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Financial advisors in Jericho, NY

Looking for a financial advisor in Jericho, NY? We list 261 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.

261Advisors with offices here
24Median years of experience
1%At fee-only firms
29Firms represented

Largest firms here: Morgan Stanley (91), UBS Financial Services (35), Oppenheimer & Co. (23).

Nearby: Syosset, Westbury, Old Westbury, Plainview, Woodbury, East Norwich, Bethpage, Levittown.

Filter and map these advisors

Osaic Wealth
43yrs
Dee Walker
Financial advisor
380 N. Broadway Suite 206
Jericho, NY 11753
Top advisor by experience in Jericho
Fiduciary
Call Directions
UBS Financial Services
43yrs
Charles Crystal
Financial advisor
One Jericho Plaza Suit 205
Jericho, NY 11753
Top 1% by experience in Jericho
Fiduciary
Call Directions
Oppenheimer & Co.
43yrs
William Puvogel
Financial advisor
2 Jericho Plaza Suite 113
Jericho, NY 11753
Top 1% by experience in Jericho
Fiduciary
Call Directions
Morgan Stanley
43yrs
John Quinn
Financial advisor
Two Jericho Plaza
Jericho, NY 11753
Top 1% by experience in New York
Fiduciary
Call Directions
Morgan Stanley
42yrs
Jody Sacks
Financial advisor
Two Jericho Plaza
Jericho, NY 11753
Top 2% by experience in Jericho
Fiduciary
Call Directions
UBS Financial Services
42yrs
Steven Tacher
Financial advisor
One Jericho Plaza Suite 205
Jericho, NY 11753
Top 2% by experience in Jericho
Fiduciary
Call Directions
Morgan Stanley
42yrs
William Burns
Financial advisor
Two Jericho Plaza
Jericho, NY 11753
Top 2% by experience in New York
Fiduciary
Call Directions
RBC Capital Markets
42yrs
James Montalto
Financial advisor
1 Jericho Plaza Suite 106
Jericho, NY 11753
Top 2% by experience in New York
Fiduciary
Call Directions
Morgan Stanley
42yrs
Roger Stern
Financial advisor
Two Jericho Plaza
Jericho, NY 11753
Top 2% by experience in New York
Fiduciary
Call Directions
Oppenheimer & Co.
41yrs
Janet Hayes
Financial advisor
2 Jericho Plaza Suite 113
Jericho, NY 11753
Top 3% by experience in New York
Fiduciary
Call Directions
LPL Financial
41yrs
Ira Chernick
Financial advisor
Jericho, NY
Top 3% by experience in New York
PlanningInvesting
Call Directions
UBS Financial Services
41yrs
John Campbell
Financial advisor
One Jericho Plaza Suit 205
Jericho, NY 11753
Top 3% by experience in New York
Fiduciary
Call Directions
UBS Financial Services
41yrs
Peter Rosenthal
Financial advisor
One Jericho Plaza Suit 205
Jericho, NY 11753
Top 3% by experience in New York
PlanningInvesting
Call Directions
RBC Capital Markets
41yrs
James Vandewalle
Financial advisor
1 Jericho Plaza Suite 106
Jericho, NY 11753
Top 3% by experience in New York
Fiduciary
Call Directions
Ameriprise Financial Services
41yrs
Gerard Simonelli
Financial advisor
390 N Broadway Suite 240
Jericho, NY 11753
Top 3% by experience in New York
CFP®
Call Directions
RBC Capital Markets
40yrs
Marguerite Kircher
Financial advisor
1 Jericho Plaza Suite 106
Jericho, NY 11753
Top 4% by experience in New York
Fiduciary
Call Directions
Ameriprise Financial Services
40yrs
Todd Stepniewski
Financial advisor
500 N Broadway Suite 144
Jericho, NY 11753
Top 4% by experience in New York
PlanningInvesting
Call Directions
UBS Financial Services
40yrs
Amy Castar
Financial advisor
One Jericho Plaza Suit 205
Jericho, NY 11753
Top 4% by experience in New York
Fiduciary
Call Directions
First Long Island Investors
40yrs
Ralph Palleschi
Financial advisor
One Jericho Plaza Suite 201
Jericho, NY 11753
Top 4% by experience in New York
InvestingManager selection
Call Directions
First Long Island Investors
40yrs
Robert Rosenthal
Financial advisor
One Jericho Plaza Suite 201
Jericho, NY 11753
Top 4% by experience in New York
InvestingManager selection
Call Directions
Osaic Wealth
40yrs
Eric Schmidt
Financial advisor
100 Jericho Quadrangle Suite 120
Jericho, NY 11753
Top 4% by experience in New York
Fiduciary
Call Directions
Osaic Wealth
40yrs
Kenneth Femiano
Financial advisor
380 N. Broadway Suite 206
Jericho, NY 11753
Top 4% by experience in New York
Fiduciary
Call Directions
Oppenheimer & Co.
40yrs
Michael Margarites
Financial advisor
2 Jericho Plaza Suite 113
Jericho, NY 11753
Top 4% by experience in New York
CFP®Fiduciary
Call Directions
First Long Island Investors
39yrs
Philip Malakoff
Financial advisor
One Jericho Plaza Suite 201
Jericho, NY 11753
Top 5% by experience in New York
Fiduciary
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