Financial advisers in Locust Valley, NY
4 registered investment adviser firms in Locust Valley managing $1.7B in assets, based on public SEC Form ADV filings.
Platform Technology Partners
Locust Valley, NY · Est. 2019
Local
- AUM
- $1.2B
- Per adviser
- $137M
- Advisers
- 9
No reported disclosures
Bostwick Capital LLC
Locust Valley, NY · Est. 2014
LocalInternational
- AUM
- $245M
- Per adviser
- $123M
- Advisers
- 2
No reported disclosures
Buckram Securities Ltd
Locust Valley, NY · Est. 2017
Local
- AUM
- $117M
- Per adviser
- $59M
- Advisers
- 2
No reported disclosures
Bruderman Private Wealth
Locust Valley, NY · Est. 2022
LocalInternational
- AUM
- $79M
- Per adviser
- $20M
- Advisers
- 4
No reported disclosures