Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Direct booking

firm logo

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)

6 advisors near New York, NY

Based on your filters

user avatar
firm logo

Hylton D

Series 63, Series 65

Orlando, FL

Stirlingshire Investments

Hylton Davis is a financial advisor at Stirlingshire Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2014. Outside of his advisory role, Davis is involved in accounting and bookkeeping through his ownership of Affordable Accounting Bookkeeping & Taxes LLC and CCLG Global LLC. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm offers a broad range of investment options and employs multiple analytical methods, including quantitative, fundamental, and technical approaches, with both long- and short-term trading strategies.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
user avatar
firm logo

Steven W

Series 63, Series 66

New York, NY

Stirlingshire Investments

Steven Woods is a financial advisor at Stirlingshire Investments with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Worden Capital Management LLC and Laidlaw and Company. In addition to his advisory role, he serves as CEO and Chairman of the Board for Stirlingshire Investments, Inc., the parent company of the affiliated broker-dealer and RIA. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a multi-method investment approach and provides access to a wide range of investment types, with model strategies available through the Advyzon marketplace and no account minimum for advisory services.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
user avatar
firm logo

Robert T

CFP®, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
user avatar
firm logo

Jared G

Series 65, Series 66

New York, NY

Stirlingshire Investments

Jared Goldstine is a financial advisor at Stirlingshire Investments with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, Cistron Investment Advisors, and RBJ Financial Group. Goldstine serves as vice president of First Choice Networking Group, a professional networking organization, on a volunteer basis. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs multiple analytical methods and offers a range of investment types, including mutual funds, ETFs, fixed income, REITs, private placements, and venture/alternative vehicles.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
user avatar
firm logo

Daniel D

Series 63, Series 65

New York, NY

Stirlingshire Investments

Daniel Drahos is a financial advisor with Stirlingshire Investments, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Monmouth Capital Management, Worden Capital Management LLC, and Aegis Capital Corp. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, technical, and modern portfolio theory, and offers access to various investment types such as mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
user avatar
firm logo

Michael C

Series 63, Series 65

New York, NY

Stirlingshire Investments

Michael Collesano is a financial advisor at Stirlingshire Investments with four years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background as the president of Michael Collesano LLM PC, a New York State licensed attorney and real estate broker. He also owns NYC Property Expo Inc., a Manhattan residential real estate brokerage. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities across both non-high-net-worth and high-net-worth segments. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses, offering a range of investment types and model strategies through its Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
Warmer team member

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.

Find your advisor

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")