Fiduciary advisors in Massapequa, NY

3 registered advisers

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

A.G. MORGAN FINANCIAL ADVISORS, LLC

Also Compensated via Product Sales
Massapequa, New YorkCRD #173292
Typical Fee--
AUM$175M
Minimum--
Clients1,687

ADC WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Massapequa, New YorkCRD #159083
Typical Fee--
AUM$206M
Minimum--
Clients224

PRIVATE CLIENT ASSET MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Massapequa, New YorkCRD #147052
Typical Fee--
AUM$181M
Minimum--
Clients642
Fiduciary Advisors in Massapequa, New York | FiduciaryListings