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Financial Advisors in Smithtown, NY

How to choose a financial advisor in Smithtown

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Lea Muller

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Smithtown, NY

ProfileNo contact yet

Lydia Diclemente

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Smithtown, NY

ProfileNo contact yet

Carmelo Vazquez

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Smithtown, NY

ProfileNo contact yet

Nolan Slattery

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Smithtown, NY

ProfileNo contact yet

Sam Kaplan

Financial Advisor

Kestra Advisory Services, Llc

Smithtown, NY

ProfileNo contact yet

Zach Roth

Financial Advisor

J.P. Morgan Securities Llc

Smithtown, NY

ProfileNo contact yet

Dylan Simms

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Smithtown, NY

ProfileNo contact yet

Lori Bjorndahl

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Smithtown, NY

ProfileNo contact yet

Antonio Fusco

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Smithtown, NY

ProfileNo contact yet
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