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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

82 advisors near New York, NY

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Kenneth H

Series 63, Series 65

New York City, NY

Hightower Advisors

Kenneth Hoffman is a financial advisor with Hightower Advisors in New York City, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Hightower Advisors since 2012. Outside of his advisory role, he serves as Treasurer for Congregation Rinat Yisrae in Teaneck, NJ. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program and access to a broad network of managers and advisory services, utilizing both strategic and tactical asset allocation approaches.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Asher B

CFP®, Series 63, Series 66

New York, NY

Hightower Advisors

Asher Booz is a CFP® with six years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Altfest Personal Wealth Management and Charles Schwab. Hightower Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing a combination of fundamental and quantitative analysis alongside allocations to various investment vehicles.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Belinda B

Series 66

New York, NY

Hightower Advisors

Belinda Boden is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with eight years of industry experience. She has been with Hightower Advisors since 2013. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing proprietary fundamental and quantitative analysis alongside a mix of investment vehicles and emphasizes both strategic and tactical asset allocation.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alexander D

Series 63, Series 66

New York, NY

Hightower Advisors

Alexander Dinklage is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Empower Financial Services and Champlain Investment Partners, as well as work outside the financial sector. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program and employs both fundamental and quantitative analysis to construct portfolios with a mix of equities, fixed income, ETFs, mutual funds, and alternative investments.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tyler B

CFP®

New York, NY

Hightower Advisors

Tyler Bisack is a CFP® professional with five years of industry experience, currently advising at Hightower Advisors since 2023. His prior roles include positions at Hightower Altium Holding, LLC, Altium Wealth Management, LLC, Connecticut Financial, and Syngeretics. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing proprietary fundamental and quantitative analysis alongside a range of investment vehicles and ongoing portfolio monitoring.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tessa D

Series 63, Series 66

New York, NY

Hightower Advisors

Tessa Damiano is a financial advisor at Hightower Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Dash Financial Technologies LLC and The Vanguard Group, Inc. Prior to her financial career, she held various roles including teaching positions at Gettysburg College and The Ursuline School. Hightower Advisors serves a diverse client base including high net worth individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing proprietary fundamental and quantitative analysis alongside a mix of investment vehicles and sub-advisory resources.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ashley L

Series 66

New York City, NY

Hightower Advisors

Ashley Lawwill is a financial advisor at Hightower Advisors with one year of industry experience. She holds a Series 66 designation and has worked previously at Osaic Wealth, INC and Jack Vawdrey, LLC. Outside of finance, she teaches an online acting class for children through her involvement with Sitter Stream. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management and investment solutions that combine proprietary analysis with access to a broad network of managers and investment vehicles.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Patrick F

Series 66

New York City, NY

Hightower Advisors

Patrick Fruzzetti is a financial advisor at Hightower Advisors in New York City with 18 years of industry experience. He holds a Series 66 designation and has been with Hightower since 2011. Hightower Advisors serves a diverse client base, including high net worth individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program and utilizes a combination of fundamental and quantitative analysis, multiple asset classes, and sub-advisory resources to align portfolios with clients' objectives and risk tolerance.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Marielle S

CFP®, Series 66

New York, NY

Hightower Advisors

Marielle Schurig is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. She currently works at Hightower Advisors and previously held roles at Lindbrook Capital, LLC and UBS Financial Services. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management through an Advisor Directed wrap program and combines proprietary analysis with access to a broad network of managers and investment vehicles.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Donna G

CFP®, Series 63

New York, NY

Hightower Advisors

Donna Gallo is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. She previously worked at Equitable Advisors and Axa Advisors, LLC, holding roles spanning nearly two decades. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing fundamental and quantitative analysis alongside a mix of investment vehicles, and provides both strategic and tactical asset allocation with access to affiliated and third-party managers.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Gabriella T

Series 66

New York, NY

Hightower Advisors

Gabriella Tango is a financial advisor at Hightower Advisors with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2012 to 2018. Outside of her advisory role, she works as a server at Rods Steakhouse in Madison, NJ. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program and access to various managers and advisory services, employing both strategic and tactical asset allocation approaches.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Arielle K

CFP®, Series 66

New York, NY

Hightower Advisors

Arielle Koganski is a CFP® with eight years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2018. Prior to joining Hightower, she worked at Hyperion Wealth and Strategies For Wealth. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program and access to a range of investment managers and advisory services, emphasizing both strategic and tactical asset allocation with ongoing portfolio monitoring.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Camille F

Series 63, Series 66

New York, NY

Hightower Advisors

Camille Forde is a financial advisor at Hightower Advisors with nine years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including J.P. Morgan Securities, Merrill, Bank of America, and RBC Capital Markets. Outside of finance, she owns and operates Camilla J Art, where she creates and sells custom art pieces. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing proprietary analysis and a range of investment vehicles, while emphasizing ongoing monitoring and both strategic and tactical asset allocation.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Sonam L

Series 66

New York, NY

Hightower Advisors

Sonam Lama is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Hightower in 2021, Sonam worked briefly at H&R Block and the New York Botanical Garden. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program and access to a range of investment solutions, emphasizing both strategic and tactical asset allocation supported by proprietary analysis and a network of affiliated and third-party managers.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Adam A

Series 63

New York, NY

Hightower Advisors

Adam Abelson is a financial advisor at Hightower Advisors in New York, NY, with five years of industry experience. He holds a Series 63 designation and has been with Hightower Advisors since 2020. Prior to that, he spent 22 years at Stralem & Company, Incorporated. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing a combination of fundamental and quantitative analysis, a range of investment vehicles, and both strategic and tactical asset allocation approaches.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Douglas H

Series 66

New York, NY

Hightower Advisors

Douglas Harkins is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2014 to 2022 before joining Hightower in 2022. Hightower Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing a combination of fundamental and quantitative analysis, a range of investment vehicles, and both strategic and tactical asset allocation approaches.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Lee S

Series 63, Series 65

New York, NY

Hightower Advisors

Lee Samson is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Lindbrook Capital and UBS Financial Services. Samson serves as a trustee for a family trust. Hightower Advisors serves a diverse client base, including high net worth individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an advisor-directed wrap program, utilizing a combination of fundamental and quantitative analysis, diversified investments, and ongoing portfolio monitoring.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Molly M

Series 66

New York City, NY

Hightower Advisors

Molly Manning is a financial advisor at Hightower Advisors in New York City with 11 years of industry experience. She holds the Series 66 designation and has been with Hightower Securities, LLC since 2013. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management through an Advisor Directed wrap program, utilizing both strategic and tactical asset allocation with access to affiliated and third-party managers.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Sean R

CFA®, Series 63, Series 66

New York, NY

Hightower Advisors

Sean Rooney is a CFA charterholder with 17 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at Alvarez and Marsal and Lucid Management. Rooney is based in New York, NY. Hightower Advisors serves a diverse client base including high net worth individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing proprietary analysis and a range of investment vehicles while emphasizing ongoing monitoring and strategic asset allocation.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jonathon G

Series 63, Series 65

New York, NY

Hightower Advisors

Jonathon Gruber is a financial advisor at Hightower Advisors in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Hightower in 2026, he worked at Kovitz Investment Group Partners, iCapital, and several staffing and business entities. Outside of finance, he receives residual income from acting projects under his stage name BJ Gruber. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing fundamental and quantitative analysis alongside a range of investment vehicles and sub-advisory resources.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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