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Advisers in Uniondale, NY

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

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Henley & Company Wealth Management LLC506 Rxr Plaza · Uniondale, NY 11556 · (516) 794-5520 · Financial planningCRD 144884 · % of assets · $93.9 million AUMSEC registeredNo commissions reportedHighrock Capital Management INC.405 Rxr Plaza, #A183 · Uniondale, NY 11556 · (516) 861-9818 · Financial planningCRD 340720 · % of assets, Subscription fees, Fixed feesState registeredNo commissions reported
Talking to advisers in Uniondale? 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.