24 financial advisors & firms and 11 insurance agents verified near Sag Harbor, NY — every one cited to the regulator, claimable and removable by the person named.
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RIA firm · Sag Harbor, NY 11963 · Registered investment adviser · $503M AUM
CRD 107679 · verify at the regulator
RIA firm · Sag Harbor, NY 11963 · Registered investment adviser · $8M AUM
CRD 164718 · verify at the regulator
RIA firm · Sag Harbor, NY 11963 · Registered investment adviser · $21M AUM
CRD 330067 · verify at the regulator
Advisor · Edward Jones · Bridgehampton, NY 11932 · Retirement & investment planning, 2385 Montauk Hwy Bridgehampton
RIA firm · Sagaponack, NY 11962 · Registered investment adviser · $10M AUM
CRD 309767 · verify at the regulator
RIA firm · East Hampton, NY 11937 · Registered investment adviser · $7M AUM
CRD 157426 · verify at the regulator
RIA firm · Southold, NY 11971 · Registered investment adviser · $38M AUM
CRD 291834 · verify at the regulator
Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management on the East End (57 Hampton Rd)
Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management for Hamptons clients
Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management for Hamptons families
Advisor · Merrill (Bank of America) · Southampton, NY 11968 · Wealth management for East End HNW clients
Advisor · UBS · Southampton, NY 11968 · Personalized financial planning on the East End
Advisor · UBS · Southampton, NY 11968 · East End individuals & business owners
Advisor · UBS · Southampton, NY 11968 · Wealth management, 8 Main Street Southampton
Advisor · Wells Fargo · Southampton, NY 11968 · Wealth management, 67 Hampton Rd Southampton
RIA firm · Aquebogue, NY 11931 · Registered investment adviser · $52M AUM
CRD 111736 · verify at the regulator
RIA firm · Riverhead, NY 11901 · Registered investment adviser · $689M AUM
CRD 110584 · verify at the regulator
RIA firm · Riverhead, NY 11901 · Registered investment adviser · $262M AUM
CRD 288248 · verify at the regulator
RIA firm · Riverhead, NY 11901 · Registered investment adviser · $65M AUM
CRD 310121 · verify at the regulator
RIA firm · Westhampton, NY 11977 · Registered investment adviser · $7M AUM
CRD 337942 · verify at the regulator
RIA firm · Ivoryton, CT 06442 · Registered investment adviser · $42M AUM
CRD 164076 · verify at the regulator
RIA firm · Essex, CT 06426 · Registered investment adviser · $119M AUM
CRD 121371 · verify at the regulator
RIA firm · Essex, CT 06426 · Registered investment adviser · $416M AUM
CRD 126681 · verify at the regulator
RIA firm · Essex, CT 06426 · Registered investment adviser · $4.2B AUM
CRD 127549 · verify at the regulator
Insurance · Bridgehampton, NY 11932 · High-value Hamptons homes, secondary residences, bundled auto & umbrella
Insurance · Allstate · Wainscott, NY · Auto & home; serves Sagaponack, East Hampton, Sag Harbor, Southampton, Montauk
Insurance · East Hampton, NY 11937 · Hamptons private client: high-value home, flood, fine art
Insurance · East Hampton, NY 11937 · Home & flood insurance for the Hamptons and East End
Insurance · Southampton, NY · Homeowners, condo/co-op, flood, umbrella, watercraft for Southampton, Bridgehampton, East Hampton, Montauk
Insurance · Southampton, NY 11968 · Personal & commercial insurance for the East End of Long Island
Insurance · Southampton, NY 11968 · Brokerage office serving Hamptons personal risk and commercial clients
Insurance · State Farm · Southampton, NY 11968 · Home & auto across the Hamptons incl. East Hampton, Bridgehampton, Water Mill
Insurance · State Farm · Hampton Bays, NY · Auto, home & life insurance on the South Fork
Insurance · Allstate · Hampton Bays, NY · Auto & home insurance; serving Long Island's East End since 2003
Insurance · State Farm · Westhampton Beach, NY · Home & auto; services East Hampton, Southampton, Hampton Bays, Quogue
Verified advisors and insurance agents in the places closest to Sag Harbor, NY.
Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.