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Find Retirement Planners for Retirement Planning in New York

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in New York, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in New York

Andrew Sasso

Creative Planning

---

Brooklyn, NY 11231
(347) 2297719

Brian Katzman

Creative Planning

---

New York, NY 11793
(516) 2601142

Gregory Manto - Financial Advisor

Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC

767 Third Avenue, 38th Floor

New York, NY 10017
(212) 7592022

James Fleming

Creative Planning

---

New York, NY 10010
(646) 6706895

John Kang

Creative Planning

---

Commack, NY 11725
(646) 6482316

Paolo Ferretti

Creative Planning

---

New York, NY 10011
(646) 2542191

Scott McKay

Creative Planning

---

Rochester, NY 14617
(585) 4553209

Thomas Brown

Brown Financial Management Group LLC

950 New Loudon Rd
Suite 105

Latham, NY 12110
(518) 4649974

Tom MacLaughlin

Creative Planning

---

New York, NY 12188
(518) 6505063

Tom Mooney

Creative Planning

---

New Jersey, NY 19146
(267) 2624332

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

5500 Main Street
Suite 260

Williamsville, NY 14221
(716) 8288390

Andrew Halliday

Edelman Financial Engines, LLC

309 Clifton Park Center Road
Suite 10

Clifton Park, NY 12065
(518) 8363551

Richard Dougherty, CFP^®, AIF^®

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534
(585) 3811861

Matthew Unger

Focus Asset Management

340 Madison Avenue, 19th Floor

New York, NY 10173
(646) 4848804

Conor Bryant

Bryant Asset Mgt

1280 New Scotland Rd

Slingerlands, NY 12159
(518) 4391141

PHILIP CAPELL, CFP^®, JD, MS in Tax

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747
(631) 4541585

Matthew McKee, MBA, CFA^®

Samalin Investment Counsel

297 King Street

Chappaqua, NY 10514
(914) 6666600

John Patsy, CFP^®, RICP^®

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788
(631) 3507024

PFS .

PFS Investments

1401 Stone Rd
Ste 303

Rochester, NY 14615
(585) 5006025

Chris Sosa

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173
(646) 6797093

Ted Borowiak

Edelman Financial Engines, LLC

240 Redtail Rd, Suite #11B

Orchard Park, NY 14127
(716) 9356642

Ted Borowiak

Edelman Financial Engines, LLC

1715 Niagara Falls Blvd Suite 300

Amherst, NY 14228
(716) 9356642

Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606
(914) 8241521

Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214
(315) 4468720

Peter Levine CFP^®, ChFC^®, CLU^®

Ameriprise Financial Services, Inc.

481 8th Avenue
Suite 1130

New York, NY 10001
(212) 9671428

D. Chris Tucker

Greenwich Advisors, LLC

340 Madison Avenue, 19th Floor

New York, NY 10173
(203) 4890707

Charles Helme

BH Asset Management, LLC

104 West 40th Street, 5th Floor

New York, NY 10018
(212) 5750234

David W. Treichler, AIF, CFP, CLU

Arabella Wealth Advisors

The University Building
120 E. Washington St. Ste 922

Syracuse, NY 13202
(315) 4303283

Lisa D. Miller, CFP^®, CDFA, RICP^®

Equitable Advisors

120 Madison Street
Suite 1900

Syracuse, NY 13202
(315) 4256343

Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556
(516) 2521413

Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301
(718) 3130303

Personal Capital

Personal Capital Advisors Corporation

---

Prince, NY 10012
(650) 5561310

List of Additional Retirement Planners in New York*

* Additional advisor listing is provided in partnership with Yext

Quin Ciuffetelli - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
5164795830

Vicki Haak - Ameriprise Financial Services, LLC

30 E Market St

Rhinebeck, NY 12572
8458761157

Donald McCormick - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
6315829770

Frank Riolo - Ameriprise Financial Services, LLC

254 S Main St
Ste 406

New City, NY 10956
8454786611

Anthony Baldi & Associates - Ameriprise Financial Services, LLC

8310 Wehrle Dr

Williamsville, NY 14221
7166263296

FutureFWD Advisors - Ameriprise Financial Services, LLC

434 W 33rd St
# 1211

New York, NY 10001
6463784600

1-877-2RETIRE, LLC

425 Broadhollow Road
Suite 304

Melville, NY 11747
6319529795

American Portfolios Advisors, Inc.

