American Portfolios Advisors, Inc.

American Portfolios Advisors, Inc. (CRD# 112697) is a financial advisory firm headquartered in Holbrook, NY. They manage $2,864,454,474 in 14,826 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,864
    MILLION
  • Total Number of Accounts
    14,826
    ACCOUNTS
  • Average Account Value
    $193,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at American Portfolios Advisors, Inc.
Showing 1 - 10 of 427 top financial advisors.
1
David E. Warshaw
CRD#: 4702122
55 Lumber Road Suite 205, Roslyn, NY 11576
107
Wealthminder
score

The WealthPlan is a comprehensive financial services and wealth management practice serving clients across the generations. The firm has office locations in Long Island & Manhattan; advising over 200 clients nationally. David Warshaw, CHFC®, CLU® founded The WealthPlan to bring clients an incredible financial planning experience by serving as their chief financial officer - allowing clients to focus on the things they enjoy.

 

David graduated from Washington University of St. Louis in 2003, majoring in both finance and accounting. After becoming fully licensed, he started building his financial planning practice in early 2004. David is a Chartered Financial Consultant® and a Chartered Life Underwriter®. His combined education and experience position him to offer broad-based financial advice that our clients can count on.

 

On a personal level, David enjoys reading books on economics, financial planning, and politics. He is an avid consumer of media – including television, movies, and music. Last but not least, he loves to dance!  To meet with David Warshaw, contact us by phone at 516-400-7111 or email us at [email protected] We are always here to answer any of your questions and be a valuable resource to you and your family.

2
Gary J. Delorenzo
CRD#: 1065478
775 Park Av, Suite 235, Huntington, NY 11743
103
Wealthminder
score

Gary Delorenzo (CRD# 1065478) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Huntington, NY and has over 34 years of experience in the finance industry. Gary Delorenzo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel G. Mazzola
CRD#: 1598767
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741
101
Wealthminder
score

Daniel Mazzola (CRD# 1598767) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 24 years of experience in the finance industry. Daniel Mazzola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Adam Morgan
CRD#: 5473273
15 Schoen Place, 2nd Floor West, Pittsford, NY 14534
100
Wealthminder
score

As a Financial Advisor with iTP Partners, Adam works primarily with, high-net-worth individuals, families and small-to-medium size businesses.  As a comprehensive planner, Adam helps his clients develop strategies to accumulate, protect, and distribute their retirement savings and wealth.

Prior to iTP Partners, Adam was an advisor at AXA Advisors.  There he spent much of his time devoted to helping teachers and staff in the local public schools with comprehensive wealth management and financial education.  Mr. Morgan continues to serve this community today and has an extensive client base in the local schools of the Greater Rochester area. 

Before Adam joined the financial services industry, he was a Production Supervisor at a local float glass manufacturer, Guardian Industries, in Geneva NY.  His passion for finance and serving others eventually led him to this industry where he found AXA Advisors. 

Mr. Morgan is a graduate of Alfred University where he earned his BS in Mechanical Engineering and Business Administration.  While attending Alfred University, Adam played soccer for 4 years and earned All-Region Honors.  He continues to be involved with the University as a board member of the Alfred University Alumni Council.

Adam resides in Spencerport, New York with his wife, Kristi, and their energetic Australian Shepard, Parker.  In his free time he enjoys spending time with family and friends, playing soccer, and being a lifelong learner.

5
Alan R. Grodin
CRD#: 845780
4250 Veteran's Memorial Hwy., Ste. 420e, 4th Floor, Holbrook, NY 11741
98
Wealthminder
score

Alan Grodin (CRD# 845780) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 24 years of experience in the finance industry.

6
Jeffrey C. Agne
CRD#: 710019
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741
96
Wealthminder
score

Jeffrey Agne (CRD# 710019) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 16 years of experience in the finance industry.

7
Ronald Barcellino
CRD#: 1512662
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741
96
Wealthminder
score

Ronald Barcellino (CRD# 1512662) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 30 years of experience in the finance industry.

8
William B. Bates
CRD#: 1037929
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741
96
Wealthminder
score

William Bates (CRD# 1037929) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 15 years of experience in the finance industry.

9
Justin S. Belair
CRD#: 5896861
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741
96
Wealthminder
score

Justin Belair (CRD# 5896861) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 5 years of experience in the finance industry. Justin Belair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Kimberly A. Branch
CRD#: 1935509
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741
96
Wealthminder
score

Kimberly Branch (CRD# 1935509) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 16 years of experience in the finance industry. Kimberly Branch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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