Fee-OnlyFinder

Advisers in Smithtown, NY

4 advisers in Smithtown — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Arcadia Wealth Management10 Edgewood Avenue · Smithtown, NY 11787 · (631) 549-5400 · Financial planningCRD 165504 · % of assets, Hourly charges · $383.6 million AUMSEC registeredNo commissions reportedDraper Asset Management, LLC116 Terry Road, Floor 1 · Smithtown, NY 11787 · (631) 361-4925 · % of assets managedCRD 148136 · % of assets · $231.0 million AUMSEC registeredNo commissions reportedGladowsky Capital Management Corp18 Manor Road · Smithtown, NY 11787 · (631) 360-7200 · % of assets managedCRD 45287 · % of assets, Other · $197.8 million AUMSEC registeredNo commissions reportedMurphy & Mullick Capital Management Corp22 Lawrence Ave, Ste 307 · Smithtown, NY 11787 · (631) 257-0080 · Financial planningCRD 328629 · % of assets, Hourly charges, Fixed fees · $174.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Smithtown? 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.