Fee-OnlyFinder

Advisers in Syosset, NY

5 advisers in Syosset — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)

All advisers

4thought Financial Group INC.6851 Jericho Turnpike, Suite 120 · Syosset, NY 11791 · (516) 300-1617 · Financial planningCRD 162997 · % of assets, Hourly charges, Subscription fees · $214.3 million AUMSEC registeredNo commissions reportedCdt Capital Wealth Advisory LLC35 Donna Lane · Syosset, NY 11791 · (516) 509-3675 · Financial planningCRD 340966 · % of assets · $1.9 million AUMState registeredNo commissions reportedLegacy Edge Advisors485 Underhill Blvd., Suite 100 · Syosset, NY 11791 · (516) 447-4200 · Financial planningCRD 328064 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedOld Bridge Wealth, INC333 Jackson Avenue, Suite #5 · Syosset, NY 11791 · (347) 723-8943 · % of assets managedCRD 332180 · % of assets · $150.6 million AUMSEC registeredNo commissions reportedSpirit of America Management Corp477 Jericho Turnpike · Syosset, NY 11791 · (516) 921-4200 · % of assets managedCRD 110023 · % of assets · $540.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Syosset? 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.