Advisers in Massapequa, NY

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

All advisers

Adc Wealth Management, LLC30 D Broadway, Suite 200 · Massapequa, NY 11758 · (516) 308-7514 · Financial planningCRD 159083 · % of assets, Fixed fees · $206.1 million AUMSEC registeredNo commissions reported Port Capital Management684 Broadway · Massapequa, NY 11758 · (212) 597-2249 · % of assets managedCRD 330252 · % of assets · $29.8 million AUMSEC registeredNo commissions reported Private Client Asset Management, INC.4190 Sunrise Highway · Massapequa, NY 11758 · (516) 280-4622 · Financial planningCRD 147052 · % of assets, Hourly charges, Fixed fees · $181.2 million AUMSEC registeredNo commissions reported

Talking to advisers in Massapequa? 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.