Fee-OnlyFinder

Advisers in Valley Stream, NY

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

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Anglia Advisors70 East Sunrise Hwy, Suite 500 · Valley Stream, NY 11581 · (646) 286-0290 · Financial planningCRD 282832 · % of assets, Hourly charges, Fixed fees · $39.0 million AUMState registeredNo commissions reportedComplete Advisors181 S. Franklin Ave., Suite 303 · Valley Stream, NY 11581 · (516) 240-6161 · Financial planningCRD 307127 · % of assets, Fixed fees · $84.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Valley Stream? 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.