Fee-OnlyFinder

Advisers in Locust Valley, NY

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

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Bruderman Private Wealth113 Birch Hill Road · Locust Valley, NY 11560 · (516) 974-7596 · Financial planningCRD 323195 · % of assets, Hourly charges, Fixed fees · $78.5 million AUMSEC registeredNo commissions reportedBuckram Securities LTD168 Forest Avenue, Suite 202 · Locust Valley, NY 11560 · (516) 759-7400 · Flat / fixed feesCRD 126976 · % of assets, Fixed fees · $117.3 million AUMSEC registeredNo commissions reportedPlatform Technology Partners63 Forest Avenue · Locust Valley, NY 11560 · (212) 444-2362 · Hourly feesCRD 305602 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported
Talking to advisers in Locust Valley? 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.