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3 advisors near New York, NY
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Robert P
Series 63
New York, NY
The AmeriFlex Group
Robert Peller is a financial advisor with The AmeriFlex Group, holding a Series 63 designation and bringing 26 years of industry experience. His prior roles include positions at Kestra Advisory, Cetera, and Premier Exhibitions Inc. Outside of his advisory work, he serves as treasurer of the Peller Family Foundation and manages a tax and accounting firm, Peller and Company, LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
Ryan W
Series 66
New York, NY
The AmeriFlex Group
Ryan Wrynn is a financial advisor with The AmeriFlex Group and holds the Series 66 designation. He has been active in the industry since 2024, with prior experience at firms including Cambridge Investment Research, Kestra Advisory, and Wealthspire Advisors. Outside of finance, Ryan has experience in the hospitality and sports sectors. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of advisory affiliates and multiple program platforms.
Bryan D
Series 63, Series 65, Series 66
New York, NY
The AmeriFlex Group
Bryan Duffy is a financial advisor at The AmeriFlex Group with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including Cambridge Investment Research, Kestra Investment Services, and Cetera. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
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3 advisors near New York, NY
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