Direct booking
Book time directly with this advisor, no back-and-forth required
3 advisors near New York, NY
Based on your filters
Nycole V
Series 63, Series 65
Staten Island, NY
&PARTNERS
Nycole Vannata is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to deliver customized investment solutions.
Ruth Ellen M
Series 65, Series 66
New York, NY
&PARTNERS
Ruth Ellen Marsteller is a financial advisor at &Partners with six years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at The Blackstone Group, Blackstone Securities Partners, and Merrill. She serves on the Board of Regents for Gunston Hall, the ancestral home of George Mason, representing the National Society of Colonial Dames in charitable governance. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan services, combining proprietary and third-party strategies with both discretionary and non-discretionary management options.
Dino S
Series 63, Series 66
Bayonne, NJ
&PARTNERS
Dino Stanisic is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
3 advisors near New York, NY
Based on your filters