Directory · consent-first

Near 12065. Clifton Park.

24 financial advisors & firms and 0 insurance agents verified near Clifton Park, NY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 12065

Capital Financial Advisors of New York, LLC0 mi

RIA firm · Clifton Park, NY 12065 · Registered investment adviser · $260M AUM

CRD 125689 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Optimus Wealth Management Group, INC.0 mi

RIA firm · Clifton Park, NY 12065 · Registered investment adviser

CRD 149256 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Simmons Capital Group0 mi

RIA firm · Halfmoon, NY 12065 · Registered investment adviser · $213M AUM

CRD 281122 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Steward Advisors Group, LLC0 mi

RIA firm · Halfmoon, NY 12065 · Registered investment adviser · $105M AUM

CRD 321846 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Holistic Wealth Advisors0 mi

RIA firm · Clifton Park, NY 12065 · Registered investment adviser · $279M AUM

CRD 332918 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Goldman Sachs Wealth Services, L.P.5.6 mi

RIA firm · Cohoes, NY 12047 · Registered investment adviser · $31.7B AUM

CRD 106693 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Graney& King, LLC7 mi

RIA firm · Latham, NY 12110 · Registered investment adviser · $484M AUM

CRD 126461 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Capable Wealth, LLC7 mi

RIA firm · Latham, NY 12110 · Registered investment adviser · $21M AUM

CRD 288448 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Marathon Mission, INC.7 mi

RIA firm · Latham, NY 12110 · Registered investment adviser · $177M AUM

CRD 288654 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Monthie Wealth Advisors7 mi

RIA firm · Latham, NY 12110 · Registered investment adviser · $71M AUM

CRD 321076 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Del-sette Capital Management, LLC7.2 mi

RIA firm · Schenectady, NY 12308 · Registered investment adviser · $193M AUM

CRD 159052 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Robert L. Kristel, C.P.A., P.C.8.8 mi

RIA firm · Schenectady, NY 12305 · Registered investment adviser

CRD 126479 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Acacia Grove Wealth Management8.8 mi

RIA firm · Schenectady, NY 12305 · Registered investment adviser · $42M AUM

CRD 332881 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Nightgale Wealth Management LLC8.8 mi

RIA firm · Schenectady, NY 12305 · Registered investment adviser

CRD 338123 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Benjamin Securities, INC.9.4 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $34M AUM

CRD 7754 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Greenbush Financial Group, LLC9.4 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $617M AUM

CRD 125500 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

JM Advisors, LLC9.4 mi

RIA firm · Albany, NY 12205 · Registered investment adviser

CRD 159351 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Eden Advisory Services, LLC9.4 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $28M AUM

CRD 277083 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Arista Advisory Group, LLC9.4 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $144M AUM

CRD 285722 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Blue Jean Financial LLC9.4 mi

RIA firm · Albany, NY 12205 · Registered investment adviser · $133M AUM

CRD 331138 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Albanyadvisor Group LLC9.9 mi

RIA firm · Albany, NY 12211 · Registered investment adviser · $303M AUM

CRD 316226 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Sip Financial Services10.1 mi

RIA firm · Glenville, NY 12302 · Registered investment adviser · $28M AUM

CRD 144985 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Canty Financial Management, INC.11.2 mi

RIA firm · Ballston Spa, NY 12020 · Registered investment adviser · $254M AUM

CRD 118945 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Luther Forest Wealth Advisors, L.L.C.11.2 mi

RIA firm · Malta, NY 12020 · Registered investment adviser · $99M AUM

CRD 142714 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Clifton Park, 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.

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Directory · consent-first

Near 12065. Clifton Park.

24 financial advisors & firms and 0 insurance agents verified near Clifton Park, NY — every one cited to the regulator, claimable and removable by the person named.

Find your person