Cetera Investment Advisers
46yrs
Top advisor by experience in Holbrook
Financial advisors in Holbrook, NY
Looking for a financial advisor in Holbrook, NY? We list 48 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.
48Advisors with offices here
26Median years of experience
79%Fiduciary advisors?
15Firms represented
Largest firms here: Osaic Wealth, Inc. (16), Citigroup Global Markets Inc. (12), Primerica Advisors (5).
Nearby: Holtsville, Farmingville, Ronkonkoma, Bohemia, Sayville, Blue Point, Bayport, Medford.
Osaic Wealth
43yrs
Richard Eric Westerberg
Financial advisor
4250 Veterans Memorial Highway Suite 420e
Holbrook, NY 11741
Holbrook, NY 11741
Top 1% by experience in New York
Osaic Wealth
42yrs
Michael James Gallagher
Financial advisor
4250 Veterans Memorial Highway Suite 420e
Holbrook, NY 11741
Holbrook, NY 11741
Top 2% by experience in New York
Citigroup Global Markets
42yrs
Robert Ivan Schwartz
Financial advisor
Citi Wealth Management, Sales 5801 Sunrise Highway
Holbrook, NY 11747
Holbrook, NY 11747
Top 1% by experience at Citigroup Global Markets
Osaic Wealth
42yrs
Top 2% by experience in New York
Osaic Wealth
41yrs
Top 3% by experience in New York
Osaic Wealth
39yrs
Robert Thomas Crothers
Financial advisor
4250 Veterans Memorial Highway 4th Floor East
Holbrook, NY 11741
Holbrook, NY 11741
Top 5% by experience in New York
LPL Financial
39yrs
Top 5% by experience in New York
Osaic Wealth
38yrs
Top 6% by experience in New York
Lincoln Investment
37yrs
Top 7% by experience nationwide
Osaic Wealth
37yrs
Top 7% by experience nationwide
Citigroup Global Markets
34yrs
Danny M Sarfati
Financial advisor
Citi Wealth Management, Sales 5801 Sunrise Highway
Holbrook, NY 11747
Holbrook, NY 11747
Top 3% by experience at Citigroup Global Markets
Primerica Advisors
34yrs
Top 9% by experience nationwide
Osaic Wealth
34yrs
Top 10% by experience nationwide
Osaic Wealth
33yrs
Top 11% by experience nationwide
Osaic Wealth
33yrs
Top 12% by experience nationwide
Osaic Wealth
32yrs
William Patrick Donahue
Financial advisor
4250 Veterans Memorial Highway Suite 155 E
Holbrook, NY 11741
Holbrook, NY 11741
Top 13% by experience nationwide
Cetera Investment Advisers
32yrs
Top 13% by experience nationwide
Osaic Wealth
31yrs
Top 15% by experience nationwide
Osaic Advisory Services
30yrs
Top 16% by experience nationwide
Advice and Planning Services
28yrs
Top 13% by experience at Advice and Planning Services
Citigroup Global Markets
27yrs
Robert Khalil Farmand
Financial advisor
Citi Wealth Management, Sales 5801 Sunrise Highway
Holbrook, NY 11747
Holbrook, NY 11747
Top 12% by experience at Citigroup Global Markets
Incred Wealth
26yrs
Top 24% by experience nationwide
Osaic Wealth
26yrs
Top 24% by experience nationwide
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.