Fiduciary advisors in Hauppauge, NY

9 registered advisers

Within New York, Hauppauge supports a modest fiduciary advisory sector. 9 SEC-registered fiduciary firms serve the area, 8 on a fee-only basis.

CFM ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hauppauge, New YorkCRD #111581
Typical Fee--
AUM$3.5B
Minimum--
Clients2,081

CONRAD CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hauppauge, New YorkCRD #113648
Typical Fee--
AUM$84M
Minimum--
Clients563

HLV VENTURES

Fee-OnlyAlso Compensated via Product Sales
Hauppauge, New YorkCRD #332979
Typical Fee--
AUM$57M
Minimum--
Clients8

LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hauppauge, New YorkCRD #167243
Typical Fee--
AUM$750M
Minimum--
Clients1

LEBENTHAL GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hauppauge, New YorkCRD #283303
Typical Fee--
AUM$820M
Minimum--
Clients3,279

MADISON GLOBAL ADVISORS LLC

Also Compensated via Brokerage
Hauppauge, New YorkCRD #288894
Typical Fee--
AUM$80M
Minimum--
Clients178

NESTEGG ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hauppauge, New YorkCRD #125878
Typical Fee--
AUM$273M
Minimum--
Clients630

PARTNERS CAPITAL SERVICES, INC.

Fee-OnlyAlso Compensated via Product Sales
Hauppauge, New YorkCRD #127621
Typical Fee--
AUM$109M
Minimum--
Clients238

UNITED FINANCIAL PLANNING GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hauppauge, New YorkCRD #149843
Typical Fee--
AUM$305M
Minimum--
Clients190
Fiduciary Advisors in Hauppauge, New York | FiduciaryListings