Fee-OnlyFinder

Advisers in Brightwaters, NY

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

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Colucci Wealth Management LLC145 Orinoco Dr., #1 · Brightwaters, NY 11718 · (212) 763-4840 · Financial planningCRD 338046 · % of assets · $80.8 million AUMSEC registeredNo commissions reportedSheehan Financial Advisors, LLC165 Orinoco Drive · Brightwaters, NY 11718 · (631) 665-7040 · Financial planningCRD 126560 · Hourly charges, Fixed fees, OtherState registeredNo commissions reported
Talking to advisers in Brightwaters? 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.