4250 Veterans Memorial Highway
Suite 420E

Holbrook, NY 11741
6314394600

Evan Branfman - Ameriprise Financial Services, LLC

1174 Veterans Hwy

Hauppauge, NY 11788
8004454595

Douglas Messina - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 300

Rye Brook, NY 10573
8452418300

The Michael Cooper Group - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
2126810240

Brittany L Bieger - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
5853855112

Jeffrey Miller - Ameriprise Financial Services, LLC

5 Palisades Dr
Ste 320

Albany, NY 12205
5184587200

Michael Mazzilli - Ameriprise Financial Services, LLC

399 Knollwood Rd
Ste G10

White Plains, NY 10603
9143411482

John Baringer - Ameriprise Financial Services, LLC

25 Clinton Ave

Cortland, NY 13045
6077536785

Angela M Celso - Ameriprise Financial Services, LLC

2 Westchester Park Dr
Ste 103

White Plains, NY 10604
9142194632

Sasa Mirkovic - Ameriprise Financial Services, LLC

80 Wolf Rd
Fl 1

Albany, NY 12205
5184595500

Mark Cohen - Ameriprise Financial Services, LLC

122 E 42nd St
Rm 1608

New York, NY 10168
2125511196

Bradford Pine Wealth Group

1461 Franklin Avenue

Garden City, NY 11530
5167475777

Adirondack Financial & Planning Services

5187450945

Bill Schirmer - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
5852644597

Alexander G Wesman - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
2125032332

Allstate Personal Financial Representative: Robert Wielandt

100 Meridian Ctr Blvd
Ste 200

Rochester, NY 14618
5855451904

Todd M Petraco - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
6313433200

Bernard P Wytko - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
2125031192

Anthony S Lesica - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 508

Rye Brook, NY 10573
9142530880

TJP Wealth Solutions

580 White Plains Road
Suite 205

Tarrytown, NY 10591
9144601220

Berner Financial Services

124 Main Street
Suite 9B

New Paltz, NY 12561
8452561950

Jared D Lynne - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 210

Pleasantville, NY 10570
9148017800

Anthony Martino - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
6316633133

Arden Baptiste

26 South Route 9W

West Haverstraw, NY 10993
8454297986

Kevin Quinn - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
5164795856

Alan H Ulan - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926932

Berard & Associates - Ameriprise Financial Services, LLC

2 Westchester Park Dr
Ste 103

White Plains, NY 10604
9142696727

Todd Geller - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
6317602271

Matthew Crossman - Ameriprise Financial Services, LLC

5700 Commons Park

East Syracuse, NY 13057
3154490691

Edward Reilly - Ameriprise Financial Services, LLC

333 Earle Ovington Blvd
Suite 903

Uniondale, NY 11553
5164795837

S.M. Miller & Associates - Ameriprise Financial Services, LLC

5 Palisades Dr
Ste 320

Albany, NY 12205
5184587200

Blue Chip Financial Corp.

200 Broadhollow Rd
Suite 207

Melville, NY 11747
6314702150

Andrew Adler - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
2126435812

Henry Davidson - Ameriprise Financial Services, LLC

100 Quentin Roosevelt Blvd
Ste 405

Garden City, NY 11530
5166299910

Adam Shayo - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
2126036245

Richard Rooney - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2128937522

Stacey H. Tsai - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
2127615755

Jennifer R Filocomo - Ameriprise Financial Services, LLC

455 W 23rd St
Ste 1F

New York, NY 10011
6466381000

Charles P Albrecht - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
6317711313

Jonathon L Myers - Ameriprise Financial Services, LLC

1550 Vestal Pkwy E
Ste B

Vestal, NY 13850
6073212501

Michael Marracello - Ameriprise Financial Services, LLC

1 Teleport Dr
Ste 206

Staten Island, NY 10311
7185248450

Kevin Kirchheimer - Ameriprise Financial Services, LLC

1550 Vestal Pkwy E
Ste B

Vestal, NY 13850
6073212501

Martin Cukaj - Ameriprise Financial Services, LLC

488 Freedom Plains Rd
Ste 105

Poughkeepsie, NY 12603
8454529267

Jacquelyn Calandriello - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
9174722694

