Fiduciary advisors in Manhasset, NY

3 registered advisers

3 fiduciary firms. 2 fee-only. That is Manhasset's current SEC-registered advisory count.

HALO INVESTMENT SERVICES, LLC

Clean RecordAlso Compensated via Brokerage
Manhasset, New YorkCRD #325613
Typical Fee--
AUM$33M
Minimum--
Clients3

LOWELL ROAD ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhasset, New YorkCRD #164370
Typical Fee--
AUM$50M
Minimum--
Clients120

QUAN VEST CONSULTANTS INC

Fee-Only, No Conflicts
Manhasset, New YorkCRD #104714
Typical Fee--
AUM--
Minimum--
Clients--
Fiduciary Advisors in Manhasset, New York | FiduciaryListings