Bohemia, NY Veterans Memorial Hwy. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$245,376,655,958
ClientsTotal clients
801,652
AdvisorsAdvisors at this office
3
Of 10,209 advisors across 5,115 offices
Location
3920 Veterans Memorial Hwy. Suite 1
Bohemia NY 11716
Advisors at this office
3
Advisors at this office
Michael B
Series 66
Bohemia, NY
Cetera
Michael Boccio is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has worked previously at American Portfolios and OSAIC. He is also a financial professional at North Ridge Wealth Planning, where he provides administrative support and customer service. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.
Joshua E
Series 66, Series 63
Bohemia, NY
Cetera
Joshua Elkin is a financial professional with 10 years of industry experience, currently with Cetera since 2024. He holds the Series 63 and Series 66 designations and has prior experience at American Portfolios and Molloy College. In addition to his advisory role, he is involved in fixed insurance sales and operates under the financial services DBA North Ridge Wealth Planning. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios and bespoke strategies, supported by over 10,000 advisors and more than $256 billion in assets under management.
George E
Series 63, Series 66
Bohemia, NY
Cetera
George Elkin is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for 23 years. Outside of his advisory role, he is also involved as an insurance agent selling life and annuities. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management services through a multi-manager platform with access to both affiliated and third-party managers.
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