Foresters Advisory Services, LLC

Foresters Advisory Services, LLC (CRD# 164663) is a financial advisory firm headquartered in New York, NY. They manage $1,488,735,579 in 7,800 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,489
    MILLION
  • Total Number of Accounts
    7,800
    ACCOUNTS
  • Average Account Value
    $190,864
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

Financial Advisors at Foresters Advisory Services, LLC
Showing 1 - 10 of 375 top financial advisors.
1
Michael R. Connell
CRD#: 1260952
3040 Riverside Drive, Suite 211, Upper Arlington, OH 43221
101
Wealthminder
score

Michael Connell (CRD# 1260952) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Upper Arlington, OH and has over 33 years of experience in the finance industry.

2
Curran B. Hart
CRD#: 5548313
1600 South Main Street, Suite 315, Walnut Creek, CA 94596
100
Wealthminder
score
Curran Hart (CRD# 5548313) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Walnut Creek, CA and has over 8 years of experience in the finance industry.
3
Scott R. McKinley
CRD#: 4204222
9400 Sw Beaverton Hillsdale Hwy, Suite 250, Beaverton, OR 97005
98
Wealthminder
score

Scott McKinley (CRD# 4204222) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Beaverton, OR and has over 17 years of experience in the finance industry.

4
Kennith M. Meeks
CRD#: 5867620
6626 E. 75th Street, Suite #105, Indianapolis, IN 46250
98
Wealthminder
score

Kennith Meeks (CRD# 5867620) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Indianapolis, IN and has over 7 years of experience in the finance industry.

5
Jesse R. Stabile
CRD#: 5822088
One East 22nd Street, Suite 710, Lombard, IL 60148
98
Wealthminder
score

Jesse Stabile (CRD# 5822088) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Lombard, IL and has over 7 years of experience in the finance industry.

6
Olga C. Espiritu
CRD#: 5310820
1430 Broadway, 6th Floor, New York, NY 10018
96
Wealthminder
score

Olga Espiritu (CRD# 5310820) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in New York, NY and has over 10 years of experience in the finance industry. Olga Espiritu 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.

7
Vicki M. Filipiak
CRD#: 3173841
33533 W Twelve Mile Rd, Suite 310, Farmington Hills, MI 48331
96
Wealthminder
score

Vicki Filipiak (CRD# 3173841) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Farmington Hills, MI and has over 19 years of experience in the finance industry. Vicki Filipiak 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
William M. Friederichs
CRD#: 1977953
Raritan Plaza 1, 8th Floor, Edison, NJ 08837
96
Wealthminder
score

William Friederichs (CRD# 1977953) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Edison, NJ and has over 28 years of experience in the finance industry. William Friederichs 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.

9
Carlos M. Noriega
CRD#: 3091070
Raritan Plaza 1, 8th Floor, Edison, NJ 08837
96
Wealthminder
score

Carlos Noriega (CRD# 3091070) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Edison, NJ and has over 19 years of experience in the finance industry. Carlos Noriega 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
Daria M. Schumacher
CRD#: 4860226
43 British American Blvd, Latham, NY 12110
96
Wealthminder
score

Daria Schumacher (CRD# 4860226) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Latham, NY and has over 13 years of experience in the finance industry. Daria Schumacher 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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