A complete list of active advisors currently associated with Dumont & Blake Investment Advisors LLC

Warmer can help you find a great advisor at Dumont & Blake Investment Advisors LLC or one who fits your needs even better.

Dumont & Blake Investment Advisors provides discretionary and non‑discretionary portfolio management for individuals, pension and profit‑sharing plans, trusts, and business entities, primarily managing equity, fixed income, and balanced portfolios. The firm reports approximately $562 million in assets under management and holds client assets at qualified custodians. Its investment process combines a multi‑discipline equity framework with ETF, dividend/yield, and tactical strategies, using fundamental, valuation and technical analysis to construct diversified, sector‑aware portfolios. The firm also operates through third‑party managers—both engaging sub‑advisors to manage portions of client accounts and serving as a sub‑advisor to other advisers—which affects how it implements and monitors client mandates. Distinctive operational details in the brochure include sponsorship of a wrap‑fee program and contractual sub‑advisory relationships, a householding option for related accounts, and disclosure of margin use and trustee/co‑trustee arrangements that may trigger independent PCAOB surprise examinations. The firm emphasizes investment management services rather than financial planning and notes recent establishment of dedicated investment office oversight.

To learn more about the advisors currently working at Dumont & Blake Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.