Hampton Bays, NY Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,448 advisors across 2,959 offices

Location

332 West Montauk Highway, Suite 4

Hampton Bays NY 11946

Advisors at this office

3

Advisors at this office

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Ryan C

Series 66

Hampton Bays, NY

Raymond James Financial

Ryan Cooper is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at KL Wealth Strategies, North East Financial Network, and Park Avenue Securities, as well as experience in hospitality and education. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary advisory services that support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Nicholas T

Series 66

Hampton Bays, NY

Raymond James Financial

Nicholas Toscano is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Dime Community Bank. Toscano has also been involved with educational institutions such as Stony Brook University and the University of Tampa. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining unique affiliations that enhance its municipal and public finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kelli Ann L

Series 66

Hampton Bays, NY

Raymond James Financial

Kelli Ann Lanino is a financial advisor with Raymond James Financial in Hampton Bays, NY, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James Financial Services since 2011. Lanino is also the owner of KL Wealth Strategies LLC and serves as a Certified Divorce Financial Analyst through her involvement with East End Divorce Planning LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, employing risk profiling and analytical tools to support client decision-making.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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