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 |
|---|---|---|---|---|
 | Fincadia Capital PartnersCo-Founder | New YorkNew York | Wealth management | |
 | Fincadia Capital PartnersManaging Partner | White PlainsNew York | Wealth management | |
 | MarinerSenior Wealth Advisor | New YorkNew York | Financial planning | |
 | Fincadia Capital PartnersFinancial Advisor | MelvilleNew York | Wealth management | |
 | Fincadia Capital PartnersSr. Wealth Advisor | MelvilleNew York | Wealth management | |
 | Fincadia Capital PartnersClient Service Associate & Executive Assistant | MelvilleNew York | Client service | |
 | Fincadia Capital PartnersSr. Investment Advisor | MelvilleNew York | Wealth management | |
 | Mercer AdvisorsPrincipal | New YorkNew York | Business owners | |
 | Fincadia Capital PartnersSr. Financial Advisor | MelvilleNew York | Wealth management | |
 | Longwave FinancialFounder | Senior Financial Advisor | New YorkNew York | Responsible investing | |
 | Fincadia Capital PartnersInvestment Advisor Representative | MelvilleNew York | Investment services | |
 | Fincadia Capital PartnersSr. Investment Specialist | FarmingvilleNew York | Alternative investments |
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