Best Financial Advisors in LOCUST VALLEY, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in LOCUST VALLEY
BRUDERMAN PRIVATE WEALTH
LOCUST VALLEY, NY · Since 2022
PLATFORM TECHNOLOGY PARTNERS
LOCUST VALLEY, NY · Since 2019
BOSTWICK CAPITAL LLC
LOCUST VALLEY, NY · Since 2014
BUCKRAM SECURITIES LTD
LOCUST VALLEY, NY · Since 2017
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in LOCUST VALLEY?
The median advisory fee in LOCUST VALLEY, NY is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.