Top Wealth Management Advisors in Greater New York City Area
Daniel CFA
Senior Vice President
Greater New York City Area
Senior Vice President
Board of Directors/ Executive Committee
Senior Financial Consultant Global Private Client Group
Wealth Management Advisor
Analyst
Wealth Management Advisor
Chief Executive Officer
Bowdoin College
Cincinnati Country Day School
Columbus Academy
Recommendations: 15
Investments
Retirement
Financial Planning
Securities
Insurance
Group Benefit Plans
Life Insurance
Disability Insurance
d****[email protected]
John Hardiman MBA, CRPS, CSNA
Vice President -Wealth Management Advisor
Greater New York City Area
Vice President -Wealth Management Advisor
Vice President - Financial Advisor
Assistant Vice President - Financial Consultant
VP - Institutional Municipal Bond Trader
Yale Business Scool
St. John's University
St. John's University
Villanova University
Chaminade Prepatory High School
Oakwood
Recommendations: 9
Series 7
Series 63
Wealth Management
Retirement Planning
Alternative Investments
Asset Allocation
Mutual Funds
401k
j****[email protected]
Sheldon Boyarsky, CRPC (R), CFP (R)
Vice President, Wealth Management Advisor
Greater New York City Area
Vice President, Wealth Management Advisor
VP Financial Advisor
Director of Purchasing
Investment Systems Analyst, Cash Management Manager, Supervising Procurement Specialist
Comptroler Mutual Funds and Compliance Manager
Accountant Auditor
SPEC 5
LIU Brooklyn
Recommendations: 8
CERTIFIED FINANCIAL PLANNER TM
CHARTERED RETIREMENT PLANNING CONSULTANT TM
Institutional Clients
Retirement Planning
Estate Planning
Wealth Management
Retail
Financial Planning
s****[email protected]
Michael Schwartz, CFP®, AEP®
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
CFA Institute
The American College
Fairfield University
Recommendations: 5
m****[email protected]
Mihoko Ward, CPA, CISA
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Global Wealth Management, Advisor & Portfolio Manager
Business Analysis & Audit
System & Process Assurance
Recommendations: 4
m****[email protected]
Gil Rubio, CFP®, CRPC®
Financial Advisor
Greater New York City Area
Financial Advisor
Wealth Management Advisor/Special Needs Advisor
Financial Advisor
President
VicePresident
VicePresident
VicePresident
Programer
Villanova University
DePaul University
San Agustin
Recommendations: 2
Certified Financial Planner
CFP
CRPC
Wealth Management
Portfolio Management
Estate Planning
Financial Planning
Emerging Markets
g****[email protected]
Christopher Traycheff
Associate Wealth Management Advisor
Greater New York City Area
Associate Wealth Management Advisor
Lead Officer
Sales Professional Fine Jewelry
Vice President Institutional Equity Division
Manhattan College
New York University
Recommendations: 1
Microsoft Office
Training
Customer Service
Security
Management
Negotiation
Counterterrorism
Microsoft Word
c****[email protected]
Peter Ross
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Columbia University
Columbia University
Recommendations: 0
p*****@columbia.edu
Michael Mennella, CFP, CLU, ChFC, CLTC
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Stony Brook University
The American College
Recommendations: 0
Finance
Investments
Financial Services
Financial Planning
Insurance
Wealth Management
Portfolio Management
Financial Advisory
m****[email protected]
Benjamin Mark Griffith
Principal / Portfolio Manager
Greater New York City Area
Principal / Portfolio Manager
Equity Partner, Portfolio Manager
Senior Natural Gas Trader - Head of Natural Gas Desk
Senior Gold Trader
Grains Trader
Wealth Management Advisor
E-4 Specialist BATTERY A, 2-123D FIELD ARTILLERY
Illinois State University
Illinois State University
Recommendations: 0
Proprietary Trading
Market Making
Hedging
Options
Arbitrage
Commodity Markets
Trading
Fundamental Analysis
s****[email protected]
David Stetch
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Individual Consultant
Queens College
Recommendations: 0
Customer Relations
Relationship Management
Wealth Management
Customer Service
Strategic Financial...