Robert B Lum - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
9174722679

George K Limperopoulos - Ameriprise Financial Services, LLC

377 Oak St
Ste 103

Garden City, NY 11530
5162996066

Mary Beth Sharkey - Ameriprise Financial Services, LLC

434 W 33rd St
# 1211

New York, NY 10001
6462928029

Alan Melamed - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
2127595796

Barber Insurance & Real Estate Services LLC

2 Linda Drive

Albany, NY 12205
5186084044

Anthony Rizzuto - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 300

Rye Brook, NY 10573
9144173243

Inspire Confidence Group - Ameriprise Financial Services, LLC

80 Wolf Rd
Fl 1

Albany, NY 12205
5184595500

Michael Batas - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 508

Rye Brook, NY 10573
9142530880

Patrick J Devaney - Ameriprise Financial Services, LLC

3630 Hill Blvd
Ste 202

Jefferson Valley, NY 10535
9142148875

James F Prioletti - Ameriprise Financial Services, LLC

241 E Genesee St

Syracuse, NY 13202
3152347021

J.S. London Advisors - Ameriprise Financial Services, LLC

90 Merrick Ave
Ste 105

East Meadow, NY 11554
5168613516

Gary Nuccio - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
6315829770

Joseph Marinaccio - Ameriprise Financial Services, LLC

145 Pinelawn Rd
Ste 340N

Melville, NY 11747
6316835570

Charles Giordano - Ameriprise Financial Services, LLC

1 Teleport Dr
Ste 206

Staten Island, NY 10311
7185248450

Jak Cukaj - Ameriprise Financial Services, LLC

200 Summit Lake Dr
Ste 210

Valhalla, NY 10595
9142361200

Joseph L Ferri - Ameriprise Financial Services, LLC

184 Front St

Owego, NY 13827
6072234603

Storberg & Associates - Ameriprise Financial Services, LLC

1855 Victory Blvd

Staten Island, NY 10314
7183702770

Karim Madmoune - Morgan Stanley

106 Business Park Dr

Utica, NY 13502
3157921234

Scott David Blair - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
2125031145

Scott A MacKenzie - Morgan Stanley

250 S Clinton St
Ste 500

Syracuse, NY 13202
3154483309

Steven Benjamin Gross - Ameriprise Financial Services, LLC

127 Woodside Ave
Ste 203

Briarcliff Manor, NY 10510
9149024400

Emily Rollins Graham - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
5183862954

Philip Von Arx - Ameriprise Financial Services, LLC

100 Quentin Roosevelt Blvd
Ste 405

Garden City, NY 11530
5166299918

Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 110

Pleasantville, NY 10570
9147692800

Glenn Miller - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
5853892210

Brian Cohen - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317551684

Ryan Sukram - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
2126435712

Douglas Quartner - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
2125032475

Seema Khanna - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
2123072958

Samuel Polk - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
2123156244

Irwin J Gusman - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
2123156277

Milena Stanton - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055
2129037797

Alpine Capital Group NY Inc.

555 Broadhollow Rd.
Suite 271

Melville, NY 11747
5162494922

John Hummel - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
2123156389

AXA Advisors, Ed Zaik

66 Schmidt Road

Ghent, NY 12075
5183922407

Alexander Breton - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
2123156316

Robert F Lynch - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
5183862945

Frank Delli Carpini - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
2126036204

Tony C Yang - Ameriprise Financial Services, LLC

1185 Avenue of the Americas
Fl 3

New York, NY 10036
2125200947

Giovanni Cannone - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
6314242482

Bob Herbik - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
2126435738

Mark L Jacobson - Ameriprise Financial Services, LLC

399 Knollwood Rd
Ste G10

White Plains, NY 10603
9145064101

A. T. Becker & Associates, Inc.

142 Garth Road
Suite TU

Scarsdale, NY 10583
9147221777

Michael Triolo - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
5183862980

John S Pyne - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926903

Darrel Upson - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 110

Pleasantville, NY 10570
9147692800

Jordan Wealth Management

3635 Genesee Street

Buffalo, NY 14225
7165651965

Kuttin Wealth Management - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
6317700335

Steve N Jaenichen - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162272840

Vincent Stasi, Jr. - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162275649

Adriana Burke - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
2127616708

The Karas Advisory Team - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
2127614929

The Molinaro Group - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723400

Jason Burt - Ameriprise Financial Services, LLC

176 Church St

Poughkeepsie, NY 12601
8454543021

Assurance Financial Advisory Services, LLC

1802 Hempstead Turnpike

East Meadow, NY 11554
6312528901

Anthony P. Longobucco Associates

550 Mamaroneck Avenue
Suite 402

Harrison, NY 10528
9146980172

Stone Mitchell - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317551617

Joseph G D'Ambrisi - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515307

Lee Neugebauer - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515334

Vonzell Brown - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
2126036277

Andrew Thomas - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
2128936417

MACGARGLE/MCKILLOP - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723400

Peter Hankin - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723427

Jonathan Macko - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723428

Silver Leaf Family Financial Group - Ameriprise Financial Services, LLC

506 W Union St

Newark, NY 14513
3153311177

Christopher Mc Ninch - Ameriprise Financial Services, LLC

130 Main St

Penn Yan, NY 14527
3155366800

Alex Pidhorodeckyj - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142255391

