Advisers in Melville, NY
20 advisers in Melville — 20 registered with SEC or state. Alphabetical. We do not rate or rank advisers.
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Aps Wealth Management, LLCSEC registeredNo commissions reportedBiggin, INC.State registeredNo commissions reportedClear Point Advisors, INC.SEC registeredNo commissions reportedCompass AdvisorsSEC registeredNo commissions reportedCoordinated Planning Group, INC.State registeredNo commissions reportedExcelsiorState registeredNo commissions reportedExcomp Asset Management LTDSEC registeredNo commissions reportedFinancial Planning Analysts, LLCState registeredNo commissions reportedFour Corners FinancialSEC registeredNo commissions reportedFrisch Financial Group, INC.SEC registeredNo commissions reported
Heller Wealth ManagementSEC registeredNo commissions reportedJ.j. Burns & CompanySEC registeredNo commissions reportedLandmark Wealth Management, LLCSEC registeredNo commissions reportedLantern Wealth Advisors, LLCSEC registeredNo commissions reportedLi Wealth Management INCState registeredNo commissions reportedMountain Creek Capital, LLCState registeredNo commissions reportedPelkonen and Associates LLCSEC registeredNo commissions reportedProspect Financial Services LLCSEC registeredNo commissions reportedThe Wealth Alliance, LLCSEC registeredNo commissions reportedYields for You, LLCState registeredNo commissions reported
Talking to advisers in Melville? 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.