Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

3 advisers found

Commack, NY

AUM

$57.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

(631) 366-1999

Commack, NY

AUM

—

Financial Planning

Team

1 employees

Clients

11-25

Fees

PORTION OF FEES PAID TO MORGAN STANLEY

631-486-6032

Commack, NY

AUM

—

Team

1 advisors

Clients

—

Fees

APPLICANT WILL RECEIVE SOLICITORS FEES FROM THIRD-PARTY ADVISER

631-499-4039