Top financial advisors in Farmingdale, NY
We’ve curated a list of the best financial advisors in Farmingdale, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$135,000,000
Number of advisors
5 advisors
| $135,000,000 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Farmingdale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Farmingdale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Financial Advisor Network, Inc.
Financial Advisor Network, Inc., established in 1992 by John Trotta, is a registered investment adviser based in New York. The firm manages client accounts on a discretionary basis, utilizing Investment Policy Statements tailored to client objectives. With approximately $146 million in client assets as of December 31, 2024, the firm offers services such as retirement planning, tax preparation, and accounting. Clients are charged asset-based fees ranging from 0.50% to 1.25%, billed in advance covering a four-month period. The firm does not engage in wrap fee programs and treats cash as an asset class. Investment strategies include long-term buy/hold strategies with a focus on individual stocks and index funds. Clients must have a minimum account size of $250,000 per household to open an account. Financial Advisor Network, Inc. acts as a fiduciary when recommending retirement plan rollovers, ensuring clients' best interests. The firm does not charge performance-based fees and provides portfolio management services to individuals and high net worth individuals. Clients have investment discretion, with the firm reviewing accounts regularly and voting client securities. The firm's Chief Compliance Officer, Sandra D’Andrea, oversees compliance. John Trotta, Leslie A. Braun, and David Siegfried are affiliated with the firm, providing accounting services alongside advisory services. The firm's fee structure, investment strategies, and commitment to client interests are detailed in its brochure.
$135,000,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Farmingdale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Farmingdale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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