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Find Financial Advisor Firms in Jericho, NY

American Investment Planners LLC
Amore Ambro, LLC
Ars Capital Advisors, Inc
Berman, Sosman & Rosenzweig Cpas Pllc
Countervew Capital Management LLC
First Long Island Investors, LLC
Gold Coast Wealth Management, LLC
Opal Wealth Advisors, LLC
Sassicaia Capital Advisers LLC
Shelter Rock Management, LLC
Wealth Solutions, LLC
Weinstat Wealth Management, Inc

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SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party registered investment advisers and/or investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset does not review the ongoing performance of any RIA/IAR, participate in the management of any user’s account by an RIA/IAR or provide advice regarding specific investments We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

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