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 Syosset is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Syosset & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Syosset, 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 Syosset, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Syosset, 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 |
---|---|---|---|---|
SPIRIT OF AMERICA MANAGEMENT CORP 477 Jericho Turnpike, Syosset, NY, 11791-9006 | 110023 | $576,255,405 | 44 | A Percentage of AUM |
COVE PRIVATE WEALTH, LLC 16 Evon Drive, Syosset, NY, 11791 | 316866 | $135,296,568 | 28 | A Percentage of AUM |
4THOUGHT FINANCIAL GROUP INC. 6851 Jericho Turnpike, Suite 120 Syosset, NY, 11791 | 162997 | $119,681,745 | 701 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees |
LEGACY EDGE ADVISORS 485 Underhill Blvd., Suite 100 Syosset, NY, 11791 | 328064 | $0 | 0 | A Percentage of AUM, Hourly charges, Fixed Fees |
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