Search advisors

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

30 advisers found

FINANCIAL PLANNING ANALYSTS, LLC

Melville, NY

AUM

$25.7M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM

631-423-8800

Full profileNo website

LI WEALTH MANAGEMENT INC

Melville, NY

AUM

$235K

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

516-444-3377

Full profileNo website

GMAG MANAGEMENT LP

Melville, NY

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

631-374-6353

Full profileNo website

MOE DOE LLC

Melville, NY

AUM

—

Team

1 advisors

Clients

—

Fees

REFERRAL FEES

516-280-2850

Full profileNo website

NEARY, FRANCIS M CPA

Melville, NY

AUM

—

Team

1 advisors

Clients

—

Fees

REFERRAL FEES FROM 3RD-PARTY SEC RIA

631-271-7788

Full profileNo website

STARTENGINE ADVISER LLC

Melville, NY

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

516-382-3479

Full profileNo website

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