninch - Ameriprise Financial Services, LLC

130 Main St

Penn Yan, NY 14527
315-536-6800

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David Ferman - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-1201

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The Lewis Group - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-7721

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Erik Woodville Hoppin - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5126

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Jessica Roach - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
716-631-4629

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Vonzell Brown - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6277

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Passman Saperstein Group - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-4540

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Luigi Muccitelli - Ameriprise Financial Services, LLC

127 Woodside Ave
Ste 203

Briarcliff Manor, NY 10510
914-902-4400

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The Lexington Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2875

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Nancy J Mellegard - Morgan Stanley

821 Preemption Road
Building 400

Geneva, NY 14456
315-787-3017

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Robert M Moscovitz - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6235

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Helen M Truax - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2840

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Nicholas DeMartino - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
518-583-5607

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John Giacinto - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2854

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Roz M O'Connor - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-541-2708

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Michael Andriaccio - Ameriprise Financial Services, LLC

8340 Main St
Ste 1

Williamsville, NY 14221
716-250-6660

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Duboy, Santiago & Serra Advisors - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-307-2956

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Richard Spettell - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6938

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Joseph Anthony Morandi - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-613-6719

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The Fortress Group - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5781

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Richard B Thorn - Morgan Stanley

821 Preemption Road
Building 400

Geneva, NY 14456
315-787-3014

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Robert E Feighan - Ameriprise Financial Services, LLC

100 Summit Lake Dr
Ste 150

Valhalla, NY 10595
914-747-0200

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Craig Greenberg - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-0710

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The Okby Group - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
518-583-5601

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The Wachsman Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2971

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The Higbee Meier de Vries Group - Morgan Stanley

91 North Front Street

Kingston, NY 12401
845-334-7909

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The Pucciarelli Connellan Group at Morgan Stanley - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2800

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The OBK Group - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
212-315-6237

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Jairath Wealth Management - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
212-309-3030

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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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Mehmet Kirdar - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-6203

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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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Brian M Biegen - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6107

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NY Pine Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6300

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Carl Piacelli - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5124

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Ralph Laporta - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8869

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Christopher Copenhaver - Ameriprise Financial Services, LLC

2900 Westchester Ave
Ste 300

Purchase, NY 10577
646-378-4625

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Michael John Galanti - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7633

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Derek Sean Finnell - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-492-6924

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Roger E. Saleeby - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-8198

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Allstate Personal Financial Representative: Terrence Hill

700 Union Pkwy
Ste 5

Ronkonkoma, NY 11779
347-248-9157

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Daniel Ehrlich - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-271-0534

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The Newman Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6159

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Dominic Provenzano - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1647

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David Golden - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-705-4598

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Edmund Debler - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6461

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Jennifer D Hartmann - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6158

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Kevin E Neville - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5892

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Benjamin Steinberg - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8918

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Joel Kamor - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-307-3923

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Peter Knowles - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2376

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Brian Craig - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5148

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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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Carmen B Torruella - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6459

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Renee C Siegel - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
212-643-5886

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Andrea Czarniak - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6442

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Heather Rosenstein - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-9891

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Spencer J Cook - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2208

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Timothy Popko - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-5673

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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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Greg Griffin - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7539

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Ann G Neumann - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-1167

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David Knafo - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6393

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Silene Barnes - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-541-2700

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William Zimmerman - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2882

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Jeffrey Joseph Valente - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8892

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Gilbert H Levine - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-878-3921

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Gregory Lowell Chaskin - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-551-7213

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Catherine A Cole - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6423

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Joshua D Weisbrot - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5499

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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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Robert N Giordano - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-389-2278

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Christopher Mancini - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2810

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Adam Prescott Jacobs - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6246

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Abbas Baqueri - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-1180

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George Crowley - Ameriprise Financial Services, LLC

980 Old Country Rd

Plainview, NY 11803
631-293-2260

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John Kitevski - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5313

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Kimberley Hatchett - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-4629

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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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Russell Bancroft - Morgan Stanley

100 West Church St

Elmira, NY 14901
607-271-4046

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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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Alexander Mayer - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
212-883-8585

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Bruce M Tanis - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6251

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The George Group - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
516-683-3282

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Pascal Murphy - Ameriprise Financial Services, LLC

