Wealth Management Providers
Explore professional profiles.
Search by name, location, firm, or practice focus. Historical records and researched profiles are clearly labeled.
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
 | Mercer AdvisorsWealth Advisor | New YorkNew York | Retirement planning | |
 | Fincadia Capital PartnersOffice Manager | MelvilleNew York | Client service | |
 | Fincadia Capital PartnersFinancial Advisor | MelvilleNew York | Wealth management | |
 | Fincadia Capital PartnersCo-Founder | MelvilleNew York | Wealth management | |
 | Fincadia Capital PartnersSr. Fixed Income Trader | New YorkNew York | Alternative investments | |
 | Fincadia Capital PartnersSr. Investment Specialist | New YorkNew York | Alternative investments | |
 | WealthspireManaging Director, Advisor | MelvilleNew York | Private markets | |
 | Fincadia Capital PartnersInvestment Specialist | New YorkNew York | Investment services | |
 | Fincadia Capital PartnersManaging Director | New YorkNew York | Wealth management | |
 | Fincadia Capital PartnersRegistered Representative | MelvilleNew York | Wealth management | |
 | Fincadia Capital PartnersFinancial Advisor | MelvilleNew York | Wealth management | |
 | Fincadia Capital PartnersSr. Vice President | New YorkNew York | Wealth management |
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