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Top Financial Advisors in Garden City, New York

Finding the right financial advisor in Garden City is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Garden City, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Garden City, NY.


Find the Best Financial Advisor Firms in Garden City:

UNITED ASSET STRATEGIES INC.

CRD#: 107434

RIA

Address: 377 Oak Street Suite 403, Garden City, NY 11530

Clients: 1,112

Average Clients per Advisor: 74

AUM: $ 1.3B

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FLYNN ZITO CAPITAL MANAGEMENT, LLC

CRD#: 152689

RIA

Address: 585 Stewart Ave Suite 620, Garden City, NY 11530

Clients: 717

Average Clients per Advisor: 119

AUM: $ 470M

LA FERLA GROUP LLC

CRD#: 174993

RIA

Address: 1050 Franklin Avenue Suite 400, Garden City, NY 11530

Clients: 444

Average Clients per Advisor: 88

AUM: $ 276M

WILMINGTON CAPITAL SECURITIES, LLC

CRD#: 133839

BD
RIA

Address: 600 Old Country Road Suite 200, Garden City, NY 11530

Clients: 180

In Business for: 21 Years

Average Clients per Advisor: 36

AUM: $ 223M

Disclosures: 2

JRF ASSET ADVISORS, LLC.

CRD#: 126044

RIA

Address: 100 Quentin Roosevelt Blvd Suite 516, Garden City, NY 11530

Clients: 253

Average Clients per Advisor: 126

AUM: $ 187M

BRIXTON CAPITAL WEALTH ADVISORS, LLC

CRD#: 288810

RIA

Address: 1305 Franklin Ave Suite 300, Garden City, NY 11530

Clients: 393

Average Clients per Advisor: 78

AUM: $ 116M

How We Chose the Top Financial Advisors in Garden City, New York

To create this list of top financial advisor firms in Garden City, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Garden City has to offer.

Search Financial Advisors in Garden City, New York


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Stephen Anthony Stewart

IAR
RR
CRD#: 2698017
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Bellerose, NY 11426

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
25 years registered
Lawrence Michael Deluise

Lawrence Michael Deluise

IAR
RR
CRD#: 2829246
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Paramus, NJ 07652

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
29 years registered
Jak Cukaj

Jak Cukaj

IAR
RR
CRD#: 2292205
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Valhalla, NY 10595

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered
Gregory John Amerkanian

Gregory John Amerkanian

Gregory J Amerkanian
IAR
RR
CRD#: 2424736
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Fort Lee, NJ 07024

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
32 years registered
Christopher North Perry

Christopher North Perry

Chris Perry
IAR
RR
CRD#: 2949970
CFP®: Certified Financial Planner
Location:
Stamford, CT 06902

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
29 years registered
Makarios Markos Palios

Makarios Markos Palios

Makarios Palios, Mark Palios
IAR
RR
CRD#: 2321899
CFP®: Certified Financial Planner
Location:
Garden City, NY 11530

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
33 years registered
Will Byung Lee

Will Byung Lee

Will B Lee
IAR
RR
CRD#: 2368607
CFP®: Certified Financial Planner
Location:
Purchase, NY 10577

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
33 years registered
Bruce Scott Lubatkin

Bruce Scott Lubatkin

IAR
RR
CRD#: 2370746
CFP®: Certified Financial Planner
Location:
Cresskill, NJ 07626

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
33 years registered
Amy Harrison

Amy Harrison

Amy Harrison Donnelly, Amy Donnelly Harrison
IAR
RR
CRD#: 2373409
CFP®: Certified Financial Planner
Location:
Rochelle Park, NJ 07662

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
33 years registered
Steven Joseph Hipsley

Steven Joseph Hipsley

IAR
RR
CRD#: 2287371
CFP®: Certified Financial Planner
Location:
Holbrook, NY 11741

Registered Affiliation(s):AMERICAN PORTFOLIOS ADVISORS, INC

Disclosures:
Experience:
33 years registered
William Ignatius Russo

William Ignatius Russo

IAR
RR
CRD#: 2349883
CFP®: Certified Financial Planner
Location:
Holbrook, NY 11741

Registered Affiliation(s):AMERICAN PORTFOLIOS ADVISORS, INC

Disclosures:
Experience:
33 years registered
Demetrios Paraskevopoulos

Demetrios Paraskevopoulos

James Paraskevopoulos
IAR
RR
CRD#: 2702071
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Mineola, NY 11501

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Robert Vincent Grillo

Robert Vincent Grillo

Bob Grillo
IAR
RR
CRD#: 2740171
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Greenwich, CT 06830

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
30 years registered
Robert Alan Franchini

Robert Alan Franchini

Rob Franchini
IAR
RR
CRD#: 2785640
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Westport, CT 06880

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
30 years registered
Steven Araneo

Steven Araneo

IAR
RR
CRD#: 2525686
CFP®: Certified Financial Planner
Location:
Rockville Centre, NY 11570

Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.

Disclosures:
Experience:
32 years registered
Neil George Carousso

Neil George Carousso

IAR
RR
CRD#: 2523062
CFP®: Certified Financial Planner
Location:
Bayside, NY 11361

Registered Affiliation(s):NGC FINANCIAL, LLC

Disclosures:
Experience:
32 years registered
Melody Yolanda Rose Graham

Melody Yolanda Rose Graham

Melody Graham
IAR
RR
CRD#: 2459731
CFP®: Certified Financial Planner
Location:
Melville, NY 11747

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Joel Leslie Konigsberg

Joel Leslie Konigsberg

IAR
RR
CRD#: 2434311
CFP®: Certified Financial Planner
Location:
New York, NY 10036

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
32 years registered
Nicholas Matthew Carriello

Nicholas Matthew Carriello

Nicholas M Carriello
IAR
RR
CRD#: 2831619
CFP®: Certified Financial Planner
Location:
New York, NY 10019

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
29 years registered
Robert Jed Rosenberg

Robert Jed Rosenberg

Rob Rosenberg
IAR
RR
CRD#: 2534267
CFP®: Certified Financial Planner
Location:
Purchase, NY 10577

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
32 years registered
Angela Maria Celso-mc Gurk

Angela Maria Celso-mc Gurk

Angela Maria Celso, Angela Maria Celso-Mcgurk
IAR
RR
CRD#: 2546017
CFP®: Certified Financial Planner
Location:
White Plains, NY 10604-3427

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Joseph John Kennelly

Joseph John Kennelly

IAR
RR
CRD#: 2439679
CFP®: Certified Financial Planner
Location:
Paramus, NJ 07652

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
32 years registered
Whitney Wilson Merrill

Whitney Wilson Merrill

IAR
RR
CRD#: 2369794
CFP®: Certified Financial Planner
Location:
Holbrook, NY 11741

Registered Affiliation(s):AMERICAN PORTFOLIOS ADVISORS, INC

Disclosures:
Experience:
32 years registered
Christopher Zarra

Christopher Zarra

Chris Zarra
IAR
RR
CRD#: 2914892
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Westbury, NY 11590

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered

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AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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