Stifel, Nicolaus &
45yrs
Top advisor by experience in Hauppauge
Financial advisors in Hauppauge, NY
Looking for a financial advisor in Hauppauge, NY? We list 350 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.
350Advisors with offices here
25Median years of experience
75%Fiduciary advisors?
36Firms represented
Largest firms here: Ameriprise Financial Services, LLC (56), Morgan Stanley (41), ESI Financial Advisors (34).
Nearby: Islandia, Central Islip, Smithtown, Nesconset, Ronkonkoma, Commack, Saint James, Islip Terrace.
Stifel, Nicolaus &
44yrs
Robert Fulton Mason Jr
Financial advisor
1393 Veterans Memorial Highway Suite N214
Hauppauge, NY 11788
Hauppauge, NY 11788
Top 1% by experience in Hauppauge
Janney Montgomery Scott
44yrs
Top 1% by experience in Hauppauge
Conrad Capital Management
43yrs
Top 1% by experience in Hauppauge
Osaic Wealth
43yrs
Top 1% by experience in New York
Stifel, Nicolaus &
43yrs
Robert Charles Ungerer
Financial advisor
1393 Veterans Memorial Highway Suite N214
Hauppauge, NY 11788
Hauppauge, NY 11788
Top 1% by experience in New York
Osaic Wealth
43yrs
Top 1% by experience in New York
Partners Capital Services
43yrs
Top advisor by experience at Partners Capital Services
Oppenheimer &
43yrs
Top 1% by experience in New York
Lebenthal Global Advisors
43yrs
Top 1% by experience in New York
Lincoln Investment
43yrs
Top 1% by experience in New York
Ameriprise Financial Services
43yrs
Top 2% by experience in New York
Madison Global Advisors
43yrs
Top advisor by experience at Madison Global Advisors
Madison Global Advisors
42yrs
Top 2% by experience in New York
Morgan Stanley
42yrs
Top 2% by experience in New York
Janney Montgomery Scott
42yrs
Top 2% by experience in New York
LPL Financial
42yrs
Top 2% by experience in New York
MML Investors Services
42yrs
Top 2% by experience in New York
Cetera Investment Advisers
42yrs
Top 2% by experience in New York
Ameriprise Financial Services
42yrs
Top 2% by experience in New York
CFM Advisors
42yrs
Top advisor by experience at CFM Advisors
Osaic Wealth
42yrs
Top 2% by experience in New York
Osaic Wealth
42yrs
Top 3% by experience in New York
Oppenheimer &
42yrs
Top 3% by experience in New York
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.