Frederick Costantino Sr. - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723411

Philip H Aronoff - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
2128936584

James Molinaro - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723467

Dennis McKillop - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723421

Jonathan Schaechter - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
2128936447

Troy Sebeck - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723445

Paul S. Schroeder - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317551641

Coleen A Banks - Ameriprise Financial Services, LLC

440 Mamaroneck Ave
Ste 401

Harrison, NY 10528
9146988100

American Investment Planners LLC

500 N Broadway
Suite 260

Jericho, NY 11753
5169325130

Victor L Jenkins - Morgan Stanley

250 S Clinton St
Ste 500

Syracuse, NY 13202
3154643368

Barbican Wealth Advisors

1 New King Street
Suite 201

West Harrison, NY 10604
9144220595

Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2126922800

Asterion Wealth Advisory Group

399 Knollwood Road
Suite 317

White Plains, NY 10603
9144614991

Gregory Feighan - Ameriprise Financial Services, LLC

100 Summit Lake Dr
Ste 150

Valhalla, NY 10595
9147470200

Aaron David Schenkman - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
6312496269

John McCoy - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
2128937576

The Midlakes Group - Morgan Stanley

821 Preemption Road
Building 400

Geneva, NY 14456
3157892833

The Lobasso Lazzara Group - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142256385

The 58 Group - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317551607

David Mazzetti - Ameriprise Financial Services, LLC

176 Church St

Poughkeepsie, NY 12601
8454543021

Jennifer Paolicelli - Ameriprise Financial Services, LLC

25 Main St
Ste 3-2

Goshen, NY 10924
8452917000

Eric Abney - Ameriprise Financial Services, LLC

445 Broadhollow Rd
Ste 317

Melville, NY 11747
6313961251

Justin Semke - Ameriprise Financial Services, LLC

488 Freedom Plains Rd
Ste 105

Poughkeepsie, NY 12603
8454529267

Innovare Consulting Development Group, LLC

1257 East 39th Street

Brooklyn, NY 11210
8887703901

D William Winkelman - Ameriprise Financial Services, LLC

21 Fennell St
Ste 2

Skaneateles, NY 13152
3156851959

Paul F Torrisi Jr - Morgan Stanley

3 Fennell Street

Skaneateles, NY 13152
3154483339

Laura Saver - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124010531

Adam A. Roberts - Financial Advisor

7 Executive Drive

Clifton Park, NY 12065
5183021799

Joseph P Fitzsimons - Morgan Stanley

65 Market Street

Potsdam, NY 13676
3152656300

Advisors Resource Group, Ltd.

1140 Franklin Avenue
Suite 208

Garden City, NY 11530
5167477771

Randy Knopp - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2128837779

Gary B. Schwartz - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
2126136761

Christopher J Fucci - Ameriprise Financial Services, LLC

150 Broadhollow Rd
Ste 205

Melville, NY 11747
6319230885

Mark E Terna - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
2128936457

Scott C Wilson - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
2126036234

Philip Carter - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2124684505

Todd R Allen - Morgan Stanley

202 West State Street

Olean, NY 14760
7163758211

Clare Kerrisk - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
2128838192

Anthony Dacruz - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
2126036167

Scott J. Franklin - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2128937684

Jarrett Jacobsen - Ameriprise Financial Services, LLC

2900 Westchester Ave
Ste 300

Purchase, NY 10577
9143736860

David Lasco - Ameriprise Financial Services, LLC

100 Summit Lake Dr
Ste 150

Valhalla, NY 10595
9147470200

The Mohney Kneeland Team - Morgan Stanley

50 Fountain Plaza
Suite 800

Buffalo, NY 14202
7168494883

Blue Cove Capital

1290 Avenue Of The Americas 4th Fl.

New York, NY 10104
2124089578

Ed Cragin - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
2127595497

Brian D Langer - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
2126036259

Malka Bernstein - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
5163360783

Martino Planning Group - Ameriprise Financial Services, LLC

1200 Veterans Hwy
Ste 105

Hauppauge, NY 11788
6316633133

Abeba Cherinet - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
2125031042

Patrick Biggs - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
2123072452

Ramy Assaf - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
2126036209

Altin Tirana - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2128783967

Beacon Wealth Management, Inc.

