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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)
Paulo Guilherme De Souza

Paulo Guilherme De Souza

Paulo Guilherme De Sousa
IAR
RR
CRD#: 4310442
Location:
New York, NY 10019

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

Disclosures:
Experience:
25 years registered
Vincent Noah De Vita

Vincent Noah De Vita

Vincent Noah Devita
IAR
RR
CRD#: 4055454
Location:
New York, NY 10018

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
James Louis Giangrande

James Louis Giangrande

James Louis Giangrade
IAR
CRD#: 2160009
Location:
Purchase, NY 10577

Registered Affiliation(s):HIGHTOWER ALTIUM HOLDING, LLC

Disclosures:
Experience:
35 years registered
Douglas Paul Posluszny

Douglas Paul Posluszny

Douglas P Posluszay
IAR
RR
CRD#: 3014621
Location:
Paramus, NJ 07652

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
26 years registered
Michael L Cantor

Michael L Cantor

IAR
RR
CRD#: 4156584
Location:
Red Bank, NJ 07701

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
25 years registered
Jeffrey Adam Miller

Jeffrey Adam Miller

IAR
RR
CRD#: 4251936
Location:
Greenwich, CT 06830

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
26 years registered
William Thrush

William Thrush

IAR
RR
CRD#: 4429445
Location:
Westport, CT 06880

Registered Affiliation(s):ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

Disclosures:
Experience:
25 years registered
Michael Joseph Uvenio

Michael Joseph Uvenio

IAR
RR
CRD#: 4519489
Location:
Melville, NY 11747

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Michael Edward Szalkiewicz

Michael Edward Szalkiewicz

Michael Edward Szalkierwicz
IAR
RR
CRD#: 4544607
Location:
Saddle Brook, NJ 07663

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Christina Anne Mccaughey

Christina Anne Mccaughey

Christina Anne T Mccaughey
IAR
RR
CRD#: 3047575
Location:
New York, NY 10150

Registered Affiliation(s):PROSPERA FINANCIAL SERVICES, INC.

Disclosures:
Experience:
21 years registered
Louis M Bruno III

Louis M Bruno III

Louis M Bruno, Louis Michael Bruno Iii, Louis Michael Bruno
IAR
RR
CRD#: 3203251
Location:
Red Bank, NJ 07701

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
24 years registered
Nicholas Kavallieratos

Nicholas Kavallieratos

IAR
RR
CRD#: 4189180
Location:
New York, NY 10055

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
24 years registered
Brian Timothy Conlon

Brian Timothy Conlon

Brian Timothy Conlon, Brian T Conlon
IAR
RR
CRD#: 4426174
Location:
Hauppauge, NY 11788

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Ashley Lynn Lang

Ashley Lynn Lang

Ashley Lynn Ranaldo
IAR
RR
CRD#: 4215199
Location:
Hauppauge, NY 11788

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
James Arthur Warta

James Arthur Warta

IAR
RR
CRD#: 4516370
Location:
Paramus, NJ 07652

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
24 years registered
Seth Alyn Hillman

Seth Alyn Hillman

Seth Hillman
IAR
RR
CRD#: 4576462
Location:
Paramus, NJ 07652

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

Disclosures:
Experience:
24 years registered
Christine Frole

Christine Frole

Christine Catania, Chrntine Frole
IAR
RR
CRD#: 1206063
Location:
Montclair, NJ 07042

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
22 years registered
Llnon Hali Slossberg-north

Llnon Hali Slossberg-north

Llnon H Slossberg
IAR
RR
CRD#: 4538190
Location:
Montclair, NJ 07042

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Gregory Patrick Barbaro

Gregory Patrick Barbaro

IAR
RR
CRD#: 3131785
Location:
Red Bank, NJ 07701

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
25 years registered
Todd Andrew Stankiewicz

Todd Andrew Stankiewicz

IAR
RR
CRD#: 4936190
ChFC®: Chartered Financial Consultant
Location:
New York, NY 10036

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

Disclosures:
Experience:
21 years registered
Kenneth J. Shapiro

Kenneth J. Shapiro

Kenneth James Shapiro
IAR
RR
CRD#: 4560098
Location:
New York, NY 10171

Registered Affiliation(s):UBS FINANCIAL SERVICES INC.

Disclosures:
Experience:
24 years registered
Allan F. Fiore

Allan F. Fiore

Allan Joseph Fiore Mr, Allan Fiore
IAR
RR
CRD#: 4693083
Location:
New York, NY 10036

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

Disclosures:
Experience:
23 years registered
Christopher Kaihong Tong

Christopher Kaihong Tong

IAR
RR
CRD#: 4342889
Location:
Hauppauge, NY 11788

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
23 years registered
Gina A Carosella

Gina A Carosella

Gina Anne-Marie Carosella, Gina Ellis, Gina Palermo
IAR
RR
CRD#: 4522049
Location:
Paramus, NJ 07652

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

Disclosures:
Experience:
24 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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