Financial advisers in Syosset, NY
4 registered investment adviser firms in Syosset managing $2.1B in assets, based on public SEC Form ADV filings.
Legacy Edge Advisors
Syosset, NY · Est. 2024
Regional
- AUM
- $1.2B
- Per adviser
- $77M
- Advisers
- 16
No reported disclosures
Spirit Of America Management Corp
Syosset, NY · Est. 1997
Regional
- AUM
- $540M
- Per adviser
- $17M
- Advisers
- 32
No reported disclosures
4thought Financial Group INC.
Syosset, NY · Est. 2012
Local
- AUM
- $214M
- Per adviser
- $43M
- Advisers
- 5
No reported disclosures
Old Bridge Wealth, INC
Syosset, NY · Est. 2024
Local
- AUM
- $144M
- Per adviser
- $48M
- Advisers
- 3
No reported disclosures