Management
Financial Services
Insurance
d****[email protected]
Regina Suki Moran
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Board Member & Trustee
Vice President
NA
Vice President - Wealth Management & Treasury & Security Management
N/A
Recommendations: 0
s****[email protected]
Wayne Sammartino
Vice President , Wealth Management Advisor
Greater New York City Area
Vice President , Wealth Management Advisor
Brown University
Recommendations: 0
w****[email protected]
w****[email protected]
Anthony Shropshire
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Financial Advisor
Financial Advisor
Lending Specialist
Tufts University
Winchester High
Recommendations: 0
Wealth Management
Investments
Real Estate Lending
Hedging
Finance
Financial Services
Asset Management
Alternative Investments
a****[email protected]
Howard Duvall
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
University of Colorado
Universitaet Regensburg
Recommendations: 0
Boating
Skiing
h*****@aol.com
Wesley Oler IV, CFA
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Relationship Manager
Senior Vice President, Private Client Wealth Management
Senior Manager & Department Head, Equity Trading Dept.
Manager & Assistant Department Head, International Banking & Investment Services Dept.
Deputy Manager, Institutional Investment Sales
New York University - Leonard N. Stern School of Business
Yale University
Recommendations: 0
w****[email protected]
Zachary Auster
Associate Wealth Management Advisor
Greater New York City Area
Associate Wealth Management Advisor
Shared Services Intern
Advertising Sales Intern
Syracuse University
Syracuse University - Martin J. Whitman School of Management
Recommendations: 0
Wealth Management
Financial Planners
Retirement
Life Insurance
Retirement Planning
Estate Planning
Disability Insurance
Long-term Care
z****[email protected]
z****[email protected]
Michael Mellody
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Rutgers
Recommendations: 0
m****[email protected]
Joseph Guarneri
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Saint John's University
Recommendations: 0
j****[email protected]
Michael Reisman
Wealth Management Equity Markets Technician
Greater New York City Area
Wealth Management Equity Markets Technician
Wealth Management Advisory Intern
Research Assistant
The University of Chicago
Herricks High School
Recommendations: 0
Customer Service
Finance
Wealth Management
Portfolio Management
Equity Research
Fixed Income Analysis
International Market...
Microsoft Office
m****[email protected]
m****[email protected]
Andrew T. Silverman
Wealth Advisor | Senior Vice President | Sports & Entertainment Portfolio Manager at Morgan Stanley|
Greater New York City Area
Wealth Advisor | Senior Vice President | Sports & Entertainment Portfolio Manager at Morgan Stanley|
Wealth Management Advisor
Penn State University
Recommendations: 0
a****[email protected]
Aaron Bernthal
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
McGill University
Recommendations: 0
Finance
Asset Allocation
Investments
Retirement Planning
Creative Direction
Alternative Investments
Wealth Management
Mutual Funds
b****[email protected]
Zubair Khan, CFA
Vice President, Private Client Advisor
Greater New York City Area
Vice President, Private Client Advisor
Wealth Management Advisor
Vice President
Vice President
Banker
Banker
Marketing/Communications Associate
University of Phoenix
University of Hartford
University of Connecticut
Recommendations: 0
z****[email protected]
Arthur Blick
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
The George Washington University
Recommendations: 0
a****[email protected]
David Burns, CFA
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Advisory Board
Treasurer, Board of Trustees
Graduate Coach
Financial Advisor
Senior Buy-Side Business Consultant
Senior Financial Services Consultant
Portfolio Manager
