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 Rockville Centre is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Rockville Centre & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Rockville Centre, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and non-vetted financial advisors in Rockville Centre, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Rockville Centre, New York have an average of 18 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 |
---|---|---|---|---|
MPC CAPITAL ADVISORS, LLC 53 N Park Avenue, Suite 204, Rockville Centre, NY, 11570 | 153586 | $13,190,621,082 | 33 | A Percentage of AUM, Fixed Fees |
THE PINNACLE FINANCIAL GROUP 9 South Long Beach Road, Rockville Centre, NY, 11570 | 164395 | $801,546,890 | 4701 | A Percentage of AUM, Fixed Fees, Other (FINANCIAL PLANNING) |
TR CAPITAL MANAGEMENT, LLC 100 Merrick Road, Suite 308e Rockville Centre, NY, 11570 | 164268 | $100,778,000 | 7 | A Percentage of AUM, Performance Based |
BAYRIDGE FINANCIAL GROUP, INC. 330 Sunrise Hwy #110, Rockville Centre, NY, 11570 | 296831 | $56,000,000 | 445 | A Percentage of AUM |
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