105 Maxess Road
Suite S124

Melville, NY 11747
6313900035

Domitilia M Dos Santos - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
2128936310

David L Cumming - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
5185812007

Audrey Franzblau - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2127054528

Michael Paulmeno - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 508

Rye Brook, NY 10573
9142530880

Bryan R Szczurowski - Ameriprise Financial Services, LLC

1174 Veterans Memorial Hwy

Hauppauge, NY 11788
6317700335

Andrew Sawyer - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
2126036270

Louis Vargas - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
2128838520

Ivy Peterson - Ameriprise Financial Services, LLC

800 Veterans Memorial Hwy
Ste 100

Hauppauge, NY 11788
6314188000

The Vinder Group - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
2125032365

Brackens Financial Solutions

333 W. Washington Street
Suite 220

Syracuse, NY 13202
3159304499

James J Pacer - Ameriprise Financial Services, LLC

4241 Maple Rd

Amherst, NY 14226
7168318944

Eric P Nachman - Ameriprise Financial Services, LLC

427 Bedford Rd
Ste 110

Pleasantville, NY 10570
9147692800

The Trudden Group - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162272887

Brett Cohen - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
2128936325

Robert P Barberis - Morgan Stanley

80 State Street
12th Fl

Albany, NY 12207
5184275523

John Marino - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
2125032334

David K. Powers - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162272913

Andrikian Schuster Group - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
2122960181

Mary Perna Greenwald - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
7166314643

Kallenekos Marino Group - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
2125032324

Michael Heffern - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
2127619174

Gary Winnick - Ameriprise Financial Services, LLC

358 Broadway
Ste 301

Saratoga Springs, NY 12866
5185818181

Cecilia Montero - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
2123072459

Juan Pablo Rivero Ybarnegaray - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
2122710678

Daniel Chi - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
2128936414

John Giapoutzis - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
2128838580

Cody Moore - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
5185835614

The Dolan Group - Morgan Stanley

1290 Avenue Of The Americas
12th Floor

New York, NY 10104
2128937660

Fazio / Schmitz / Sheehan Group - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
5183862901

Jay Dienes - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317558906

Peter Burchell - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
9142874725

Joel Rogovin - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
2126268671

Phil Gullo - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2126922802

David Livingston - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
2128838111

Fitzpatrick Wealth Management - UBS Financial Services Inc.

58 South Service Road
Suite 310

Melville, NY 11747
6314206488

The Fruchtman Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
2128936582

Darleen Connor - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
7166314687

Daniel Ladner, CPM - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
2126268760

Cole Henderson - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
3154483325

Mark T Greco - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317558817

The Jones Lewis Group - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
2122961021

Steven Lobasso - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142256385

Greg Kline & Erik Larson - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2126922800

Liam Emmett Patterson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317558890

The Liberty Group - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
3154483372

Shang Wen Huang - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926396

The Patagonia Group - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
2128936338

Alexander John Wilson, CRPC - UBS Financial Services Inc.

400 Linden Oaks

Rochester, NY 14625
5852184583

Sandy Poon-Wing - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317558963

Mark Walsh - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
2128837769

Great Lakes Consulting Group - UBS Financial Services Inc.

201 West 3rd Street

Jamestown, NY 14701
7163381813

Andrea Mancini - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162272806

Dennis C. Madden - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
2129037653

Jonathan S Leopold - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
2126036264

Laura Anne Fennell - Morgan Stanley

611 E Main St

Riverhead, NY 11901
6315484055

James Michael Mercurio - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
2125031687

Gerardo Serra - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
2123072962

Ira F Resnick - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162272910

John Grazioli - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
2126136829

Elizabeth A Roth - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
2126036276

Audra Mueller - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
3154643379

Paul Bagnato - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142250704

David Lambert - Morgan Stanley

2678 South Rd

Poughkeepsie, NY 12601
8454852815

Robert Douglas Eigen - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
2128838560

The Ventrella-Ellis Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926701

Todd Yannuzzi - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
2122961051

Alexander S. Pugatch - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142258887

Will Byung Lee - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142255491

Kim Dingee - Ameriprise Financial Services, LLC

176 Church St

Poughkeepsie, NY 12601
8454543021

Judith Tuller - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
2126036117

The New York ABCO Group - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
2123156295

Meg Sutherland - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
2128937579

Gregg Cuvin - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
2122961020

Chase H Grosse - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
6314240594

Vicki W Li - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
9174722722

The Sutton Place Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2125517218

Fausto Pereira Lima III - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
2128837719

Todd J. Shaw - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
2126498516

Richard Jenkin & Tom Ferrante - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
5163360700

John J Donnell - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317558907

Austin Chen - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
2128838582

William L Currie - Morgan Stanley

130 East Seneca St
Suite 500

Ithaca, NY 14850
6072748519

Nicholas Tardy - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2124684547

Haiman Cai - Morgan Stanley

1585 Broadway
21st Fl

New York, NY 10036
2127617780

Jesse Friedman - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
2122961030

Marcia E. Cohen - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
2128936336

John Campbell - UBS Financial Services Inc.

