Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

5,776 advisors near
07065

Out of 400,000+ nationwide

user avatar
firm logo

Julyan S

Series 65, Series 63

New York, NY

Citigroup Global Markets

Julyan Santos is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Citigroup in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Sean S

Series 66

New York, NY

Citigroup Global Markets

Sean Sullivan is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and the US Commodities Futures Trading Commission. He has held positions related to finance and business at American University and engaged with the Cancer Support Community. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Christopher C

CFP®, Series 66

Morristown, NJ

Private Advisor Group, LLC

Christopher Camburn is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He has prior experience with LPL Financial and Wells Fargo Clearing. Camburn is also involved in providing financial planning, portfolio management, pension consulting, and educational seminars through his registered investment advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and a range of managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal setting with portfolio management and selections from third-party strategists, utilizing various investment methods and technology platforms.

Annuities Founder/Business Owner
user avatar
firm logo

Carlton L

Series 66

New York, NY

Citigroup Global Markets

Carlton Light is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across wealth segments, offering a range of investment advisory programs, brokerage execution, and custody services. Citigroup Global Markets employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, providing access to a variety of investment vehicles including separately managed accounts, mutual funds, ETFs, and alternative products.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Xiao Qin K

Series 66

New York, NY

Citigroup Global Markets

Xiao Qin Komischke is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 66 designation and has previously worked at several firms including Cetera Investment Advisors, Cathay Bank, and Raymond James Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with brokerage and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Stephen H

Series 65, Series 63

New York, NY

Wealth Enhancement Advisory Services, LLC

Stephen Hodgetts is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 credentials and 12 years of industry experience. His prior roles include positions at First Capital Advisors Group, McAdam LLC, and VOYA Financial Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar
firm logo

Nikoll T

Series 65, Series 63

New York, NY

Citigroup Global Markets

Nikoll Tinaj is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and two years of industry experience. Prior to his current role, he worked at Siller & Cohen Family Advisory and has experience in the restaurant industry, including five years at FLAMES Steakhouse and two years at Benjamin Steakhouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Gary S

Series 63, Series 66

Morristown, NJ

Private Advisor Group, LLC

Gary Sluck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he has served as a high school basketball referee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that leverages technology platforms and third-party managers, providing both discretionary and non-discretionary investment solutions.

Annuities Founder/Business Owner
user avatar
firm logo

Amanda A

Series 63, Series 66

New York, NY

Goldman Sachs Wealth Services

Amanda Azzopardi is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Ayco Company LP since 2017, following two years at Aetna. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management utilizing strategic allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integration with the wider Goldman Sachs platform.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Edward H

Series 66

New York, NY

Goldman Sachs Wealth Services

Edward Hughes IV is a financial advisor with Goldman Sachs Wealth Services in New York, NY. He holds a Series 66 designation and has 14 years of industry experience, all of which he has spent with AYCO, Co./Goldman, Sachs & Co. since 2012. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
user avatar
firm logo

Charles C

Series 66

New York, NY

Hornor, Townsend & Kent, LLC

Charles Chomali is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Penn Mutual Life Insurance Company. In addition to his advisory role, he is engaged in insurance brokerage activities related to Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement plan consulting. The firm offers both SEC-registered advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.

Business succession planning Wealth management
user avatar
firm logo

Icaro D

Series 63, Series 66

New York, NY

Citigroup Global Markets

Icaro De Santana Pazeti is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including security pricing and swap dealing.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

James C

Series 66

New York, NY

Hornor, Townsend & Kent, LLC

James Cooney is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. He holds the Series 66 credential and has worked at Hornor, Townsend & Kent since 2017, previously spending three years at MetLife Securities. Outside of his advisory role, he is active in multi-line insurance brokerage through several enterprises including Empire Wealth Strategies and 1847 Financial, where he focuses on insurance sales and service with multiple carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, including custody and execution capabilities, and manages a substantial portfolio of discretionary and non-discretionary assets.

Business succession planning Wealth management
user avatar
firm logo

Christopher B

Series 66

New York, NY

Citigroup Global Markets

Christopher Brunner is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022. Prior to joining Citigroup, he was employed at Trader Joe's from 2018 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains distinctive market roles including operating as a security-based swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Ajit S

Series 66

New York, NY

Citigroup Global Markets

Ajit Sequeira is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and 1 year of industry experience. He has been with Citigroup since 2011 in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including functioning as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Patrick S

CFP®, ChFC®, Series 63

Morristown, NJ

Private Advisor Group, LLC

Patrick Sullivan is a financial advisor with Private Advisor Group, LLC, holding CFP®, ChFC®, and Series 63 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 1997 and has been affiliated with Private Advisor Group since 2011 and PAG Financial since 2020. Sullivan also consults with a private equity firm on matters related to broker-dealer and RIA operations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party managed account solutions using various investment strategies and technology platforms.

Annuities Founder/Business Owner
user avatar
firm logo

Nicolas C

Series 66

Morristown, NJ

Private Advisor Group, LLC

Nicolas Carrion is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and two years of industry experience. Prior to joining Private Advisor Group, he spent eight years with LPL Financial LLC and has held positions at Pennsylvania State University and The Sagamore Resort. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Annuities Founder/Business Owner
user avatar
firm logo

Eduardo P

Series 63, Series 65

New York, NY

Citigroup Global Markets

Eduardo Pieta is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Deutsche Bank Securities Inc. and Db Trust Company Americas from 2012 to 2019 before joining Citibank in 2019. Citigroup Global Markets serves individual and institutional clients through multiple wealth management divisions, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, serving a broad client base from workplace investors to ultra-high-net-worth individuals.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Zachary C

Series 66

New York, NY

Citigroup Global Markets

Zachary Cohen is a financial advisor at Citigroup Global Markets with Series 66 credentials and one year of industry experience. His prior experience includes a role at TAG Associates. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Harris C

Series 66

New York, NY

Citigroup Global Markets

Harris Collins is a financial advisor with Citigroup Global Markets holding a Series 66 designation and currently has less than one year of industry experience. His prior roles include positions at JP Morgan Chase, Republic Airways, and multiple engagements affiliated with Purdue University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight committees and manages both discretionary and non-discretionary portfolios, including exposure to alternative and digital-asset products.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")