Merrill Lynch, Pierce, Fenner & Smith
41yrs
Top advisor by experience in Manhattan
Financial advisors in Manhattan, NY
Looking for a financial advisor in Manhattan, NY? We list 5 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.
5Advisors with offices here
7Median years of experience
100%Fiduciary advisors?
5Firms represented
Largest firms here: UBS Financial Services Inc. (1), Merrill Lynch, Pierce, Fenner & Smith Incorporated (1), RBC Capital Markets, LLC (1).
Wells Fargo Advisors
24yrs
More experience than 71% of advisors nationwide
Cetera Investment Advisers
7yrs
7 years in the industry
UBS Financial Services
4yrs
4 years in the industry
RBC Capital Markets
3yrs
3 years in the industry
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.