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Browse verified financial advisor professionals in Staten Island, NY. Compare ratings, read reviews, and request a quote for free.
Showing 1–20 of 115 results
Staten Island has 115 financial advisors available to help you plan for your financial future. Whether you're saving for retirement, managing investments, or building wealth, the variety of advisors in the area means you can find someone whose approach matches your needs and goals. Take time to compare credentials, fee structures, and specialties to ensure a good fit for your situation.
Read our guide: Best Financial Advisors in Staten Island, NY
In-depth rankings, tips, and FAQs for choosing a financial advisor in Staten Island
Look for advisors who provide transparent fee disclosures upfront and are willing to explain their investment strategy in writing. Verify that they hold appropriate licenses and registrations through official regulatory databases. Be cautious of advisors who pressure you to make quick decisions, guarantee specific returns, or recommend complex products you don't fully understand. Avoid those who work exclusively on commission, as this can create conflicts of interest. A trustworthy advisor will take time to understand your situation and provide education about their recommendations.
There are 115 financial advisors listed in Staten Island, giving you a range of options to explore.
Start by checking the SEC's Investment Adviser Public Disclosure database or FINRA's BrokerCheck tool to verify licenses and registrations. You can also ask for referrals from friends, family, or your employer's benefits department.
Look for someone registered with the SEC or FINRA, willing to act as a fiduciary, transparent about fees, and experienced with clients in your situation. It's important that they take time to understand your goals and explain their recommendations clearly.
Check their regulatory history, ask for client references, request written fee disclosures, and verify they are registered with the appropriate agencies. A trustworthy advisor will be patient, transparent, and focused on your long-term financial well-being rather than pushing products.
Yes, you can expand your search to nearby cities including New York, Brooklyn, Purchase, Melville, and Rochester, though many advisors also serve clients remotely.