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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


Name or CRD#
Location:
Firm name (optional)
PC

Philip Gerard Ciantro

RR
CRD#: 2350685
Location:
New York, NY 10169

Registered Affiliation(s):ELARA SECURITIES, INC.

Disclosures:
Experience:
23 years registered
Michael Paul Butensky

Michael Paul Butensky

IAR
RR
CRD#: 1854573
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Port Jefferson Station, NY 11776

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

Disclosures:
Experience:
38 years registered
KL

Keith K Leong

Keith N Leong, Keith Leong, Newton Keith Leong
IAR
RR
CRD#: 1747786
Location:
New York, NY 10022

Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Disclosures:
Experience:
37 years registered
SC

Scott James Charlton

IAR
RR
CRD#: 1946906
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
37 years registered
SO

Stephen Chris Otto

IAR
RR
CRD#: 2188558
CIMA®: Certified Investment Management Analyst
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
34 years registered
AN

Alec Harry Neilly

IAR
RR
CRD#: 2217918
CIMA®: Certified Investment Management Analyst
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
34 years registered
GD

Garrett Richard D'alessandro

Garrett R Dalessandro, Garrett Richard Dalessandro
IAR
RR
CRD#: 1910929
AIF®: Accredited Investment FiduciaryCPWA®: Certified Private Wealth Advisor
Location:
New York, NY 10022

Registered Affiliation(s):CITY NATIONAL ROCHDALE

Disclosures:
Experience:
36 years registered
RR

Richard Anthony Recker

IAR
RR
CRD#: 1793115
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
36 years registered
MB

Michael Bappert

Mike Bappert
IAR
RR
CRD#: 1891811
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
36 years registered
Scott Joseph Menta

Scott Joseph Menta

Scott Anthony Menta
IAR
RR
CRD#: 1750856
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Elmsford, NY 10523

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
36 years registered
SK

Scott Douglas Kavanagh

IAR
RR
CRD#: 2305527
CIMA®: Certified Investment Management Analyst
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
33 years registered
MK

Michael Wayne Koenig

IAR
RR
CRD#: 2315851
AIF®: Accredited Investment Fiduciary
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
33 years registered
Edward Peter Yetsko

Edward Peter Yetsko

IAR
RR
CRD#: 1782335
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Holbrook, NY 11741

Registered Affiliation(s):AMERICAN PORTFOLIOS ADVISORS, INC

Disclosures:
Experience:
38 years registered
Jeffrey Charles Lewis

Jeffrey Charles Lewis

IAR
RR
CRD#: 2141917
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Melville, NY 11747

Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC

Disclosures:
Experience:
35 years registered
ES

Edward Lee Smith

IAR
RR
CRD#: 2132399
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
35 years registered
SG

Scott Arthur Gundersen

IAR
RR
CRD#: 2136622
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
35 years registered
ML

Michael Henry Liss

IAR
RR
CRD#: 2158278
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
35 years registered
RM

Robert Gerard Munley

Bob Munley, Robert G. Munley
IAR
RR
CRD#: 2131200
Location:
New York, NY 10005

Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Disclosures:
Experience:
35 years registered
MC

Marc X Connolly

Marc Xavier Connolly
IAR
RR
CRD#: 2488059
CIMA®: Certified Investment Management Analyst
Location:
New York, NY 10005

Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Disclosures:
Experience:
32 years registered
RK

Robert Andrew Krupa

Robert A Krupa
RR
CRD#: 2479510
Location:
New York, NY 10022

Registered Affiliation(s):CANTOR FITZGERALD & CO.

Disclosures:
Experience:
29 years registered
JS

John Adolphus Staley

IAR
RR
CRD#: 2013835
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
34 years registered
EB

Edwin James Brooks

Edwin James Brooks
IAR
RR
CRD#: 2200188
Location:
Pittsburgh, PA 15222

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
34 years registered
EZ

Erik Jakob Zettelmayer

IAR
RR
CRD#: 2410429
Location:
Pittsburgh, PA 15222-3779

Registered Affiliation(s):FEDERATED INVESTMENT COUNSELING

Disclosures:
Experience:
32 years registered
CC

Charles Joseph Carr

Charles Joseph Carr Jr, Charles Carr
IAR
RR
CRD#: 2554401
CFA: Chartered Financial Analyst
Location:
Garden City, NY 11530

Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Disclosures:
Experience:
31 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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