Advisers in Harrison, NY

6 advisers in Harrison — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Flat / fixed fees (4)

All advisers

Bespoke Investment Group, LLC105 Calvert St., Suite 100 · Harrison, NY 10528 · (914) 315-1248 · Flat / fixed feesCRD 144080 · % of assets, Subscription fees · $101.3 million AUMSEC registeredNo commissions reported Greenlife Advisors, LLC500 Mamaroneck Avenue, Suite 320 · Harrison, NY 10528 · (914) 315-4755 · Financial planningCRD 296885 · % of assets, Hourly charges, Fixed fees · $19.8 million AUMState registeredNo commissions reported Lightedway Advisory Services, INC.83 Calvert St · Harrison, NY 10528 · (914) 747-4717 · % of assets managedCRD 312712 · % of assets · $115.0 million AUMSEC registeredNo commissions reported Next Level Private LLC500 Mamaroneck Avenue, Suite 501 · Harrison, NY 10528 · (914) 431-5255 · Financial planningCRD 313247 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported Sykon Capital LLC500 Mamaroneck Ave, Suite 435 · Harrison, NY 10528 · (914) 898-3694 · Financial planningCRD 326728 · % of assets, Hourly charges, Subscription fees · $350.1 million AUMSEC registeredNo commissions reported Welch Capital Partners LLC500 Mamaroneck Avenue, Suite 320 · Harrison, NY 10528 · (212) 754-6077 · % of assets managedCRD 106721 · % of assets, Performance-based fees · $506.2 million AUMSEC registeredNo commissions reported

Talking to advisers in Harrison? 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.