One Jericho Plaza

Jericho, NY 11753
5167458866

Charlie Visconti - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
2122960915

Frank Lisboa, Jr. - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
2125032304

Daniel E. Tedesco - Morgan Stanley

55 East 52nd St
29th Fl

New York, NY 10055
2129037650

Horace M Barker - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
2128936542

James Pucciarelli - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2124010534

Edgardo Santiago - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
2123072959

Peter Catenacci - Ameriprise Financial Services, LLC

110 W 40th St
Ste 1903

New York, NY 10018
6462928005

Michael Monin - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
7166314623

Jeffrey Gerson - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
2126435757

Andrew J Lask Jr. - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2128937591

Robert Bronfman - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926329

Jason Haberman - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2128937690

Robert Pecoraro - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
6317602981

Sanjay Harisingani - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162272945

Mary Irish - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
5183862912

Jeffrey M Kotalik - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
5852494302

The Pipa Tagliarino Group - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
5852494301

Richard L Goldman - Morgan Stanley

100 West Church St

Elmira, NY 14901
6072714030

Sam F Berardino III - Morgan Stanley

106 Business Park Dr

Utica, NY 13502
3157921269

Jacob G Shapira - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926954

Samuel E Zimmerman - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
5183862904

Christopher P Daifotis - Morgan Stanley

1585 Broadway
21st Fl

New York, NY 10036
2127612594

Bell Weston Urban Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2124010555

Paul Ward - Morgan Stanley

80 State Street, 12th
Fl

Albany, NY 12207
5184275549

Michael Cannon - Morgan Stanley

2678 South Rd

Poughkeepsie, NY 12601
8454852832

David Hsu - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2127054542

Terence G Reynolds - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162275686

Pell Wealth Partners - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 300

Rye Brook, NY 10573
9142538800

Jonathan Sharbani - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
2128838159

Steven Erenfryd - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2127054552

Salvatore P Vitale - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317558953

Sean W Donnelly - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
2126435856

Frank Inman - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317551634

Steven M Levy - Morgan Stanley

101 Park Avenue 24th
Floor

New York, NY 10178
2125032329

James Whalen - Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
5184275556

Donald I Levy - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142257111

Michael Yeung - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926990

Stephen P Ryan - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142250720

Rodrigo Schadeck - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
2123156225

Brandyn Rowlinson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317558879

Michael Lombardi - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2124010592

Ana M Cuervo - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
2123072865

Joseph D Catalano - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
2123156321

Joseph Nakashian - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162275681

Hawkes Wealth Management, Inc.

721 Chenango St.

Binghamton, NY 13901
6077738055

Rubin Wealth Management - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
2126268795

Jason Feldman - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
2127139338

The Sixth Avenue Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926900

Joseph Louis Pizzo - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
5166833135

Maureen A Novak - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
3154483370

Kate K Waters - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
2126036118

The Jordan Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926759

The Zahakos Wealth Management Group - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
2127139095

Lily Korine Engelhardt - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
2126435880

Clifford Topol - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142256748

Michael Kanouse, CFP - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
2127134282

Moira L Patterson - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317558862

Hillary King - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2124926728

Brighton Securities

1703 Monroe Avenue

Rochester, NY 14618
5854733590

Michael Kitlinski - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
2128937672

The Finnegan Group - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
2127612672

Mary Swan - Morgan Stanley

250 So. Clinton St
Ste 500

Syracuse, NY 13202
3154643365

James A La Paglia - Morgan Stanley

106 Business Park Dr

Utica, NY 13502
3157921289

The Tanis Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
2126036251

Jose Miguel Rosario - Morgan Stanley

590 Madison Avenue
11th Floor

New York, NY 10022
2123072997

Richard L Schneider - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
2128837715

The Waltuch Simon Group - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
5163360825

Scott Herbst - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
2127612067

Thomas Long - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
2127619712

Michael Vega - Ameriprise Financial Services, LLC

200 Broadhollow Rd
Ste 302

Melville, NY 11747
6314242482

Robert Phillip Snyder - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
2127132223

Morgan Stanley

1250 Pittsford Victor Rd
Ste 350, Bldg 200

Pittsford, NY 14534
5853839270

J. Bradley Rauch - Morgan Stanley

50 Fountain Plaza
Suite 800

Buffalo, NY 14202
7168492309

Nicholas Kelly - UBS Financial Services Inc.

