Hauppauge, NY Office

Team
Updated today

Client AUM

$22,582,544,651

Clients

37,047

Advisors

8

Of 1,159 advisors across 158 offices

Location

888 Veterans Memorial Hwy, Suite 400

Hauppauge NY 11788

Advisors at this office

8

Advisors at this office

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Lawrence H

Series 63, Series 65

Hauppauge, NY

Oppenheimer

Lawrence Harkavy is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002, totaling 24 years at the firm. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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John W

Series 63, Series 65

Hauppauge, NY

Oppenheimer

John West is a financial advisor with Oppenheimer in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002. Outside of his advisory role, he serves as a board member and chair of the Stewardship committee at St. John's Church in Huntington, NY. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client solutions.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Paul R

Series 63, Series 65

Hauppauge, NY

Oppenheimer

Paul Romanello is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Hauppauge, NY. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Michael M

Series 63, Series 65

Hauppauge, NY

Oppenheimer

Michael Mc Murray is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Janney Montgomery Scott and UBS Financial Services. He has been with Oppenheimer since 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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James C

Series 66

Hauppauge, NY

Oppenheimer

James Collins is a financial advisor with Oppenheimer, holding a Series 66 designation and 28 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, managing assets through discretionary and non-discretionary programs.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Shane F

Series 66

Hauppauge, NY

Oppenheimer

Shane Fugger is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer in 2023, he worked at Rosemark Advisors for four years and held various roles including at Farmingdale State College and Outback Steakhouse. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services, including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored by program and advisor and manages approximately $36.7 billion in assets as of the end of 2025.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Jason H

Series 66

Hauppauge, NY

Oppenheimer

Jason Huang is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Prior to that, he held roles at Northwestern Mutual Life Insurance Company, Premier Financial Alliance, and Henry Schein Inc. Huang serves as board treasurer for Asian American Dream, Inc., a nonprofit organization. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, and fixed-income and equity strategies.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Lisa S

Series 66, Series 63

Hauppauge, NY

Oppenheimer

Lisa Stigliano is a financial advisor at Oppenheimer with one year of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Oppenheimer, she worked at Flories Finales and has experience in the culinary field with the Institute of Culinary Education and Hummel Hummel Bakeshop. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services, including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
View complete list of advisors at this office
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