Advisers in Sag Harbor, NY

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

All advisers

Big Rock Advisors LLC35 Main Street · Sag Harbor, NY 11963 · (631) 725-0300 · Financial planningCRD 330067 · % of assets, Hourly charges, Fixed fees · $27.8 million AUMSEC registeredNo commissions reported Ravello Partners LLC31 Stony Hill Road · Sag Harbor, NY 11963 · (917) 331-7706 · % of assets managedCRD 164718 · % of assets · $7.6 million AUMState registeredNo commissions reported Saybrook Capital Corp7 Spring Street, 2nd Floor · Sag Harbor, NY 11963 · (631) 725-5518 · % of assets managedCRD 107679 · % of assets · $502.7 million AUMSEC registeredNo commissions reported

Talking to advisers in Sag Harbor? 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.