Find Top Financial Advisors in Rye
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Rye. 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.
Qualifications of Financial Advisor in Rye
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 Rye, New York | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Nels Wangensteen, MayTech Global Investments |
950 Third Avenue, New York, NY 10022 |
(212) 899-2737 |
| Gregory Manto, Iron Birch Advisors |
767 Third Avenue, 38th Floor, New York, NY 10017 |
(212) 759-2022 |
| Peter Levine, CFP®, ChFC®, CLU®, Ameriprise Financial Services, Inc. |
481 8th Avenue, New York, NY 10001 |
(212) 967-1428 |
| Stephen Sassi, Edelman Financial Services, LLC |
406 Forest Ave., Staten Island, NY 10301 |
(888) 752-6742 |
Information on Qualified Financial Advisors in Rye
Qualifications
CRD# 285985
FirmCRD# 285985
Office Location
950 Third Avenue,
18th Floor,
New York,
NY 10022
Phone Number
(212) 8992737
About MayTech Global Investments
MayTech Global Investments, LLC, launched in January 2017, is an SEC Registered Investment Advisor. The founding partners own 100 percent of the firm, including a 35 percent woman-owned stake. The investment team, based in New York, has been investing globally on average for more than 20 years.
Qualifications
CRD# 2724748
FirmCRD# 6363
Series 7, 24, 63, 65
Compensation/Fee
I am a fee-based financial professional, Based on Assets
Office Location
767 Third Avenue, 38th Floor,
New York,
NY 10017
Phone Number
(212) 7592022
About Iron Birch Advisors
Iron Birch Advisors is a subsidiary of Ameriprise. We run this organization as a boutique practice with personalized care and attention. We attempt to meet with every client at least quarterly and a much larger in depth meeting, annually. Prior to becoming a client, several meetings are generally necessary to asses ones needs, appetite for risk and the goals of the individual and/or family.
Qualifications
CRD# 4022345
FirmCRD# 6363
Series 7, 63, 64
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee
Office Location
481 8th Avenue,
Suite 507,
New York,
NY 10001
Phone Number
(212) 9671428
About Ameriprise Financial Services, Inc.
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you plan to reach your financial goals through a personal relationship based on personalized, knowledgeable advice. Advisor is licensed/registered to do business with U.S. residents only in the states of CA, CT, DE, FL, IN, IL, IA, NJ, NY, PA. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. Ameriprise Financial can not guarantee future financial results
| List of Additional Financial Advisors in or around Rye, New York | |
| United Capital Financial Advisers, LLC | Westport, CT |
| Gamco Asset Management Inc. | Rye, NY |
| Teton Advisors, Inc. | Rye, NY |
| Ameriprise Financial Services, Inc. | Harrison, NY |
| DPC Management, LLC | Ramsey, NJ |
| Regency Wealth Management | Ramsey, NJ |
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