Head Trader / Principal
Siena College
Recommendations: 0
Philanthropy
Leadership Development
Public Speaking
Non-profits
d****[email protected]
James (Jim) Hiles
Partner
Greater New York City Area
Partner
Partner
Senior Wealth Advisor
Wealth Management Advisor
National Sales Manager, Senior Vice President
Bucknell University
The American College
Shady Side Academy
Recommendations: 0
Wealth Management
Retirement Planning
Portfolio Management
Investment Advisory
Estate Planning
Asset Allocation
Investments
Alternative Investments
j****[email protected]
Pamela Kiernan
Vice President, Wealth Management Advisor
Greater New York City Area
Vice President, Wealth Management Advisor
Founder
Associate Vice President, Financial Advisor
Purchase College, NY
Recommendations: 0
Asset Managment
Strategic Financial Planning
Retirement Planning
Mutual Funds
Finance
Financial Planners
Equities
Asset Allocation
k****[email protected]
Todd Toro
Wealth Management Advisor I Individual Advisory Services
Greater New York City Area
Wealth Management Advisor I Individual Advisory Services
Vice President - Financial Solutions Advisor
Investment Consultant
Financial Advisor
Financial Advisor
Intern
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 0
Investments
Portfolio Management
Wealth Management
Strategic Financial Planning
Finance
Asset Allocation
Strategy
Financial Services
t****[email protected]
Joseph Di Vico, CFA
Senior Wealth Management Advisor
Greater New York City Area
Senior Wealth Management Advisor
Financial Advisor
Relationship Manager
University of Maryland College Park
Recommendations: 0
Managing High Net Worth Relationships
Client Portfolio Creation and Management
Portfolio Analysis
Estate Planning
Generational Wealth Planning
Retirement Planning
Financial Planning
Fee-Based Accounts
j****[email protected]
Ken Secemski
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Fairleigh Dickinson University
Recommendations: 0
k****[email protected]
Peter Sanoulis
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
City University of New York
Recommendations: 0
p****[email protected]
Archibald Walker
Wealth Management Advisor, Vice President
Greater New York City Area
Wealth Management Advisor, Vice President
Hofstra University
Recommendations: 0
a****[email protected]
Wyatt Brown
Director, Global Category Head - IT and Professional Services
Greater New York City Area
Director, Global Category Head - IT and Professional Services
Global Sourcing Head - IT Offshoring
Category Manager - IT Professional Services Sourcing
Category Manager
Wealth Management Advisor
Rutgers Law School
Rutgers University - Newark
Recommendations: 0
Strategic Sourcing
Vendor Management
Strategy
Procurement
Sourcing
Global Sourcing
Cross-functional Team Leadership
Outsourcing
w*****@yahoo.com
Louis Cannataro ChFC, REBC, AEP, CASL, CLU, CLTC
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
American College
College of Mount Saint Vincent
Manhattan College
Recommendations: 0
l****[email protected]
Amy Kelly
Product Manager
Greater New York City Area
Product Manager
Owner
Senior Vice President
Regional Vice President
Wealth Management Advisor
VP
Sr. Regional VP
Georgia State University
Bremen High School
Recommendations: 0
Series 63
Personal Finance
Private Placements
Wealth Management
Mutual Funds
Retirement Planning
Income Protection
Fixed Annuities
k****[email protected]
Barry Gladstein
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Associate
Associate
University of Wisconsin-Madison
Recommendations: 0
Financial Planning
Equity Research
Market Analysis
Equities
Fixed Income
Alternative Investments
Mutual Funds
Separately Managed Accounts
b****[email protected]
Lyle Weintraub
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Financial Representative
Rutgers University-New Brunswick
Recommendations: 0
Big-picture Thinking
Trusted Advisor
Holistic Financial...
