Advisor Directory
Kevin Clark
Vice President - Financial Advisor
phone
516-733-2038
Visit The MMC Group
launch
Email
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Christopher Drew
Senior Vice President - Financial Advisor
Consulting Group
phone
631-723-4145
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Rosemarie Aragoncillo, AAMS®
Associate Vice President - Financial Advisor
phone
516-733-2026
Visit Personal Wealth Management Montalto Weil Aragoncillo
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The Artemis Group
phone
212-703-6037
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Joshua Bruegman
Senior Vice President - Financial Advisor
phone
212-703-6022
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Cornerstone Wealth Strategies Group
phone
516-733-2004
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Greg Davidson, AWM, CPFA®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
732-576-4610
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Visit The Totland Group
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Suzanna Charbonnier
First Vice President - Financial Advisor
Consulting Group
phone
516-733-2015
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Eric Drake
Senior Vice President – Financial Advisor
Portfolio Manager – Portfolio Focus
phone
203-221-2581
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Christopher Faggioni, CRPC®
Senior Vice President - Financial Advisor
Consulting Group
phone
516-733-2008
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Bernard Fisch, CPA*, MBA
Senior Vice President - Financial Advisor
phone
212-703-6003
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Edward P. DiConza
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6075
Visit Covell / DiConza / Newman Group
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Steve Beninati
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
332-268-3636
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Patrick Morrow, C(k)P®, CPFA®, CRPS®
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone
203-221-2530
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The Ball and Bruschi Wealth Management Team
phone
732-576-4634
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Gerard E. Heymann
Senior Vice President - Financial Advisor
Consulting Group
phone
212-703-6067
Visit GMJ Group
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John MacDonald, AAMS®, CFP®
Senior Vice President - Financial Advisor
phone
212-703-6028
Visit Pierce MacDonald Investment Group
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Vinson Massif Financial Advisors
phone
212-703-6159
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Christopher Loria, CFS®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone
516-733-2006
Visit Cornerstone Wealth Strategies Group
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Sheresky-Samsen Group
phone
212-705-6185
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Jason Larner
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6020
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Matthew Lane
Senior Vice President - Financial Advisor
phone
732-576-4614
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James Covell
Managing Director - Financial Advisor
Senior Consulting Group
phone
212-703-6015
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David McIlroy
Senior Vice President - Financial Advisor
phone
212-703-6038
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Philip H. Fett Jr., CPFA®
Managing Director - Financial Advisor
phone
212-703-6170
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Eric Stubbs, PhD
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6165
Visit Vinson Massif Financial Advisors
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Richard Cacciapaglia
Senior Vice President - Financial Advisor
phone
203-221-2561
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The MMC Group
phone
516-733-2040
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Brian Nolan, AIF®, CFA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6324
Visit The Nolan Group
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Madeleine Condron
Financial Advisor
phone
212-703-6119
Visit Vinson Massif Financial Advisors
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Timothy Kinsley
Senior Vice President - Financial Advisor
Consulting Group
phone
212-703-6014
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Leslie Schwartz
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6049
Visit The LSS Group
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Jamie Weil, AIF®, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
516-733-2001
Visit Personal Wealth Management Montalto Weil Aragoncillo
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Jason B. Newman, CFP®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone
212-703-6111
Visit Covell / DiConza / Newman Group
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Todd Ellis
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6021
Visit Ellis Wealth Management Group
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Covell / DiConza / Newman Group
phone
212-703-6015
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Ellis Wealth Management Group
phone
212-703-6021
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Steven Dimino, AIF®, PPC
Senior Vice President - Financial Advisor
Senior Consulting Group
phone
732-576-4652
Visit The Dimino-Seewald Group
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Michael Schwenk, CRPC®
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone
631-723-4152
Visit GMJ Group
launch
Visit Schwenk Wealth Group
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Marco Ventrella
Senior Vice President - Financial Advisor
Consulting Group
phone
203-221-2527
Visit The Ventrella - Ellis Group
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Timothy Hilton
Senior Vice President - Financial Advisor
Consulting Group
phone
212-703-6265
Visit Cornerstone Wealth Strategies Group
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Joseph Jamison, CRPC®
Financial Advisor
phone
631-723-4155
Visit GMJ Group
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Visit Schwenk Wealth Group
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Richard Siderowf
Senior Vice President - Financial Advisor
phone
203-221-2514
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SF Wealth Group
phone
212-703-2200
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Eden Lopez
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6107
Visit The LSS Group
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The Nolan Group
phone
212-703-6323
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Vivian Mamelak
Associate Vice President - Financial Advisor
Consulting Group
phone
212-703-8211
Visit The Artemis Group
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Jason Lichtenstein
Managing Director - Financial Advisor
Consulting Group
phone
212-703-6115
Visit JL Wealth Management Group
launch
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Ali Girardi
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone
203-221-2582
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Personal Wealth Management Montalto Weil Aragoncillo
phone
516-733-2002
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Christopher Ellis
Senior Vice President - Financial Advisor
Consulting Group
phone
203-221-2528
Visit The Ventrella - Ellis Group
launch
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Gina Thompson, CPFA®
Senior Vice President - Financial Advisor
Consulting Group
phone
212-703-6125
Visit Kinetix Wealth Group
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Bruce Gelfand, CEPA®, CRPS®
First Vice President - Financial Advisor
phone
212-703-2272
