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Senior portfolio advisor in New York

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5 2
#1

Edward Jones - Financial Advisor: Baishi Wang, CFP®|CFA®

● Open
160 N State Rd #102, Briarcliff Manor, NY 10510, United States
914-488-0360
edwardjones.com

Edward Jones - Financial Advisor: Baishi Wang, CFP®|CFA® is a reputable financial institution located at 160 North State Road in Briarcliff Manor, New York, United States.

Photo of Edward Jones - Financial Advisor: Baishi Wang, CFP®|CFA® - 160 North State Road, Briarcliff Manor, NY 10510
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5 1
#2

Edward Jones - Financial Advisor: Kathryn M Colvin

● Closed
305 E Fairmount Ave Suite G, Lakewood, NY 14750, United States
716-763-0406
edwardjones.com

Edward Jones - Financial Advisor: Kathryn M Colvin is a reputable finance institution located at 305 East Fairmount Avenue in Lakewood, New York, United States.

Photo of Edward Jones - Financial Advisor: Kathryn M Colvin - 305 East Fairmount Avenue, Lakewood, NY 14750
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5 1
#3

Morgan Stanley Financial Advisors

● Open
Park Ave Plaza, 55 E 52nd St 28th Floor, New York, NY 10055, United States
212-883-7700
advisor.morganstanley.com

Morgan Stanley Financial Advisors is a prestigious finance institution located at 55 East 52nd Street in New York, New York, United States.

Financial Service
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5 1
#4

1879 Advisors - Ameriprise Financial Services, LLC

● Open
25 S Main St Suite 3-2, Goshen, NY 10924, United States
845-368-2900
ameripriseadvisors.com

1879 Advisors - Ameriprise Financial Services, LLC is a finance institution located at 25 South Main Street in Goshen, New York, United States.

Photo of 1879 Advisors - Ameriprise Financial Services, LLC - 25 South Main Street, Goshen, NY 10924
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5 2
#5

Edward Jones - Financial Advisor: Christopher Feliz

● Open
19 Main St, Irvington, NY 10533, United States
914-591-7800
edwardjones.com

Edward Jones - Financial Advisor: Christopher Feliz is a reputable finance institution located at 19 Main Street in Irvington, New York, United States.

Photo of Edward Jones - Financial Advisor: Christopher Feliz - 19 Main Street, Irvington, NY 10533
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5 5
#6

First Command Financial Advisor - Jay Ringenbach

● Closed
215 Washington St # 214, Watertown, NY 13601, United States
315-681-6422
advisor.firstcommand.com

First Command Financial Advisor - Jay Ringenbach is a finance institution located at 215 Washington Street, Watertown, New York, United States.

Financial Service
Details
5 2
#7

Edward Jones - Financial Advisor: Scott E Stefanco

● Closed
4709 Crossroads Park Dr Suite 107, Liverpool, NY 13088, United States
315-913-3933
edwardjones.com

Edward Jones - Financial Advisor: Scott E Stefanco is a trusted financial institution located at 4709 Crossroads Park Drive in New York, United States.

Photo of Edward Jones - Financial Advisor: Scott E Stefanco - 4709 Crossroads Park Drive, Liverpool, NY 13088
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5 1
#8

Edward Jones - Financial Advisor: David P Jones, CFP®|AAMS™

● Closed
6700 Kirkville Rd # 201, East Syracuse, NY 13057, United States
315-432-0603
edwardjones.com

Edward Jones - Financial Advisor: David P Jones, CFP®|AAMS™ is a reputable finance institution located at 6700 Kirkville Road in East Syracuse, New York.

Photo of Edward Jones - Financial Advisor: David P Jones, CFP®|AAMS™ - 6700 Kirkville Road, East Syracuse, NY 13057
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4 4
#9

Edward Jones - Financial Advisor: Reisa Adato, AAMS™

● Open
1571 Ulster Ave Suite 2, Lake Katrine, NY 12449, United States
845-331-6293
edwardjones.com

Edward Jones - Financial Advisor: Reisa Adato, AAMS™ is a trusted finance institution located at 1571 Ulster Avenue in Lake Katrine, New York, United States.

Photo of Edward Jones - Financial Advisor: Reisa Adato, AAMS™ - 1571 Ulster Avenue, Lake Katrine, NY 12449
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5 42
#10

Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors

● Closed
900 South Ave 4th Floor, Suite 69, Staten Island, NY 10314, United States
718-370-2500
surmanekwealthmanagement.com

Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors is a reputable finance institution located at 900 South Avenue in New York, United States.

