Financial advisers in Jericho, New York
14 profiles with reported offices in Jericho, New York. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Frank LoriaInvestment adviser representativeLebenthal Global AdvisorsCRD 1409319
- Randolph BelonziInvestment adviser representativeLebenthal Global AdvisorsCRD 1651730
- Andrew FrankInvestment adviser representativeShelter Rock ManagementCRD 2199115
- Michael HartzmanVice President, OwnerLebenthal Global AdvisorsCRD 2216133
- Gary SlavinInvestment adviser representativeLebenthal Global AdvisorsCRD 2474367
- Sean ChaitmanPresident/CEO/Chief Compliance OfficerShelter Rock ManagementCRD 2499707
- Brendan O'BrienManaging Member and Chief Compliance OfficerGold Coast Wealth ManagementCRD 3125421
Paresh ShahOwnerMerkkuri Wealth AdvisorsCRD 4727940- Tom HomesteadInvestment adviser representativeMerkkuri Wealth AdvisorsCRD 5316562
- Amanda KhaitInvestment adviser representativeLebenthal Global AdvisorsCRD 6556149
- Andrew GilmartinInvestment adviser representativeLebenthal Global AdvisorsCRD 6603268
- Scott HartzmanInvestment adviser representativeLebenthal Global AdvisorsCRD 6667250
- Shamik ShahInvestment adviser representativeMerkkuri Wealth AdvisorsCRD 7080089
Michael DemkiwInvestment adviser representativeLifeworks AdvisorsCRD 7502742
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.