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Visit The Dimino-Seewald Group
launch
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Paula Steinberg
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6100
Visit The LSS Group
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Christopher Reilly, CPFA®
Senior Vice President - Financial Advisor
Consulting Group
phone
516-733-2007
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Terry Tracy
Senior Vice President – Financial Advisor
phone
212-703-2268
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Loren Cole
Senior Vice President - Financial Advisor
Consulting Group
phone
212-703-6055
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launch
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Michael Meehan, CPFA®, CPWA®, CRPC®
Senior Vice President - Branch Director
phone
516-733-2040
Visit The MMC Group
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The Ventrella - Ellis Group
phone
203-221-2527
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Scott Edwards
Managing Director - Financial Advisor
Institutional Equity Sales
phone
212-703-6158
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S.T.A.R. Wealth Solutions Group
phone
203-221-2505
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Scott Rose
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6113
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GMJ Group
phone
212-703-6067
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Daniel Starr
Senior Vice President - Financial Advisor
phone
212-703-6154
Visit The Starr Group
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Email
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James Montalto
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
516-733-2002
Visit Personal Wealth Management Montalto Weil Aragoncillo
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Laurence Lubkin
First Vice President - Financial Advisor
phone
212-703-6112
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Eric Silver
First Vice President - Financial Advisor
phone
212-703-8277
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The Dimino-Seewald Group
phone
732-576-4652
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Marc McAllister, CRPC®
First Vice President - Financial Advisor
Consulting Group
phone
732-576-4604
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Geoffrey Aunger
Senior Vice President - Financial Advisor
phone
212-703-6029
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Jim Van de Walle
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone
516-733-2005
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Enrique Jaen, CFA, PhD
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6159
Visit Vinson Massif Financial Advisors
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Michael Fulton
Senior Vice President - Financial Advisor
Consulting Group
phone
203-505-0982
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JL Wealth Management Group
phone
212-703-6115
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The LSS Group
phone
212-703-6107
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Christopher A Vollmer, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-8231
Visit The Vollmer Group
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Andrew Foote
Senior Vice President - Financial Advisor
phone
212-703-2202
Visit SF Wealth Group
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Steven A. Gordon, CFP®
Vice President - Financial Advisor
phone
203-221-2521
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Cain Stranges
Vice President - Financial Advisor
phone
212-703-6266
Visit Cornerstone Wealth Strategies Group
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Kinetix Wealth Group
phone
212-703-6125
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Elizabeth Schroder
Senior Vice President - Financial Advisor
Consulting Group
phone
203-221-2508
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Steve Sheresky
Senior Vice President - Financial Advisor
Consulting Group
phone
212-703-6183
Visit Sheresky-Samsen Group
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Molly Philbin
First Vice President - Financial Advisor
phone
212-703-6096
Visit JL Wealth Management Group
launch
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Steven Nadler
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6123
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DJ Totland, AWM, CFP®, CIMA®, CPFA®
Managing Director - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone
732-576-4629
Visit The Totland Group
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Christopher Olson, CRPC®
Senior Vice President - Financial Advisor
phone
732-576-4651
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Linda Sama, CEPA®, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone
516-733-2037
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Michael Nolan
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6323
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The Totland Group
phone
732-576-4629
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Schwenk Wealth Group
phone
631-723-4152
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Richard Smalley
First Vice President - Financial Advisor
phone
203-221-2583
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Joseph Pellitteri
Senior Vice President - Financial Advisor
phone
732-576-4627
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Visit The Totland Group
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The Starr Group
phone
212-703-6140
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John Pierce
Senior Vice President - Financial Advisor
phone
212-703-6023
Visit Pierce MacDonald Investment Group
launch
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Arline Segal
Senior Vice President - Financial Advisor
Consulting Group
phone
212-703-6045
Visit The Artemis Group
launch
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Paul Ulanich
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone
732-576-4603
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Jeffrey Sheresky
Senior Vice President - Financial Advisor
Consulting Group
phone
212-703-6182
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launch
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Jeff Samsen
Senior Vice President - Financial Advisor
Consulting Group
phone
212-703-6184
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Seamus Monschein, CIMA®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone
203-221-2505
Visit S.T.A.R. Wealth Solutions Group
launch
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Chris Wilkens
Vice President - Financial Advisor
phone
212-703-6092
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Richard Schnier
Senior Vice President - Financial Advisor
phone
212-703-2200
Visit SF Wealth Group
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Vincenzo Turano
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone
212-703-6059
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Pierce MacDonald Investment Group
phone
212-703-6023
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The Vollmer Group
phone
212-703-8231
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Mike Starr
Managing Director - Financial Advisor
phone
212-703-6140
Visit The Starr Group
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Michael Meyers, CFP®
Vice President - Financial Advisor
phone
516-733-2039
Visit The MMC Group
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Kenneth Sheresky, CEPA®
Vice President - Financial Advisor
Consulting Group
phone
212-703-6185
Visit Sheresky-Samsen Group
launch
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Gerald Maisner, AWM
Senior Vice President - Financial Advisor
phone
203-221-2512
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