Photo of Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - 900 South Avenue, Staten Island, NY 10314 Photo of Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - 900 South Avenue, Staten Island, NY 10314 Photo of Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - 900 South Avenue, Staten Island, NY 10314
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#11

Edward Jones - Financial Advisor: Bill Hammond, AAMS™

● Closed
1961 US-6 Ste U1, Carmel Hamlet, NY 10512, United States
845-225-5410
edwardjones.com

Edward Jones - Financial Advisor: Bill Hammond, AAMS™ is a finance institution located at 1961 U.S. 6 in Carmel Hamlet, New York, United States.

Photo of Edward Jones - Financial Advisor: Bill Hammond, AAMS™ - 1961 U.S. 6, Carmel Hamlet, NY 10512
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#12

Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna

● Open
542 N Country Rd Suite A, St James, NY 11780, United States
631-862-2020
edwardjones.com

Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna is a trusted financial institution located at 542 North Country Road in Saint James, New York.

Photo of Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna - 542 North Country Road, Saint James, NY 11780
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#13

Edward Jones - Financial Advisor: Jerry Pittz

● Closed
316 Delaware Ave Suite 13, Delmar, NY 12054, United States
518-475-7642
edwardjones.com

Edward Jones - Financial Advisor: Jerry Pittz is a reputable financial institution located at 316 Delaware Avenue in Delmar, New York.

Photo of Edward Jones - Financial Advisor: Jerry Pittz - 316 Delaware Avenue, Delmar, NY 12054
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#14

Edward Jones - Financial Advisor: Kevin J Pittz, CFP®|AAMS™

● Closed
1721 Central Ave, Albany, NY 12205, United States
518-869-9088
edwardjones.com

Edward Jones - Financial Advisor: Kevin J Pittz, CFP®|AAMS™ is a reputable financial institution located at 1721 Central Avenue in Albany, New York.

Photo of Edward Jones - Financial Advisor: Kevin J Pittz, CFP®|AAMS™ - 1721 Central Avenue, Albany, NY 12205 Photo of Edward Jones - Financial Advisor: Kevin J Pittz, CFP®|AAMS™ - 1721 Central Avenue, Albany, NY 12205
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#15

Edward Jones - Financial Advisor: Claudia L Cedrone

● Open
85 Quaker St, Granville, NY 12832, United States
518-642-6356
edwardjones.com

Edward Jones - Financial Advisor: Claudia L Cedrone is a reputable financial institution located at 85 Quaker Street in Granville, New York.

Photo of Edward Jones - Financial Advisor: Claudia L Cedrone - 85 Quaker Street, Granville, NY 12832
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#16

Edward Jones - Financial Advisor: Joseph E Kelly, AAMS™

● Closed
52 Saratoga Ave, South Glens Falls, NY 12803, United States
518-745-0313
edwardjones.com

Edward Jones - Financial Advisor: Joseph E Kelly, AAMS™ is a trusted financial institution located at 52 Saratoga Avenue in South Glens Falls, New York, United States.

Photo of Edward Jones - Financial Advisor: Joseph E Kelly, AAMS™ - 52 Saratoga Avenue, South Glens Falls, NY 12803
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#17

Edward Jones - Financial Advisor: Dave Mazzini, AAMS™

● Closed
609 E Main St Suite 2, Endicott, NY 13760, United States
607-785-0161
edwardjones.com

Edward Jones - Financial Advisor: Dave Mazzini, AAMS™ is a reputable financial institution located at 609 East Main Street in Endicott, New York.

Photo of Edward Jones - Financial Advisor: Dave Mazzini, AAMS™ - 609 East Main Street, Endicott, NY 13760 Photo of Edward Jones - Financial Advisor: Dave Mazzini, AAMS™ - 609 East Main Street, Endicott, NY 13760
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#18

Edward Jones - Financial Advisor: Tammy Washalski, AAMS™

● Closed
13 James P Kelly Way Suite B, Middletown, NY 10940, United States
845-692-4164
edwardjones.com

Edward Jones - Financial Advisor: Tammy Washalski, AAMS™ is a reputable financial institution located at 13 James P Kelly Way in Middletown, New York, United States.

Photo of Edward Jones - Financial Advisor: Tammy Washalski, AAMS™ - 13 James P Kelly Way, Middletown, NY 10940
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#19

Iron Birch Advisors - Ameriprise Financial Services, LLC

● Open
767 3rd Ave Fl 38th, New York, NY 10017, United States
212-759-2000
ameripriseadvisors.com

Iron Birch Advisors - Ameriprise Financial Services, LLC, located at 767 3rd Avenue in New York, is a finance institution dedicated to meeting the diverse needs of its clients.