Financial Services
Strategy
Wealth Management
Insurance
Equities
l****[email protected]
l****[email protected]
Michael C. Marino
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Saint John's University
State University of New York at New Paltz
Recommendations: 0
m****[email protected]
Lauren Ellberger
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Vice President
The Cooper Union for the Advancement of Science and Art
Recommendations: 0
Equities
Portfolio Management
Asset Management
Analysis
Investment Management
Business Analysis
Wealth Management
Fixed Income
l****[email protected]
Daniel Backman
Investment Sales Specialist
Greater New York City Area
Investment Sales Specialist
Investment Consultant
Wealth Management Advisor
Regional Sales Consultant
Senior Compliance Consultant
University of New Haven
Recommendations: 0
Retirement Planning
Retirement
Fixed Annuities
Mutual Funds
Investments
Strategic Financial Planning
Series 7
IRAs
d****[email protected]
d****[email protected]
Steven Vitoratos
Investment Consultant
Greater New York City Area
Investment Consultant
Wealth Management Advisor
Wealth Managment Advisor
Wealth Management Advisor
Licensed Personal Banker
State University of New York College at Old Westbury
Recommendations: 0
Wealth Management
Series 7
Series 66
NYS Life and Health Insurance License
Political Economy
Client Presentation
Client Aquisition
Advising Clients
s****[email protected]
Michael Cear
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Finanical Representative
Benjamin Cardozo Highschool
University of Maryland College Park
Recommendations: 0
m****[email protected]
Jean Wiegner
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Woodrow Wilson
Recommendations: 0
j****[email protected]
Roberto Casale, CFP®, CRPC®
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Wealth Management
Account Executive, Investments Representative, Financial Representative
Retail Management Development Program
Data Analyst Intern
Rutgers, The State University of New Jersey-New Brunswick
Fairleigh Dickinson University
Recommendations: 0
c****[email protected]
Nick A. Llerena, CFP®
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Binghamton University
Forest Hills High School
The American College
Recommendations: 0
Recruiting
Time Management
Sales
Leadership
Customer Service
Building Relationships
Decision Making
n****[email protected]
Carole Foxley
Wealth Management Advisor, Vice President
Greater New York City Area
Wealth Management Advisor, Vice President
University of California at Davis
Recommendations: 0
c****[email protected]
Stephen Schwartz, CFP®, AEP®
Partner | Wealth Management Advisor
Greater New York City Area
Partner | Wealth Management Advisor
The American College
American College
Quinnipiac University
Recommendations: 0
s****[email protected]
Keith Conboy
Vice President- Wealth Management Advisor
Greater New York City Area
Vice President- Wealth Management Advisor
Adelphi University
WT Tresper Clarke High School
Recommendations: 0
Equities
Series 7
Investments
Alternative Investments
Portfolio Management
Mutual Funds
Hedge Funds
Asset Management
c****[email protected]
L. Cliff Griffin, CIMA, CDFA
Senior Vice President - Wealth Management,Wealth Advisor, Portfolio Manager PMP
Greater New York City Area
Senior Vice President - Wealth Management,Wealth Advisor, Portfolio Manager PMP
Vice President - Wealth Management Advisor
Vice President
Southern University and Agricultural and Mechanical College at Baton Rouge
Recommendations: 0
Wealth Management
Portfolio Management
Strategic Planning
Investments
Management
Public Speaking
Leadership
Finance
c****[email protected]
c****[email protected]
Maya Reda, CFA
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
VP at HSBC
Financial Advisor
Financial Advisor
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)
Recommendations: 0
m****[email protected]
Marc CFP®
Stockbroker
Greater New York City Area
Stockbroker
Agency Investment and Annuity Specialist
Relationship Manager, Vice President
Financial Advisor, Managed Accounts Consulting Associate
Wealth Management Advisor
Wealth Management Advisor
Personal Financial Advisor
Baruch College
College for Financial Planning
Seton Hall University
Recommendations: 0
m****[email protected]
m****[email protected]
Jessica Y Wong
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Financial Advisor, Financial Planning Specialist
Partner
University of Pennsylvania
Marlborough High School
Recommendations: 0
Investments
Wealth Management
Finance
Financial Planning
Risk Management
Financial Services
Retirement Planning
College Education...
