American Portfolios Advisors, Inc.

American Portfolios Advisors, Inc. (CRD# 112697) is a financial advisory firm headquartered in Holbrook, NY. They manage $10,461,360,000 in 41,049 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,461
    MILLION
  • Total Number of Accounts
    41,049
    ACCOUNTS
  • Average Account Value
    $254,851
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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, WY

Financial Advisors at American Portfolios Advisors, Inc.
Showing 1 - 10 of 575 top financial advisors.
1
Adam C. Morgan
CRD#: 5473273
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741

As a Financial Advisor & CERTIFIED FINANCIAL PLANNER® Practioner, Adam works primarily with, professionals, high-net-worth individuals/families, and small-to-medium size businesses. As a comprehensive planner, Adam helps his clients develop personalized strategies to accumulate, protect, and distribute their retirement savings and wealth.
Prior to Novem Group, 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 (Cum Laude) and Business Administration (Cum Laude). 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, twins boys Gavin and Noah, 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.

2
Daniel J. Abel
CRD#: 4652073
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741

Daniel Abel (CRD# 4652073) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 18 years of experience in the finance industry.

3
Paul W. Adamo
CRD#: 1862848
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741

Paul Adamo (CRD# 1862848) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 32 years of experience in the finance industry.

4
Bruce F. Agne
CRD#: 711261
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741

Bruce Agne (CRD# 711261) 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.

5
Jeffrey C. Agne
CRD#: 710019
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741

Jeffrey Agne (CRD# 710019) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 21 years of experience in the finance industry.

6
Neil J. Ahearn
CRD#: 1853428
4250 Veteran's Memorial Hwy., Ste. 420e, 4th Floor, Holbrook, NY 11741

Neil Ahearn (CRD# 1853428) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 33 years of experience in the finance industry.

7
Dustin T. Aiguier
CRD#: 4872987
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741

Dustin Aiguier (CRD# 4872987) 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. Dustin Aiguier 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.

8
Ernest P. Aiguier
CRD#: 5189431
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741

Ernest Aiguier (CRD# 5189431) 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
Michael C. Ajello
CRD#: 1081949
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741

Michael Ajello (CRD# 1081949) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 36 years of experience in the finance industry.

10
Melissa G. Albanese
CRD#: 2127192
4250 Veteran's Memorial Highway, 4th. Floor, Suite 420e, Holbrook, NY 11741

Melissa Albanese (CRD# 2127192) 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.