Advisers in Wappingers Falls, NY

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

All advisers

Grimaldi Portfolio Solutions, INC1207 Route 9, Suite 10 · Wappingers Falls, NY 12590 · (845) 297-3500 · % of assets managedCRD 106199 · % of assets · $133.0 million AUMSEC registeredNo commissions reported Quint Investments and Insurance210 New Hackensack Road · Wappingers Falls, NY 12590 · (845) 345-3628 · Financial planningCRD 168463 · % of assets, Hourly charges, Fixed fees · $110.4 million AUMSEC registeredNo commissions reported Sage Investment Advisers LLC1829 South Road · Wappingers Falls, NY 12590 · (845) 240-1551 · Financial planningCRD 304559 · % of assets, Hourly charges · $268.4 million AUMSEC registeredNo commissions reported

Talking to advisers in Wappingers Falls? 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.