j****[email protected]
John Kovacs
Managing Director, Wealth Advisor
Greater New York City Area
Managing Director, Wealth Advisor
Wealth Management Advisor, Senior Vice President - Wealth Management
Loyola University Maryland
Recommendations: 0
j****[email protected]
Steven Flanders
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Financial Advisor - Park Avenue Securities
EVP, Business Development, Marketing & Strategy
Chief Operating Officer
President & CEO
President & CEO
Vice President - Business Development
Director - Sales & Business Development
Executive Development Program
Boston University
Boston University School of Law
Queen's University
Recommendations: 0
f****[email protected]
Jason Feldman
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Wealth Management Advisor
Duke University
Recommendations: 0
Investments
Portfolio Management
Securities
Strategic Financial Planning
Mutual Funds
Retirement
Strategy
Finance
j****[email protected]
Eric Lalime
Wealth Management Advisor, First Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, First Vice President-Wealth Management
University of Rhode Island
Recommendations: 0
Wealth Management
Investment Management
e****[email protected]
John Kozakis, CFP
Managing Director/Wealth Management Advisor
Greater New York City Area
Managing Director/Wealth Management Advisor
President
Senior Vice President
President, Brokerage Operations
Executive Vice President & Chief Marketing Officer
University of Pennsylvania
Clarkstown High School South
Recommendations: 0
Investments
Wealth Management
Program Management
Insurance
Management
Securities
Series 7
Marketing
Marc S. Pico, CFP®
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Agency Investment and Annuity Specialist
Relationship Manager, Vice President
Personal Financial Advisor
Financial Advisor, Managed Accounts Consulting Associate
Stockbroker
College for Financial Planning
Seton Hall University
Ranney Prep School
holmdel
Recommendations: 0
Certified Financial Planner
Wealth Management
Retirement Planning
Asset Management
Asset Allocation
Portfolio Management
Estate Planning
Risk Management
m****[email protected]
Larry Celniker
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Executive Benefits Marketing Consultant
Wealth Management Advisor
University of Richmond
Recommendations: 0
Retirement
Life Insurance
Strategic Financial Planning
Wealth Management
Finance
Portfolio Management
Estate Planning
Financial Analysis
l****[email protected]
Raymond Kubick, CFP®
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Recommendations: 0
Strategy
Analysis
r****[email protected]
Will CFP®
Summer Intern
Greater New York City Area
Summer Intern
Winter/ Spring Associate
Investment Banking Summer Associate
Brand Ambassador
Intern for Congressman John Lewis
MBA Candidate
Intern for Senator Tim Scott
Vice President
Wealth Management Advisor
Co-Founder
New York University
Trinity College-Hartford
University of New South Wales
Recommendations: 0
w****[email protected]
Michael Mrotzek, CFP®*, CRPC®*
Financial Advisor / Vice President
Greater New York City Area
Financial Advisor / Vice President
Wealth Management Advisor / Vice President
Financial Advisor / Senior Vice President
Financial Advisor / Vice President
Montclair State University
Hackensack High School
Recommendations: 0
m****[email protected]
Marc Seidenberg
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Fordham University Law School
Columbia College
Tenafly High School
Recommendations: 0
m****[email protected]
Ravit Kaye
Wealth Management Advisor, Vice President
Greater New York City Area
Wealth Management Advisor, Vice President
Baruch College
Israeli Defense Forces
Recommendations: 0
r****[email protected]
James Tomlin
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
St Bonaventure University
Chaminade HS
Recommendations: 0
j****[email protected]
Cono Spinelli
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
ST. THOMAS AQUINAS
Bergen Catholic
Recommendations: 0
c****[email protected]
Jeff Seidel
Coach
Greater New York City Area
Coach
Wealth Management Advisor
College of Charleston
Wall High School
Recommendations: 0
Economics
Macroeconomics
Financial Analysis
Retirement Planning
Insurance
Wealth Management
Life & Health Insurance...
