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Find The Best Financial Advisors in Staten Island, 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 Staten Island is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Staten Island & pick the one as per your needs

How To Find The Best Financial Advisors in Staten Island, New York

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Staten Island, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and non-vetted financial advisors in Staten Island, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Staten Island, New York have an average of 20 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 Staten Island, New York

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Hazel Secco

Align Financial Solutions LLC

201-655-6572

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Peter Levine

Ameriprise Financial Services, LLC

212-967-1428

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Walter Varian

Edelman Financial Engines, LLC

646-779-2102

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Ryan Woodring

Heritage Investment Partners, LLP / LPL Financial Advisor

973-635-9500

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Jennifer Keiling

Edelman Financial Engines, LLC

732-578-2343

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Peter Gellman

Palmerston Group Advisors, LLC

732-248-5777

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Frank Lepore

Bleakley Financial Group

973-244-4237

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Michael Klein

Bleakley Financial Group

973-575-4180

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Matt Cuiffo

Edelman Financial Engines, LLC

516-252-1387

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Christopher Badaracco

Rose Wealth Advisors

201-961-4887

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Jim Bernstein

QEX Asset Management

609-848-8408

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Rohi Batra

Edelman Financial Engines, LLC

856-452-6062

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
VCP FINANCIAL LLC
2535 Victory Boulevard,
Staten Island, NY, 10314
167901 $94,280,727 421 A Percentage of AUM, Hourly charges
CHELSEA ADVISORY SERVICES, INC
242 Main Street,
Staten Island, NY, 10307
150791 $89,453,437 463 A Percentage of AUM, Hourly charges, Fixed Fees
THE HAJDARI GROUP, LLC
1491 Richmond Road,
Staten Island, NY, 10304
289331 $78,560,603 478 A Percentage of AUM, Hourly charges, Fixed Fees
PUREVEST
1110 South Ave, Suite 85
Staten Island, NY, 10314
318332 $27,650,000 126 A Percentage of AUM, Hourly charges, Fixed Fees

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