Osaic Wealth
45yrs
Top advisor for experience in Hampton Bays
Financial advisors in Hampton Bays, NY
Looking for a financial advisor in Hampton Bays, NY? We list 9 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.
9Advisors with offices here
24Median years of experience
56%At fee-only firms
6Firms represented
Largest firms here: Raymond James Financial Services Advisors, Inc. (3), J.p. Morgan Securities LLC (2), UBS Financial Services Inc. (1).
Nearby: Quogue, Southampton, Laurel, Westhampton Beach, Riverhead, Mattituck, Westhampton, Remsenburg.
RBC Capital Markets
42yrs
Top 2% for experience in New York
East END Wealth Management
32yrs
Top 13% for experience nationwide
Raymond James Financial Services Advisors
26yrs
More experience than 73% of advisors nationwide
UBS Financial Services
24yrs
More experience than 70% of advisors in New York
J.p. Morgan Securities
17yrs
More experience than 74% of advisors at J.p. Morgan Securities
J.p. Morgan Securities
7yrs
7 years in the industry
Raymond James Financial Services Advisors
New
New to the profession
Raymond James Financial Services Advisors
New
New to the profession
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.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.