Business Strategy
j****[email protected]
Suzanne Katz
Wealth Management Advisor, Vice President
Greater New York City Area
Wealth Management Advisor, Vice President
Columbia Business School
Columbia School of International and Public Affairs
Barnard College
The Jewish Theological Seminary of America
Recommendations: 0
s****[email protected]
s****[email protected]
Stephen Gurman, CLU
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Boston University
Recommendations: 0
s****[email protected]
Eileen Hawe
Owner
Greater New York City Area
Owner
Financial Advocate, Investment Mentor, Money Coach
Wealth Management Advisor
Wealth Management Adviser
Financial Education and Guidance
Hunter College, CUNY
Mercy College, Dobbs Ferry, NY
St. Barnabas HS
St. Barnabas HS
St. Barnabas HS
Recommendations: 0
Wealth Management
Retirement Planning
Retirement
Investment Education & Guidance
401k/403b Education & Support
Financial Advocate
Divorce Financial Guidance
401k
Nicholas Photiadis
Wealth Management Advisor, CRPC
Greater New York City Area
Wealth Management Advisor, CRPC
Adjunct Professor in Economics and Finance
International Wealth Management Advisor, CFM, CRPC, CSNA
President
NATO Liaison Officer, Captain
Officer, Liuetenant
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
Air Training Command, Lowry AFB, Colorado
Stevens Institute of Technology
Cliffside Park HS
Recommendations: 0
Securities
Retirement Planning
Risk Management
Investments
Financial Advisory
Investment Strategies
Investment Management
Asset Protection
n*****@verizon.net
Chris Maniaci
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
State University of New York at Cortland
Recommendations: 0
c****[email protected]
Frank Cirasola, CFBS
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Pace University
Recommendations: 0
Retirement Planning
Strategic Financial Planning
Retirement
Investments
Wealth Management
Estate Planning
Fixed Annuities
Investment Advisory
f****[email protected]
Dennis Mojares
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
CEO/Chief Investment Officer
Sr. Vice President - Investments
Financial Advisor
Financial Advisor
Christian Brothers Academy
Recommendations: 0
Alternative Investments
Asset Allocation
Equities
Financial Services
Investment Advisory
Investment Strategies
Investments
d****[email protected]
Philip Peters
Financial Advisor, Portfolio Manager
Greater New York City Area
Financial Advisor, Portfolio Manager
Wealth Management Advisor
Associate/Trader
Gettysburg College
Recommendations: 0
p****[email protected]
Steven Tennant CFP
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Siena College
Schalmont
State University of New York College of Agriculture and Technology at Cobleskill
Recommendations: 0
Wealth Management
Portfolio Management
Investments
Business Planning
Financial Advisory
Securities
Management
Series 7
s****[email protected]
Joseph Berkery
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Mount Saint Mary College
Recommendations: 0
j****[email protected]
John Curti
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Saint John's University
Recommendations: 0
j****[email protected]
James Herbert Hunt,IV CIMC,CLTC,CFS
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Wealth Management Advisor
Wealth Management Advisor
Howard University
Howard University
Recommendations: 0
j****[email protected]
Peter Zagrobelny
Regional Personal Wealth Management Advisor
Greater New York City Area
Regional Personal Wealth Management Advisor
Financial Advisor
Financial Solutions Advisor
Financial Advisor
VP - Affluent Investment Advisor
Financial Consultant
President
Lead Instructor/Director of Trading Boot Camps
Manager - Cash Operations
Senior Consultant
Fordham Gabelli School of Business
Trinity College-Hartford
Sleepy Hollow HS
Recommendations: 0
Retirement Planning
Mutual Funds
Series 7
Asset Allocation
Investment Advisory
Wealth Management
Portfolio Management
Banking
p****[email protected]
John Gadonniex, CFP®
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Manhattan College
Mount Saint Mary's College
University of Central Florida
Recommendations: 0
j****[email protected]
Richard Fitzsimmons
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater New York City Area
Wealth Management Advisor, Senior Vice President-Wealth Management
Villanova University
Recommendations: 0
r****[email protected]
