Top advisors in New York
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing complex finances in New York, you might need an advisor who understands the local market and regulations. Without this, you risk missing opportunities or facing unexpected tax consequences.
- Local tax knowledge. Confirm how they navigate New York's unique tax rules, including state and city taxes that can affect your investments.
- High-net-worth experience. If your assets are substantial, ask how they handle wealth preservation and growth strategies tailored to your financial scale.
- Firm resources. Large firms may offer broader services and support; inquire how this benefits your planning and execution.
- Fee structure clarity. Flat-fee advisors charge a set amount, so understand what services are included and how that fits your needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott M
Series 63, Series 65
New York, NY
Morgan Stanley
Scott Mahoney's 34 years of experience and Series 63 and 65 credentials equip him to navigate New York's complex financial landscape, including estate planning guidance. As part of Morgan Stanley, a large firm offering extensive advisory programs and investment resources, he provides access to broad services that may benefit clients seeking comprehensive support compared to smaller firms.
Experience: 34 years
Avg account: $670,481
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Sally H
Series 63, Series 65
New York, NY
Seasons of Advice Wealth Management
Sally Hyman is well-equipped to assist with complex financial needs in New York, leveraging 42 years of experience and expertise in charitable giving and business exit strategies, which are valuable for high-net-worth clients navigating local tax and wealth preservation challenges. Her independent status at Seasons of Advice Wealth Management, a firm offering comprehensive planning and discretionary portfolio management, distinguishes her by combining personalized service with a structured life-cycle investment approach.
Experience: 42 years
Avg account: $1,365,716
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Chase N
Series 66
New York, NY
Wells Fargo Clearing
Chase Nadell is equipped to assist with complex financial needs in New York, leveraging his 13 years of experience and Series 66 designation while serving high-net-worth clients through Wells Fargo Clearing. His affiliation with a large firm offers access to extensive resources and a flat-fee structure with clear payment terms, distinguishing him from advisors who may have different fee models or smaller firm support.
Experience: 13 years
Avg account: $475,575
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Timothy E
Series 66
New York, NY
First Manhattan Co. LLC
Timothy Egan is equipped to manage complex finances in New York with expertise in wealth management, tax-loss harvesting, and passive/index investing, supported by his Series 66 designation and experience at major firms like Morgan Stanley. Working at First Manhattan Co. LLC, a large firm serving high-net-worth clients, he offers a research-driven, value-focused investment approach with a 1.20% active equity fee, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 3 years
Avg account: $5,577,808
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Solomon D
Series 63, Series 66
Brooklyn, NY
J.P. Morgan Securities
Solomon Dayan is equipped to manage complex finances in New York, leveraging 14 years of experience and expertise in wealth management, particularly for executives and business owners. Operating within J.P. Morgan Securities, a large firm offering institutional consulting and comprehensive investment services, he provides a 0.30% annual AUM fee structure, which may appeal to clients seeking robust resources and tailored strategies in the local market.
Experience: 14 years
Avg account: $318,381
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