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 Latham is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Latham & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Latham, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 31 non-vetted financial advisors in Latham, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Latham, New York have an average of 14 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
DIRECT ADVISORS, LLC 14 Plaza Drive, Suite 102 Latham, NY, 12110 | 141515 | $617,682,436 | 60 | A percentage of AUM, Fixed fees, Other (BASE FEE OR MINIMUM FEE) |
GRANEY& KING, LLC 623 New Loudon Road, Latham, NY, 12110 | 126461 | $361,087,277 | 944 | A percentage of AUM, Hourly charges, Fixed fees |
MARATHON MISSION 930 Albany Shaker Road, Ste 104 Latham, NY, 12110 | 288654 | $106,635,049 | 447 | A percentage of AUM, Hourly charges |
BROWN FINANCIAL MANAGEMENT GROUP, LLC 950 New Loudon Road, Suite 105 Latham, NY, 12110 | 282501 | $51,504,799 | 103 | A percentage of AUM, Hourly charges, Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
---|---|---|
Morgan Stanley Financial Advisors Inquire with Morgan | 1212 Troy Schenectady Road, Latham, NY 12110 | 518-386-2900 |
David Jon Mikula Inquire with David | 1212 Troy Schenectady Road, Latham, NY 12110 | 518-386-2957 |
Thomas J. Dwyer and T.J. Dwyer Jr. Inquire with Thomas | 1212 Troy Schenectady Road, Latham, NY 12110 | 518-386-2900 |
Thomas Dwyer Inquire with Thomas | 1212 Troy Schenectady Road, Latham, NY 12110 | 518-386-2906 |
Stephanie H Belles Inquire with Stephanie | 1212 Troy Schenectady Road, Latham, NY 12110 | 518-386-2927 |
John V Rawson III Inquire with John | 1212 Troy Schenectady Road, Latham, NY 12110 | 518-386-2959 |
Fazio / Schmitz / Sheehan Group Inquire with Fazio | 1212 Troy Schenectady Road, Latham, NY 12110 | 518-386-2901 |
James K Meisner Inquire with James | 1212 Troy Schenectady Road, Latham, NY 12110 | 518-386-2908 |
Jeffrey M Hollander Inquire with Jeffrey | 1212 Troy Schenectady Road, Latham, NY 12110 | 518-386-2922 |
Mary Irish Inquire with Mary | 1212 Troy Schenectady Road, Latham, NY 12110 | 518-386-2912 |
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