1285 Avenue Of The Americas

New York, NY 10019
2126498054

Christopher Pesce - UBS Financial Services Inc.

709 Westchester Avenue
Suite 400

White Plains, NY 10604
9142874704

Neil J Lerner - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926965

The Klein Trigg Wealth Management Team - UBS Financial Services Inc.

250 Delaware Avenue
Suite 610

Buffalo, NY 14202
7166303045

John Resch - Morgan Stanley

821 Preemption Road
Building 400

Geneva, NY 14456
3157873016

John Conway - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
2123338989

DG Wealth Management - UBS Financial Services Inc.

1251 Avenue of Americas
2nd Floor

New York, NY 10020
2126268699

The Legacy Alliance Group - Morgan Stanley

101 Park Avenue
24th Floor

New York, NY 10178
8772903575

Eric Penna - Ameriprise Financial Services, LLC

530 5th Ave
Fl 10

New York, NY 10036
9174722676

The Lkl Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
2126036100

Ajay Masand - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
5163360759

Paul D Santucci - Ameriprise Financial Services, LLC

800 Westchester Ave
Ste 508

Rye Brook, NY 10573
9142530880

Karolina Marija Orr - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055
2129037687

Jeremy Rayburn - Morgan Stanley

898 Veterans Memorial Hwy
Ste 500

Hauppauge, NY 11788
6318515330

Edward Riepe - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317551639

The Modern Impact Group - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926752

James Sands - Morgan Stanley

6532 East Quaker Rd

Orchard Park, NY 14127
7166675003

Glenn Graepel - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162275659

Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723400

Summit Point Group - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
5166833226

John F Bordages - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723490

Mark Howard Lewis - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
2128936474

Michael Costantino - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723419

Robert Lewis Deer - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723491

Donald F Eurillo - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723470

Jeffrey Moyer - Morgan Stanley

50 Front Street

Binghamton, NY 13905
6077723462

Tony Rinaldi - Morgan Stanley

91 North Front Street

Kingston, NY 12401
8453347919

Brian C Vail - Ameriprise Financial Services, LLC

640 Johnson Ave
Ste 201

Bohemia, NY 11716
6315829770

Timothy G Jennings - Morgan Stanley

250 S Clinton St
Ste 500

Syracuse, NY 13202
3154483311

Richard D Farr - Morgan Stanley

130 East Seneca St
Suite 500

Ithaca, NY 14850
6072748523

John C Vose - Morgan Stanley

65 Market Street

Potsdam, NY 13676
3152656300

Buddha Allah, Bankers Life Agent

1393 Veterans Hwy
Ste 403s

Hauppauge, NY 11788
5165807202

James C Theodore - Morgan Stanley

65 Market Street

Potsdam, NY 13676
3152656300

Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
2122960666

Joseph A Gunther, CFP, AIF

19 Eaton Ave

Norwich, NY 13815
6073362434

Frank S Marinace - Morgan Stanley

611 E Main St

Riverhead, NY 11901
6315484020

Allstate Personal Financial Representative: Austin Trabulsy

3800 Richmond Ave

Staten Island, NY 10312
9177503898

Pamela Praetorius - Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
5166833281

Michael D'Onofrio - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
2122969294

Kyle Medeiros - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124010521

Professional Financial Strategies

1159 Pittsford Victor Rd Ste 120
Bushnells Basin

Pittsford, NY 14534
5852189080

James Joseph - Morgan Stanley

6532 East Quaker St

Orchard Park, NY 14127
7166675009

Thomas M Schmitz - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
5183862924

William Bagnato, CPM® - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142250015

Christopher D Guarino - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
2126435858

Michael Stock - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
5853855169

Morgan Stanley

340 Broadway

Saratoga Springs, NY 12866
5185835600

William E Bredthauer - Ameriprise Financial Services, LLC

2345 Route 52
Ste 1G

Hopewell Junction, NY 12533
8458965695

Louis C. Ciliberti & Associates - Ameriprise Financial Services, LLC

980 Old Country Rd

Plainview, NY 11803
6312932260

Gregory Hurst - UBS Financial Services Inc.

