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Find The Best Financial Advisors in Hauppauge, New York

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Hauppauge is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Hauppauge & pick the one as per your needs

How To Find The Best Financial Advisors in Hauppauge, New York

Last Updated - 21-May-2023

If you’re looking for qualified financial advisors in Hauppauge, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 66 non-vetted financial advisors in Hauppauge, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Hauppauge, New York have an average of 22 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Hauppauge, New York

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John Patsy

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788

631-350-7024

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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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Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212-796-8729

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U.S. Capital Wealth Advisors, LLC

U.S. Capital Wealth Advisors, LLC

150 East 52nd Street Suite 5001

New York, NY 10022

512-342-0202

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Peter D. D'Agati

Stembrook Asset Management

405 Lexington Avenue
26th Floor

New York, NY 10174

201-484-0063

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Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007

720-744-2145

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

Top Financial Advisor Firms in New York (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
CCG INVESTMENTS
1373 Veterans Highway, Suite 10 Hauppauge, NY 11788
111581 $1,255,500,000 852 A percentage of AUM, Hourly charges
LEBENTHAL GLOBAL ADVISORS, LLC
200 Parkway Drive South, Suite 200 Hauppauge, NY 11788
283303 $709,351,083 2783 A percentage of AUM, Fixed fees
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
200 Parkway Drive South, Suite 200 Hauppauge, NY 11788
167243 $627,227,705 2582 A percentage of AUM, Fixed fees
UNITED FINANCIAL PLANNING GROUP LLC
350 Motor Parkway, Suite 300 Hauppauge, NY 11788-2981
149843 $177,037,876 523 A percentage of AUM, Hourly charges, Fixed fees
PARTNERS CAPITAL SERVICES, INC.
205 Oser Ave, Hauppauge, NY 11788
127621 $153,537,179 300 A percentage of AUM
CONRAD CAPITAL MANAGEMENT, INC.
1300 Veterans Memorial Hwy, Suite 230 Hauppauge, NY 11788
113648 $83,127,595 703 A percentage of AUM, Hourly charges, Performance Based
BENJAMIN SECURITIES, INC.
750 Veterans Memorial Highway, Suite 210 Hauppauge, NY 11788
7754 $43,179,747 78 A percentage of AUM, Performance Based
MADISON GLOBAL ADVISORS LLC
350 Motor Parkway, Suite 205 Hauppauge, NY 11788
288894 $43,000,000 136 A percentage of AUM, Other (INTEREST SHARING ON CREDIT BALANCES)

Additional Financial Advisors in New York

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Anthony S Lesica
Inquire with Anthony
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 631-249-6269
Alan P. Todd
Inquire with Alan
888 Veterans Memorial Hwy, Ste 300 Hauppauge, NY 11788 631-851-5309
Ashley Lang
Inquire with Ashley
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 631-770-0335
Brian G Jacobs
Inquire with Brian
2150 Joshuas Path, Ste 200 Hauppauge, NY 11788 631-858-0288
Aaron David Schenkman
Inquire with Aaron
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 631-249-6269
Cathy Wear
Inquire with Cathy
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 631-770-0335
Jason Bailey
Inquire with Jason
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 877-262-9553
Charles Justino
Inquire with Charles
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 631-343-3200
Bryan R Szczurowski
Inquire with Bryan
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 631-770-0335
Maria G DeGennaro
Inquire with Maria
800 Veterans Memorial Hwy, Ste 100 Hauppauge, NY 11788 631-418-8000

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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