Cetera Investment Advisers
40yrs
Top advisor by experience in Pleasantville
Financial advisors in Pleasantville, NY
Looking for a financial advisor in Pleasantville, NY? We list 23 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.
23Advisors with offices here
22Median years of experience
83%Fiduciary advisors?
11Firms represented
Largest firms here: Ameriprise Financial Services, LLC (7), Cetera Investment Advisers LLC (3), Commonwealth Financial Network (2).
Nearby: Thornwood, Chappaqua, Hawthorne, Briarcliff Manor, Valhalla, Armonk, Millwood, Ossining.
Commonwealth Financial Network
36yrs
Top 7% by experience nationwide
Ameriprise Financial Services
35yrs
Top 9% by experience nationwide
J.p. Morgan Securities
34yrs
Top 2% by experience at J.p. Morgan Securities
Ameriprise Financial Services
32yrs
Top 12% by experience nationwide
Commonwealth Financial Network
31yrs
Top 15% by experience nationwide
Cetera Investment Advisers
28yrs
Top 21% by experience nationwide
Cetera Investment Advisers
27yrs
Top 23% by experience nationwide
Portfolio Medics
26yrs
Top 21% by experience at Portfolio Medics
Ameriprise Financial Services
24yrs
More experience than 70% of advisors nationwide
Ameriprise Financial Services
24yrs
More experience than 69% of advisors in New York
Advisory Services Network
22yrs
More experience than 66% of advisors in New York
State Farm Investment Management
18yrs
More experience than 66% of advisors at State Farm Investment Management
Wells Fargo Advisors
17yrs
More experience than 54% of advisors in New York
Strategic Advisers
13yrs
More experience than 70% of advisors at Strategic Advisers
Ameriprise Financial Services
12yrs
12 years in the industry
Ameriprise Financial Services
7yrs
7 years in the industry
Equitable Advisors
5yrs
5 years in the industry
J.p. Morgan Securities
2yrs
2 years in the industry
Wells Fargo Advisors
2yrs
2 years in the industry
State Farm Investment Management
2yrs
2 years in the industry
Cambridge Investment Research Advisors
New
New to the profession
Ameriprise Financial Services
New
New to the profession
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.