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Advisers in Briarcliff Manor, NY

2 advisers in Briarcliff Manor — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Strategic Wealth Management LLC555 Pleasantville Rd, S109 · Briarcliff Manor, NY 10510 · (646) 220-3327 · % of assets managedCRD 140745 · % of assets · $16.5 million AUMState registeredNo commissions reportedUnified Retirement Planning Group59 Sunset Drive, Unit 101a · Briarcliff Manor, NY 10510 · (914) 432-5800 · Financial planningCRD 341550 · % of assets, Hourly charges, Fixed fees · $197.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Briarcliff Manor? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.