Concorde Asset Management
38yrs
Top advisor by experience in Setauket
Financial advisors in Setauket, NY
Looking for a financial advisor in Setauket, NY? We list 12 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.
12Advisors with offices here
24Median years of experience
83%Fiduciary advisors?
9Firms represented
Largest firms here: J.p. Morgan Securities LLC (2), Concorde Asset Management, LLC (2), Cetera Investment Advisers LLC (2).
Cambridge Investment Research Advisors
34yrs
Top 9% by experience nationwide
Farther
32yrs
Top 8% by experience at Farther
Cetera Investment Advisers
31yrs
Top 15% by experience nationwide
J.p. Morgan Securities
28yrs
Top 7% by experience at J.p. Morgan Securities
LPL Financial
24yrs
More experience than 70% of advisors nationwide
Lincoln Investment
16yrs
More experience than 52% of advisors in New York
J.p. Morgan Securities
10yrs
More experience than 52% of advisors at J.p. Morgan Securities
Osaic Wealth
10yrs
10 years in the industry
Cetera Investment Advisers
5yrs
5 years in the industry
Concorde Asset Management
4yrs
4 years in the industry
MML Investors Services
2yrs
2 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.”
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HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.