Morgan Stanley
39yrs
Top advisor by experience in Ossining
Financial advisors in Ossining, NY
Looking for a financial advisor in Ossining, NY? We list 16 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.
16Advisors with offices here
20Median years of experience
63%Fiduciary advisors?
12Firms represented
Largest firms here: Citigroup Global Markets Inc. (2), LL Financial Services, LLC (2), Kestra Advisory Services, LLC (2).
Nearby: Briarcliff Manor, Millwood, Chappaqua, Pleasantville, Congers, Hawthorne, Croton On Hudson, Thornwood.
Cetera Investment Advisers
38yrs
Top 6% by experience nationwide
SPC
35yrs
Top 9% by experience nationwide
Wells Fargo Advisors
29yrs
Top 19% by experience nationwide
Principal Securities
26yrs
Top 23% by experience at Principal Securities
LL Financial Services
20yrs
More experience than 63% of advisors in Ossining
Kestra Advisory Services
20yrs
More experience than 62% of advisors in New York
Citigroup Global Markets
20yrs
More experience than 72% of advisors at Citigroup Global Markets
Onedigital
17yrs
More experience than 54% of advisors in New York
Wells Fargo Advisors
15yrs
15 years in the industry
Kestra Advisory Services
10yrs
10 years in the industry
Citigroup Global Markets
8yrs
8 years in the industry
PNC Wealth Management
6yrs
6 years in the industry
LL Financial Services
5yrs
5 years in the industry
TD Private Client Wealth
5yrs
5 years in the industry
Fieldstone Money Management
4yrs
4 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.