1 Crosfield Ave
Ste 300

West Nyack, NY 10994
845-348-1582

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The Garden City Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-2815

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Jake Rodriques - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-271-0647

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The Urban Markets Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-893-7563

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Josh Fredley - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5102

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The Quaintance Group - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
212-761-0700

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Steven Livingston - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 300

Rye Brook, NY 10573
914-269-6725

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The Malaney Group - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
716-631-4600

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Desmond Djekovic - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-468-4508

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DTLR

1000 Palisades Center Dr
Space #D307

West Nyack, NY 10994
845-358-6141

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The Burkan/Tobin Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-271-0636

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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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The Walker/Gaffney Group - Morgan Stanley

2678 South Rd

Poughkeepsie, NY 12601
845-485-2836

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The Molinaro Group - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3400

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Lee Neugebauer - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5334

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Peter Hankin - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3427

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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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Jonathan Schaechter - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-6447

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Paul S. Schroeder - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1641

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Michael Vega - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
631-424-2482

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John McCoy - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
212-893-7576

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Ashley Taco Joint

107 Columbia Heights, Apt 6J

New York City, NY 11201
972-400-2944

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Laura Saver - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
212-401-0531

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Philip Carter - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-468-4505

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Todd R Allen - Morgan Stanley

202 West State Street

Olean, NY 14760
716-375-8211

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The Legacy Alliance Group - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
877-290-3575

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Terence Byrne - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-492-6353

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Karolina Marija Orr - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055
212-903-7687

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Jeremy Rayburn - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
631-851-5330

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Edward Riepe - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-1639

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Glenn Graepel - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
516-227-5659

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James Sands - Morgan Stanley

6532 East Quaker Rd

Orchard Park, NY 14127
716-667-5003

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Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3400

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John F Bordages - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3490

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Robert Lewis Deer - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3491

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Donald F Eurillo - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3470

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Jeffrey Moyer - Morgan Stanley

50 Front Street

Binghamton, NY 13905
607-772-3462

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Tony Rinaldi - Morgan Stanley

91 North Front Street

Kingston, NY 12401
845-334-7919

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Timothy G Jennings - Morgan Stanley

250 S Clinton St
Ste 500

Syracuse, NY 13202
315-448-3311

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Richard D Farr - Morgan Stanley

130 East Seneca St
Suite 500

Ithaca, NY 14850
607-274-8523

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John C Vose - Morgan Stanley

65 Market Street

Potsdam, NY 13676
315-265-6300

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James C Theodore - Morgan Stanley

65 Market Street

Potsdam, NY 13676
315-265-6300

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William Blackmon - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
585-385-5133

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Reuben Birnbaum - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8903

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David Sgorbati - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-230-3551

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Malka Bernstein - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
516-336-0783

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Ramy Assaf - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
212-603-6209

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David L Cumming - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
518-581-2007

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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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Karim Madmoune - Morgan Stanley

106 Business Park Dr

Utica, NY 13502
315-792-1234

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R. Michael Walters - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6438

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The Hochstrasser/Zaro Group - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
212-643-5945

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Matthew DeCrosta - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
212-603-6253

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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 Bushman - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
518-386-2936

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W. Jonathan Palmer, Jr. - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-1129

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Goosehead Insurance - Rich Heumann

1129 Northern Boulevard
Suite 404

Manhasset, NY 11030
516-738-4425

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Morgan Stanley

65 Market Street

Potsdam, NY 13676
315-265-6300

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Meineke Car Care Center

269 N Bedford Rd

Mount Kisco, NY 10549
914-233-9020

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Isabelle Demarco - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
212-503-2314

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Morgan Stanley

91 North Front Street

Kingston, NY 12401
845-331-1900

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David J. Mash - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
212-503-2380

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Vik Parmar - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-551-7235

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Ira Kornblatt - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
914-225-5444

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John Giapoutzis - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
212-883-8580

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Cody Moore - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
518-583-5614

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Fazio / Schmitz / Sheehan Group - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
518-386-2901

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The Fruchtman Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
212-893-6582

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Mark T Greco - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
631-755-8817

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Banks Wealth Partners - Ameriprise Financial Services, LLC

440 Mamaroneck Ave
Ste 401

Harrison, NY 10528
914-698-8100

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The Jones Lewis Group - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
212-296-1021

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Greg Kline & Erik Larson - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
212-692-2800