Top financial advisors in Locust Valley, NY
We've curated a list of the best financial advisors in Locust Valley, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $67,830,230 Number of advisors 3 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.
Get matched with an advisorMethodology
To find the top financial advisors in Locust Valley, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Buckram Securities Ltd
Buckram Securities Ltd. is a financial advisory firm established in 2003 and registered with the U.S. Securities and Exchange Commission (SEC). The firm offers a range of financial services, including securities brokerage, insurance agency services, and investment advisory services through its Buckram Wealth Management Program. Clients have the option to transition to a wrap fee structure, where a single asset-based fee covers advisory services and transaction charges. The firm exercises discretionary authority over client accounts, making investment decisions without prior client consent, although clients can impose reasonable restrictions. There is no minimum account size requirement, and clients include individuals, high net worth individuals, retirement accounts, and trusts. Buckram Securities' investment strategies include fundamental and technical analysis, long-term and short-term purchases, and margin transactions. The firm's Financial Consultants use various sources for analysis and have access to research tools like Morningstar and Standard & Poor's. Buckram Securities' fee structure is based on a percentage of assets under management, with a flat annual fee for accounts under $50,000. The firm waives most brokerage charges for wrap fee clients and discloses potential conflicts of interest, such as receiving Rule 12b-1 fees from mutual funds. Clients receive quarterly reports detailing account performance, activity, holdings, and fees. The firm has a Code of Ethics, periodic review processes, and does not accept proxy voting responsibility for client securities. Buckram Securities has no bankruptcy history and no solicitor or referral arrangements with third parties.
$67,830,230 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
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.
Get matched with an advisorMethodology
To find the top financial advisors in Locust Valley, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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