Financial advisers in Hauppauge, New York
20 profiles with reported offices in Hauppauge, New York. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Henry MontagInvestment adviser representativeLebenthal Global AdvisorsCRD 832513
- Dominick TavellaPresident, Owner, Managing MemberLebenthal Global AdvisorsCRD 1069864
- Thomas KatovitzChief ComplianceLebenthal Global AdvisorsCRD 1136616
- John RomanoInvestment adviser representativeCFM AdvisorsCRD 1328361
- Michael MontelliInvestment adviser representativePartners Capital ServicesCRD 1930904
- Frank PalumboInvestment adviser representativePartners Capital ServicesCRD 2165975
- Edward CahillPresidentPartners Capital ServicesCRD 2310758
William BonacciInvestment adviser representativeCFM AdvisorsCRD 2361521- John GardiniShareholderPartners Capital ServicesCRD 2408960
- Thomas JudgeInvestment adviser representativePartners Capital ServicesCRD 2730426
- Guy GorhamInvestment adviser representativePartners Capital ServicesCRD 2846190
- Robert DahrougInvestment adviser representativePartners Capital ServicesCRD 4249741
- Philip TavellaInvestment adviser representativeLebenthal Global AdvisorsCRD 4838164
- Nicholas CappelloInvestment adviser representativeLebenthal Global AdvisorsCRD 5868066
- Michael TavellaChief Financial OfficerLebenthal Global AdvisorsCRD 6106362
- Steven SchneiderChief Compliance OfficerPartners Capital ServicesCRD 6205010
- Lawrence JustInvestment adviser representativePartners Capital ServicesCRD 6285669
- Michael PanellaInvestment adviser representativeCFM AdvisorsCRD 6791835
- Anthony SantoInvestment adviser representativePartners Capital ServicesCRD 7005813
- Jonathan SchottInvestment adviser representativeLebenthal Global AdvisorsCRD 7735109
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.