299 Park Avenue

New York, NY 10171
2128212048

Mark Papagni, CLU

520 Broadhollow Road

Melville, NY 11747
5166607692

William Blackmon - Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
5853855133

Louis Ciliberti - Ameriprise Financial Services, LLC

980 Old Country Rd

Plainview, NY 11803
6312932260

Michael A Petrizzo, CFP® - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
2126036119

Kyle Young - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
2122967048

Reuben Birnbaum - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317558903

Dianna C Sanchez - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317558849

Frank C Ribando II CFP® - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
2126435765

Thomas K Bourke - Morgan Stanley

611 E Main St

Riverhead, NY 11901
6315484028

Brian Saltzman - Morgan Stanley

Park Ave Plaza/55 E 52nd St 28
Fl

New York, NY 10055
2128838503

John P Fitzpatrick - Morgan Stanley

414 Main St
Ste 101

Port Jefferson, NY 11777
6316428603

Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
5163360700

Kerry Phelan - Ameriprise Financial Services, LLC

176 Church St

Poughkeepsie, NY 12601
8454543021

John C Blair - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162272850

David Sgorbati - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
2122303551

David Beyer - Morgan Stanley

522 5th Avenue
15th Floor

New York, NY 10036
2122961008

Arthur Vale - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124926762

Allstate Personal Financial Representative: Barry Moore

1025 Rxr Plz
Fl 10

Uniondale, NY 11556
5164265398

Katie DeMarco - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
2128937631

Alexandra Hoopes Remmel - Morgan Stanley

399 Park Ave 12th
Fl

New York, NY 10022
2128936484

Allstate Personal Financial Representative: Nikole Iannotti

98 Everett Rd

Albany, NY 12205
8778195174

Allstate Personal Financial Representative: Lester Kerman

195 Broadway

Amityville, NY 11701
6316917474

R. Michael Walters - Morgan Stanley

399 Park Ave
12th Fl

New York, NY 10022
2128936438

The Hochstrasser/Zaro Group - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
2126435945

Matthew DeCrosta - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
2126036253

Dean Marchitello - Morgan Stanley

1 Penn Plaza 43rd
Fl

New York, NY 10119
2126136809

Neil Mitchell - Morgan Stanley

1585 Broadway, 21st
Fl

New York, NY 10036
2127615771

Clifford Ball - Morgan Stanley

450 Essjay Road
Ste 100

Williamsville, NY 14221
7166314634

Mario Tripicchio - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142257149

John Solik - Morgan Stanley

522 5th Avenue, 11th
Floor

New York, NY 10036
2122303701

Neil Mascioli - Morgan Stanley

58 South Service Rd
Ste 400

Melville, NY 11747
6317551677

Stephanie H Belles - Morgan Stanley

1212 Troy Schenectady Road

Latham, NY 12110
5183862927

Morgan Stanley

300 Linden Oaks
Suite 200

Rochester, NY 14625
5853855100

Steven Schmitt - Morgan Stanley

522 5th Avenue, 15th
Floor

New York, NY 10036
2122967050

The Luksberg Peña Group - Morgan Stanley

91 North Front Street

Kingston, NY 12401
8453347927

Thomas Interlicchio - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142256217

Fellowship Home Loans

100 Merrick Rd 516e

Rockville Centre, NY 11570
8008047283

Peter Knowles - Morgan Stanley

1290 Avenue Of The Americas
Fl 12

New York, NY 10104
2126922376

Tricia Goodwin - Morgan Stanley

55 E 52nd
28 Fl

New York, NY 10055
2128838154

Barton J Rule - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162275647

Morgan Stanley

1300 Franklin Avenue

Garden City, NY 11530
5162482200

Jose Delmedico - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
2126036201

Brad Parpan - Morgan Stanley

Two Jericho Plaza

Jericho, NY 11753
5163360771

Spencer B Rosman - Morgan Stanley

2000 Westchester Ave 1nc

Purchase, NY 10577
9142250719

The Sherman Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
2126036100

Lionel M Goldberg - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162272837

The Marshall / Tepper Group - Morgan Stanley

522 5th Avenue
11th Floor

New York, NY 10036
2122303498

Daniel Maniscalco - Morgan Stanley

2 Jericho Plaza

Jericho, NY 11753
5163360856

Paul Kandel - Morgan Stanley

1 Penn Plaza
43rd Fl

New York, NY 10119
2126435908

John J. Peirano III - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162272938

Arlene Scozzaro - Morgan Stanley

55 East 52nd St, 29th
Fl

New York, NY 10055
2126498509

Louis Jay Greif - Morgan Stanley

1290 Avenue Of The Americas
Fl 13

New York, NY 10104
2124684507

Eugene P Trudden - Morgan Stanley

855 Franklin Avenue

Garden City, NY 11530
5162272887

Craig Shapiro - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
2123072924

Raul A Delaguardia - Morgan Stanley

590 Madison Avenue 11th
Floor

New York, NY 10022
2123072989

Banks Wealth Partners - Ameriprise Financial Services, LLC

440 Mamaroneck Ave
Ste 401

Harrison, NY 10528
9146988100