Photo of Iron Birch Advisors - Ameriprise Financial Services, LLC - 767 3rd Avenue, Manhattan, New York 10017
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#20

Edward Jones - Financial Advisor: Bob Priore

● Closed
55 Quaker Ave, Cornwall, NY 12518, United States
845-534-0181
edwardjones.com

Edward Jones - Financial Advisor: Bob Priore is a finance institution located at 55 Quaker Avenue in Cornwall, New York.

Photo of Edward Jones - Financial Advisor: Bob Priore - 55 Quaker Avenue, Cornwall, NY 12518
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#21

Chelsea Highline Financial Advisors - Ameriprise Financial Services, LLC

● Closed
455 W 23rd St # 1F, New York, NY 10011, United States
212-620-3122
ameripriseadvisors.com

Chelsea Highline Financial Advisors - Ameriprise Financial Services, LLC, located at 455 West 23rd Street in New York, offers personalized financial planning services to help clients reach their retirement goals and achieve financial success.

Photo of Chelsea Highline Financial Advisors - Ameriprise Financial Services, LLC - 455 West 23rd Street, Manhattan, New York 10011 Photo of Chelsea Highline Financial Advisors - Ameriprise Financial Services, LLC - 455 West 23rd Street, Manhattan, New York 10011 Photo of Chelsea Highline Financial Advisors - Ameriprise Financial Services, LLC - 455 West 23rd Street, Manhattan, New York 10011
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#22

David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
23 Wallkill Ave, Wallkill, NY 12589, United States
845-454-3021
ameripriseadvisors.com

David Mazzetti - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 23 Wallkill Avenue in Wallkill, New York, offers personalized financial planning services to clients in the United States.

Photo of David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC - 23 Wallkill Avenue, Wallkill, NY 12589 Photo of David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC - 23 Wallkill Avenue, Wallkill, NY 12589
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#23

Antonio Coppola - Morgan Stanley Financial Advisor

● Open
2678 South Rd, Poughkeepsie, NY 12601, United States
845-485-2834
advisor.morganstanley.com

Antonio Coppola - Morgan Stanley Financial Advisor is a reputable financial institution located at 2678 South Road in Poughkeepsie, New York.

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#24

Edward Jones - Financial Advisor: Peter Bertone

● Open
9 Salina St, Baldwinsville, NY 13027, United States
315-635-0327
edwardjones.com

Edward Jones - Financial Advisor: Peter Bertone is a trusted financial institution located at 9 Salina Street in Baldwinsville, New York.

Photo of Edward Jones - Financial Advisor: Peter Bertone - 9 Salina Street, Baldwinsville, NY 13027
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#25

Michael Roorda - TIAA Wealth Management Advisor

● Closed
35 Celebration Dr Floor 1, Rochester, NY 14620, United States
877-209-3144
locations.tiaa.org

Michael Roorda - TIAA Wealth Management Advisor is a finance institution located at 35 Celebration Drive in Rochester, New York, United States.

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#26

Vito Mannino - Morgan Stanley Financial Advisor

● Open
1200 Franklin Ave 2nd Fl, Garden City, NY 11530, United States
516-227-5639
advisor.morganstanley.com

Vito Mannino - Morgan Stanley Financial Advisor is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States.

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#27

Edward Jones - Financial Advisor: Eric P Bencivenga

● Closed
400 W Main St Suite 105, Babylon, NY 11702, United States
631-367-3124
edwardjones.com

Edward Jones - Financial Advisor: Eric P Bencivenga is a trusted finance institution located at 400 West Main Street in Babylon, New York, United States.

Photo of Edward Jones - Financial Advisor: Eric P Bencivenga - 400 West Main Street, Babylon, NY 11702
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#28

Robert Campbell - TIAA Wealth Management Advisor

● Closed
58 S Service Rd Suite 305, Melville, NY 11747, United States
866-842-2053
locations.tiaa.org

Robert Campbell - TIAA Wealth Management Advisor is a reputable finance institution located at 58 South Service Road in Melville, New York.

Photo of Robert Campbell - TIAA Wealth Management Advisor - 58 South Service Road, Melville, NY 11747
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#29

Paul Anderson - TIAA Wealth Management Advisor

● Closed
58 S Service Rd Suite 305, Melville, NY 11747, United States
516-454-4050
locations.tiaa.org

Paul Anderson - TIAA Wealth Management Advisor is a leading finance institution located at 58 South Service Road in Melville, New York, United States.

Photo of Paul Anderson - TIAA Wealth Management Advisor - 58 South Service Road, Melville, NY 11747
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#30

Mark Calaci - TIAA Wealth Management Advisor

● Open
58 S Service Rd Suite 305, Melville, NY 11747, United States
866-842-2053
locations.tiaa.org

Mark Calaci is a dedicated Wealth Management Advisor at TIAA, located at 58 South Service Road in Melville, New York.

Financial Service
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