Huntington Station, NY East Jericho Turnpike Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

6

Of 10,209 advisors across 5,115 offices

Location

720 East Jericho Turnpike

Huntington Station NY 11746

Advisors at this office

6

Advisors at this office

user avatar

Olivier A

Series 63

Huntington Station, NY

Cetera

Olivier Allain is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. Prior to joining Cetera in 2025, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 10 years. Outside of his advisory role, Allain also works as a real estate agent with Charles Rutenberg Realty, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that 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 consulting services through a multi-manager platform, with access to various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Douglas A

Series 63

Huntington Station, NY

Cetera

Douglas Abbate is a financial advisor with Cetera who holds a Series 63 designation and has 22 years of industry experience. He previously worked for Cambridge Investment Research, Inc. for 10 years before joining Cetera in 2025. Abbate is also the owner of Investwithdoug.com, a marketing website. 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 multi-manager platform, providing access to affiliated and third-party money managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Christopher R

Series 63

Huntington Station, NY

Cetera

Christopher Renna is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 63 designation and has worked previously at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 10 years. In addition to his advisory role, Renna serves as a branch manager at Conservative Wealth. Cetera Investment Advisers LLC is an SEC-registered firm that offers services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Darwin F

Series 63

Huntington Station, NY

Cetera

Darwin Falcon is a financial advisor at Cetera with eight years of industry experience. He holds a Series 63 designation and previously worked at Cambridge Investment Research Advisors and Relamit. He is also involved as an associate with Conservative Wealth Management LLC, a financial services business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering model portfolios, third-party manager selection, and customized strategies, managing over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Peter B

Series 63

Huntington Station, NY

Cetera

Peter Beneke is a financial advisor with Cetera, holding a Series 63 designation and bringing 38 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his primary advisory roles, he provides notary services and maintains a minimal role as a financial professional with New York Retirement Planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored 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 both affiliated and third-party managers across diverse program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Joseph P

Series 63

Huntington Station, NY

Cetera

Joseph Perri is a financial advisor at Cetera with 28 years of industry experience. He holds a Series 63 designation and previously worked for Cambridge Investment Research Advisors, Inc. for 10 years before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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")