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Financial advisors in Bronx, NY

Looking for a financial advisor in Bronx, NY? We list 79 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

79Advisors with offices here
17Median years of experience
96%At fee-only firms
27Firms represented

Largest firms here: J.p. Morgan Securities LLC (22), Citigroup Global Markets Inc. (7), State Farm Investment Management Corp. (6).

Nearby: Mount Vernon, Pelham, Whitestone, Astoria, East Elmhurst, Yonkers, Bronxville, Jackson Heights.

Filter and map these advisors

Citigroup Global Markets
38yrs
Mark Charles Jaffe
Financial advisor
Citi Retail Banking 1800 Williamsbridge Road
Bronx, NY 10461
Top advisor for experience in Bronx
FiduciaryFee-only firm
Call Directions
Osaic Institutions
35yrs
Frank Richard Petrilli
Financial advisor
74 Hugh J. Grant Circle
Bronx, NY 10472
Top 5% for experience in Bronx
FiduciaryFee-only firm
Call Directions
LPL Enterprise
33yrs
Hideo Shiino
Financial advisor
Bronx, NY
Top 6% for experience in Bronx
FiduciaryFee-only firm
Call Directions
Citigroup Global Markets
32yrs
Matthew Farrell Griffin
Financial advisor
Citi Retail Banking 1800 Williamsbridge Road
Bronx, NY 10461
Top 5% for experience at Citigroup Global Markets
FiduciaryFee-only firm
Call Directions
TD Private Client Wealth
30yrs
Vito Petriello
Financial advisor
1864 Williamsbridge Rd.
Bronx, NY 10461
Top 6% for experience at TD Private Client Wealth
FiduciaryFee-only firm
Call Directions
J.p. Morgan Securities
28yrs
Peter C Canale
Financial advisor
3775 Riverdale Avenue
Bronx, NY 10463
Top 7% for experience at J.p. Morgan Securities
CFP®FiduciaryFee-only firm
Call Directions
J.p. Morgan Securities
27yrs
Tommaso A Mellone
Financial advisor
1068 Morris Park Avenue
Bronx, NY 10461
Top 8% for experience at J.p. Morgan Securities
FiduciaryFee-only firm
Call Directions
J.p. Morgan Securities
27yrs
Pedro M Espejo
Financial advisor
2725 East Tremont Avenue
Bronx, NY 10461
Top 8% for experience at J.p. Morgan Securities
FiduciaryFee-only firm
Call Directions
Citigroup Global Markets
27yrs
Michael Pak
Financial advisor
CWM Retail, Sales 5671 Riverdale Avenue
Bronx, NY 10471
Top 13% for experience at Citigroup Global Markets
FiduciaryFee-only firm
Call Directions
Citizens Securities
27yrs
Joshua Charles Gonzalez
Financial advisor
One East Fordham Rd. Ms: Ny345
Bronx, NY 10468
Top 16% for experience at Citizens Securities
FiduciaryFee-only firm
Call Directions
J.p. Morgan Securities
26yrs
Enrique Forero
Financial advisor
3775 Riverdale Avenue
Bronx, NY 10463
Top 9% for experience at J.p. Morgan Securities
CFP®FiduciaryFee-only firm
Call Directions
J.p. Morgan Securities
26yrs
Nelson M. Frias
Financial advisor
3775 Riverdale Avenue
Bronx, NY 10463
Top 9% for experience at J.p. Morgan Securities
FiduciaryFee-only firm
Call Directions
Citigroup Global Markets
26yrs
Yanique Keisha Paula Anderson
Financial advisor
Citi Retail Banking 1800 Williamsbridge Road
Bronx, NY 10461
Top 15% for experience at Citigroup Global Markets
FiduciaryFee-only firm
Call Directions
Osaic Institutions
26yrs
Jermaine Curtis Matthews
Financial advisor
2067 Bartow Avenue
Bronx, NY 10475
More experience than 74% of advisors nationwide
FiduciaryFee-only firm
Call Directions
Value Investment Professionals
26yrs
Timothy McFadden
Financial advisor
Bronx, NY
More experience than 74% of advisors nationwide
CFP®FiduciaryFee-only firm
Call Directions
Lighthouse Wealth Management
26yrs
Richard Stephen Esposito
Financial advisor
2913 Harrington Avenue
Bronx, NY 10461
More experience than 73% of advisors nationwide
ChFCFiduciaryFee-only firm
Call Directions
J.p. Morgan Securities
24yrs
John J Wolf
Financial advisor
4780 Third AVE
Bronx, NY 10458
Top 12% for experience at J.p. Morgan Securities
FiduciaryFee-only firm
Call Directions
J.p. Morgan Securities
24yrs
Loisen Harris-Jacobs
Financial advisor
1650 E GUN Hill RD
Bronx, NY 10469
Top 12% for experience at J.p. Morgan Securities
FiduciaryFee-only firm
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read