Find Top Financial Advisors in Latham, New York

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in Latham, New York
Last Updated - 18-Mar-2023

Latham has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 31 non-vetted advisors in your local area. These financial advisors in Latham, New York have an average of 14 years of experience.

NOTE: The list of financial advisors in Latham, New York mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Latham, New York.

Qualified Financial Advisors in Latham, New York
Financial Advisor Experience AUM Minimum Assets Fee Structure
Bryant Asset Management
1280 New Scotland Road,
Slingerlands, NY 12159
14 $400 million Not Specified Not Specified

Information on Qualified Financial Advisors in Latham

Qualifications CRD# 5524806
Firm CRD# 8032
Series 6, 7, 24, 51, 63

Compensation/Fee Commissions, Flat Fee, Based on Assets

Office Location 1280 New Scotland Road,
Phone Number 518-963-5800

About Bryant Asset Management

We provide great service: Our entire team of financial advisors and staff are dedicated to our clients success and wellbeing. Leveraging the latest technology coupled with old-fashioned personal service, we do our very best to exceed our clients expectations every single day. We educate: We do much more than manage our clients money. We help them build a path to financial success and realization of their life goals through ongoing education and behavioral coaching. We give back: We are a locally-owned firm dedicated to giving back to our community through our Bryant Asset Generations Grant program, sponsorship of the annual Delmar Dash, and ongoing support of numerous charities and community organizations. Reid Prinzo is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Reid Prinzo is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Reid Prinzo is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Reid Prinzo is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Top Financial Advisor Firms in Latham, New York (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
14 Plaza Drive , Suite 102,
Latham, NY 12110
$617,682,436 60 A percentage of AUM
Fixed fees
623 New Loudon Road,
Latham, NY 12110
$361,087,277 944 A percentage of AUM
Hourly charges
Fixed fees
930 Albany Shaker Road , Ste 104,
Latham, NY 12110
$106,635,049 447 A percentage of AUM
Hourly charges
950 New Loudon Road , Suite 105,
Latham, NY 12110
$51,504,799 103 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Latham, New York*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1212 Troy Schenectady Road, Latham, NY  12110 518-386-2900
    David Jon Mikula
    Inquire with David
    1212 Troy Schenectady Road, Latham, NY  12110 518-386-2957
    Thomas J. Dwyer and T.J. Dwyer Jr.
    Inquire with Thomas
    1212 Troy Schenectady Road, Latham, NY  12110 518-386-2900
    Thomas Dwyer
    Inquire with Thomas
    1212 Troy Schenectady Road, Latham, NY  12110 518-386-2906
    Stephanie H Belles
    Inquire with Stephanie
    1212 Troy Schenectady Road, Latham, NY  12110 518-386-2927
    John V Rawson III
    Inquire with John
    1212 Troy Schenectady Road, Latham, NY  12110 518-386-2959
    Fazio / Schmitz / Sheehan Group
    Inquire with Fazio
    1212 Troy Schenectady Road, Latham, NY  12110 518-386-2901
    James K Meisner
    Inquire with James
    1212 Troy Schenectady Road, Latham, NY  12110 518-386-2908
    Jeffrey M Hollander
    Inquire with Jeffrey
    1212 Troy Schenectady Road, Latham, NY  12110 518-386-2922
    Mary Irish
    Inquire with Mary
    1212 Troy Schenectady Road, Latham, NY  12110 518-386-2912
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