Top financial advisors in Uniondale, NY
We've curated a list of the best financial advisors in Uniondale, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $7,558,886,325 Number of advisors 54 advisors | |||
| 2 | Assets under management $14,485,556 Number of advisors 65 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 generate our top financial advisors list in Uniondale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Uniondale. 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.
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.
Arbor Realty Collateral Management, LLC
Arbor Realty Collateral Management, LLC (ARCM) is a collateral and loan obligation manager established in 2005, providing advisory, administrative, and monitoring services for collateralized loan obligations (CLOs) such as Arbor Realty Commercial Real Estate Notes. ARCM, a registered investment adviser, is a subsidiary of Arbor Realty SR, Inc., a real estate investment trust. ARCM manages CLO portfolios to meet payment obligations and optimize returns. The firm also advises private funds investing in preferred equity in multifamily properties. ARCM's services include determining investments, negotiating with obligors, and managing portfolios. As of December 31, 2024, ARCM manages $5.8 billion in CLO assets on a discretionary basis and $70 million in private fund assets on a non-discretionary basis. Fees for CLO services are based on assets under management and detailed in client agreements. ARCM does not accept performance-based fees or manage accounts with conflicting fee structures. The firm's investment strategies involve managing risks inherent in collateral debt securities and preferred equity investments. ARCM has discretion over client investments, conducts regular account reviews, and does not receive compensation for client referrals. The firm does not vote client securities, uses no broker-dealers for transactions, and has custody of client funds for pooled investment vehicles. ARCM is not a state-registered adviser and maintains high ethical standards through a Code of Business Conduct and Ethics.
$7,558,886,325 under management
54 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
Joseph Gunnar & Co., LLC
Christopher A. Toro is a Registered Representative and Investment Adviser Representative at Joseph Gunnar & Co., LLC since August 2014. He previously worked at National Asset Management, Inc. and National Securities. Mr. Toro has no disciplinary disclosures and does not engage in other business activities outside of his role at Joseph Gunnar & Co., LLC. As a Registered Representative, he may recommend securities or insurance products and receive customary commissions. Clients are not obligated to purchase securities products through him. Mr. Toro does not receive economic benefits from non-clients. In terms of supervision, advice provided is limited by Joseph Gunnar & Co., LLC's restrictions and internal decisions on investment types. Periodic reviews are conducted to ensure advice aligns with client objectives. Christopher A. Toro does not have any reportable arbitration claims, civil, self-regulatory organization, or administrative proceedings, and has not been subject to a bankruptcy petition.
$14,485,556 under management
65 advisors
Fee structure
A percentage of assets under your management
SHARE IN FEES PAID TO TPMMS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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 generate our top financial advisors list in Uniondale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Uniondale. 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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