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5 advisors near New York, NY
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Simon B
Series 66
Brooklyn, NY
Thrivent Investment Management
Simon Blattstein is a financial advisor at Thrivent Investment Management in Brooklyn, NY, with three years of industry experience. He holds the Series 66 designation and previously worked in various roles at Thrivent Financial and Binghamton University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. Their services include retirement, tax, estate, and special needs planning, with options to combine planning with managed-account programs under consolidated billing.
Carter P
Series 66
New York, NY
Thrivent Investment Management
Carter Pike is a financial advisor at Thrivent Investment Management in New York, NY, holding a Series 66 designation with one year of industry experience. His background includes roles at Thrivent Financial and a prior position at Golf Park Coffee Co. He has also been involved with Liberty University and its Center for Financial Literacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across a broad range of financial topics, with options to combine planning and managed-account services under a consolidated billing system called WealthPlan.
Javarne S
Series 66
Orange, NJ
Thrivent Investment Management
Javarne Smith is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to joining Thrivent, Smith held roles at J.P. Morgan Chase Bank, New York Life, and other firms. Outside of the financial industry, Smith serves as Secretary of the Essex County Chapter and Chair of the Faith-Based Committee for the Jamaica Organization of New Jersey, a nonprofit focused on supporting Caribbean residents and new immigrants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. Their approach includes customizable planning combined with managed-account options under a consolidated billing structure.
Ezekiel H
Series 66
Brooklyn, NY
Thrivent Investment Management
Ezekiel Hurd is a financial advisor with Thrivent Investment Management in Brooklyn, NY, holding a Series 66 credential. He has experience at Fitch Ratings and has been with Thrivent since 2025. Prior to his financial career, he worked in education and tutoring roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing system.
Betty P
Series 63, Series 66
Maspeth, NY
Thrivent Investment Management
Betty Pence is a financial advisor at Thrivent Investment Management with 29 years of industry experience. She has held her current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. She holds Series 63 and Series 66 credentials. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
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5 advisors near New York, NY
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