Wantagh, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
2
Of 12,719 advisors across 4,078 offices
Location
Wantagh NY
Advisors at this office
2
Advisors at this office
John L
Series 66
Wantagh, NY
Ameriprise
John Lantier is a financial advisor with Ameriprise in Wantagh, NY, holding a Series 66 designation and having two years of industry experience. His prior work includes roles with Copley Financial Group, the Law Office of Marina Moreno, and the New York Islanders, as well as service in the United States Marine Corps. He has held teaching positions at SUNY Old Westbury and Nassau Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing investment research and algorithmic tools to provide tailored recommendations.
Michael M
Series 66, Series 63
Wantagh, NY
Ameriprise
Michael Mc Carty is a financial advisor at Ameriprise with Series 66 and Series 63 designations and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at BoostEd Finance from 2019 to 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
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