Merrick, NY 1840 Merrick Ave Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

6

Of 10,217 advisors across 5,115 offices

Location

1840 Merrick Ave

Merrick NY 11566

Advisors at this office

6

Advisors at this office

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Eric M

Series 63, Series 65

Merrick, NY

Cetera

Eric Moore is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kestra Advisory and LPL Financial. Moore is also involved in managing several businesses related to financial advisory and insurance, as well as owning a commercial building used for office space. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services using multiple program structures and affiliated third-party managers.

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

Series 63, Series 65

Merrick, NY

Cetera

Thomas Reagan is a financial professional with 36 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked previously at Kestra Advisory and Kestra Investment Services. In addition to his advisory role, Reagan is an insurance agent selling fixed insurance products and leads Merrick Planning Group, where he focuses on educating and guiding families in financial planning. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that allows advisors to implement various portfolio management strategies across multiple program structures and custodial relationships.

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

Series 63, Series 66

Merrick, NY

Cetera

Eric Harley is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked with firms including JP Morgan Securities and Kestra Advisory Services. Harley is vice president of Merrick Cares For Blue, a nonprofit supporting families of first responders, and serves as a board member for the Association of African American Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

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

Series 66

Merrick, NY

Cetera

Michael Blake Sr. is a financial advisor with Cetera who holds a Series 66 designation and has 13 years of industry experience. His career includes roles at LPL Financial, Kestra Investment Services, and Merrick Financial Group. He is president of Merrick Cares for Blue, a nonprofit supporting law enforcement officers and their communities. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through affiliated and third-party managers.

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

Series 66

Merrick, NY

Cetera

Michael Scordo is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at Northwestern Mutual and has experience in public service roles including the United States Marshals Service and the Pensacola Police Department. Outside of finance, he has been involved with Long Island Baseball. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a large nationwide network of over 10,000 advisors.

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

Series 63, Series 65

Merrick, NY

Cetera

Allison Hudson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at firms including Kestra Advisory and LPL Financial and operates her own financial services and planning businesses. Outside of advisory roles, she serves as treasurer for Merrick Cares, a 501(c)(3) organization supporting law enforcement officers and their communities, and is president of NY Safety Driving, which provides defensive driving classes. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through diverse program platforms and third-party managers.

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
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