Fee-OnlyFinder

Advisers in Rockville Centre, NY

2 advisers in Rockville Centre — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Bayridge Financial Group, INC.330 Sunrise Hwy #110 · Rockville Centre, NY 11570 · (718) 833-4901 · % of assets managedCRD 296831 · % of assets · $94.2 million AUMSEC registeredNo commissions reportedThe Pinnacle Financial Group9 South Long Beach Road · Rockville Centre, NY 11570 · (516) 763-9700 · Financial planningCRD 164395 · % of assets, Fixed fees, Other · $1.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in Rockville Centre? 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.