Merrill Lynch, Pierce, Fenner & Smith
45yrs
Top advisor for experience in Kingston
Financial advisors in Kingston, NY
Looking for a financial advisor in Kingston, NY? We list 54 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.
54Advisors with offices here
27Median years of experience
50%At fee-only firms
20Firms represented
Largest firms here: Merrill Lynch, Pierce, Fenner & Smith Incorporated (10), LPL Financial LLC (8), Morgan Stanley (8).
Nearby: Lake Katrine, Woodstock, Rhinebeck, Saugerties, Stone Ridge, Staatsburg, Red Hook, Lake Hill.
Eagle Strategies
42yrs
Top 2% for experience in New York
Raymond James Financial Services Advisors
41yrs
Top 3% for experience in New York
Miller Howard Investments
41yrs
Top 3% for experience in New York
Merrill Lynch, Pierce, Fenner & Smith
41yrs
Top 3% for experience in New York
Raymond James Financial Services Advisors
39yrs
Top 5% for experience in New York
Wells Fargo Advisors
38yrs
Top 6% for experience in New York
Morgan Stanley
38yrs
Top 6% for experience nationwide
Osaic Institutions
37yrs
Top 6% for experience nationwide
MML Investors Services
36yrs
Top 7% for experience nationwide
LPL Financial
36yrs
Top 7% for experience nationwide
Ameriprise Financial Services
36yrs
Top 8% for experience nationwide
Lincoln Investment
35yrs
Top 8% for experience nationwide
Cetera Investment Advisers
35yrs
Top 8% for experience nationwide
Wells Fargo Advisors
34yrs
Top 10% for experience nationwide
Marshall + Sterling Wealth Advisors
34yrs
Top advisor for experience at Marshall + Sterling Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith
34yrs
Top 10% for experience at Merrill Lynch, Pierce, Fenner & Smith
LPL Financial
34yrs
Top 10% for experience nationwide
Cetera Investment Advisers
33yrs
Top 11% for experience nationwide
Morgan Stanley
32yrs
Top 12% for experience nationwide
MML Investors Services
30yrs
Top 16% for experience nationwide
THE Marshall Financial Group
30yrs
Top 17% for experience nationwide
Merrill Lynch, Pierce, Fenner & Smith
29yrs
Top 16% for experience at Merrill Lynch, Pierce, Fenner & Smith
Osaic Wealth
29yrs
Top 19% for 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.