WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisors in Mahopac, New York | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Dominick Santoro LPL Financial |
83 Wooster Heights Road, Danbury, CT 06810 |
(203) 431-2224 |
| Nick Friedman Edelman Financial Engines, LLC |
10 Bank Street, White Plains, NY 10606 |
(914) 618-3002 |
| Fred Stupart Eaglestone Capital Management LLC |
119 Midland Ave, Bronxville, NY 10708 |
(914) 413-8876 |
| Rick Mueller Edelman Financial Engines, LLC |
650 From Road, Paramus, NJ 07652 |
(201) 575-4878 |
| Chris Sosa Edelman Financial Engines, LLC |
340 Madison Avenue, New York, NY 10173 |
(646) 779-2102 |
| Emil Ben-David Edelman Financial Engines, LLC |
1130 RXR Plaza, Uniondale, NY 11556 |
(516) 252-1413 |
| Jim Furlong Edelman Financial Engines, LLC |
360 Bloomfield Avenue, Windsor, CT 06095 |
(413) 271-1147 |
Qualifications
CRD# 4897645
Series 7, 24, 63, 65
Office Location
83 Wooster Heights Road,
Suite 125,
Danbury,
CT 06810
Phone Number
(203) 4312224
Dominick Santoro brings a wealth of experience and expertise to his clients, helping successful individuals and business owners with sensible investment strategies, comprehensive financial planning, wealth preservation and transfer, long-term care (including Connecticut Partnership for Long-Term Care), and business retirement plans. Dominick started his practice with Morgan Stanley (formerly Smith Barney Citigroup) in Westport, Connecticut in 2004. Prior to his career as a Financial Advisor, Dominick held several management positions in corporate accounting and finance with corporations including PepsiCo, Dictaphone, and Coldwell Banker. He holds both a Bachelors of Science degree in finance and an MBA degree with concentrations in investment management & financial planning, and corporate accounting from the University of Connecticut.
LPL Financial is the largest independent brokerage firm in the United States. If you are looking for a financial advisor that listens, puts your interests first, and provides advice and solutions custom tailored to your needs, then you've come to the right place. In today's world, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. I believe no two individuals are the same. There are no "cookie cutters" in my practice. Everyone has a unique set of needs and life goals and therefore requires custom advice, investments, and planning tailored to your circumstances. I also understand that the desire not to lose one's nest egg and not outliving your resources is as important as the desire to grow one's investments? Whether you are looking to grow or preserve, or a combination of both, I can help.
Qualifications
CRD# 5465081
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
10 Bank Street,
White Plains,
NY 10606
Phone Number
(914) 6183002
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Delaware.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 4573816
FirmCRD# 297958
Series 63, 65
Office Location
119 Midland Ave,
Bronxville,
NY 10708
Phone Number
(914) 4138876
Fred Stupart founded Eaglestone Capital in 2012 following a 20 year career working in the capital markets as a lawyer, private equity investor and a banker. Most recently he worked at Morgan Stanley in New York during the tumultuous 2009 - 2012 period which saw violent price movements in U.S. securities in response to a debt crisis in Europe, dysfunction in Washington and a downgrade of U.S. sovereign credit. While extreme, this environment was yet another example of the capital markets taking a wise idea and turning it into a foolish one through endless replication. Eaglestone Capital was founded to give investors the opportunity to invest alongside a manager seeking reasonable returns from value priced U.S. securities with experience across the spectrum of debt and equity. Fred has an MBA from The Wharton School, a law degree from Osgoode Hall Law School in Toronto and a BA(Hons) Economics from Queen's University at Kingston, Ontario. He has won numerous awards. At The Wharton School he was on the Director's List for academic achievement and won the Robert E. Linneman Memorial Fellowship. At Queen's University he graduated with the highest cumulative GPA in Economics, winning the Gold Medal.
Eaglestone Capital Management LLC is an independent privately held investment manager based in Bronxville, New York. We seek to generate long term income and capital appreciation for our clients using a unique value focused investment process.
Qualifications
CRD# 1141204
FirmCRD# 104510
Series 6, 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
650 From Road,
Paramus,
NJ 07652
Phone Number
(201) 5754878
Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1992. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Business from Farleigh Dickinson University.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5130180
FirmCRD# 104510
Series 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
340 Madison Avenue,
New York,
NY 10173
Phone Number
(646) 7792102
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics and Business from Randolph Macon College and Master of Business Administration in Finance from Fordham University.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5723861
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
1130 RXR Plaza,
Uniondale,
NY 11556
Phone Number
(516) 2521413
Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics from Queens College.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 1921131
FirmCRD# 104510
Series 4, 7, 24, 53, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
360 Bloomfield Avenue,
Suite 301,
Windsor,
CT 06095
Phone Number
(413) 2711147
Joined Edelman Financial Engines in 2005. Began his career in the financial services industry in 1980. Successfully completed the Series 4, 7, 24, 53, 63, and 65 examination(s) administered by FINRA. Board member of The Adoptive Parents Committee and President of the Enfield Dolphins Recreational Swim Team. Hometown is Bay Shore, N.Y. Married to Susan. They have five children: Shawn Marie, Michael, John, Allison, and Robert.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
| List of Additional Financial Advisors in or around Mahopac, New York | |
| Regency Wealth Management | Ramsey, NJ |
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