UBS Financial Services
39yrs
Top advisor by experience in Sea Cliff
Financial advisors in Sea Cliff, NY
Looking for a financial advisor in Sea Cliff, NY? We list 9 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.
9Advisors with offices here
23Median years of experience
78%Fiduciary advisors?
6Firms represented
Largest firms here: LPL Financial LLC (3), UBS Financial Services Inc. (2), Commonwealth Financial Network (1).
Nearby: Glen Cove, Glen Head, Greenvale, Locust Valley, Roslyn, Roslyn Heights, Manhasset, Old Westbury.
Commonwealth Financial Network
34yrs
Top 10% by experience nationwide
Hsbc Securities (usa)
30yrs
Top 8% by experience at Hsbc Securities (usa)
LPL Financial
25yrs
More experience than 71% of advisors nationwide
LPL Financial
23yrs
More experience than 69% of advisors nationwide
Christopher A. Gaun, Cfe, CPA
18yrs
More experience than 56% of advisors in New York
LPL Financial
16yrs
More experience than 52% of advisors in New York
UBS Financial Services
2yrs
2 years in the industry
Gaun Wealth Management
1yr
1 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.