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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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82 advisors near New York, NY
Based on your filters