Financial advisers in Monroe, New York
3 profiles with reported offices in Monroe, New York. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Joseph BarreiroManaging Member/Chief Compliance Officer/Investment Advisor RepresentativeWealth Creation Management GroupCRD 2438140
Marilyn Vander PlaatInvestment Advisor Representative/Memberpartner/CIO/CFOWealth Creation Management GroupCRD 5245671- Aaron GlauberInvestment adviser representativeGuardian Wealth PartnersCRD 7924379
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.