Advisers in Chappaqua, NY

3 advisers in Chappaqua — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Financial Asset Management Corp26 South Greeley Ave · Chappaqua, NY 10514 · (914) 238-8900 · Financial planningCRD 106643 · % of assets, Hourly charges, Fixed fees · $436.2 million AUMSEC registeredNo commissions reported Samalin Wealth297 King Street · Chappaqua, NY 10514 · (914) 666-6600 · Financial planningCRD 142214 · % of assets, Hourly charges, Fixed fees · $490.5 million AUMSEC registeredNo commissions reported Wesfair Advisory Group, INC.480 Bedford Road · Chappaqua, NY 10514 · (914) 238-3734 · Financial planningCRD 295320 · % of assets, Hourly charges, Fixed fees · $30.3 million AUMSEC registeredNo commissions reported

Talking to advisers in Chappaqua? 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.