Foresters Advisory Services, LLC

Foresters Advisory Services, LLC (CRD# 164663) is a financial advisory firm headquartered in New York, NY. They manage $995,952,478 in 5,500 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    996
    MILLION
  • Total Number of Accounts
    5,500
    ACCOUNTS
  • Average Account Value
    $181,082
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 263 top financial advisors.
1
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.
2
Michael R. Connell
CRD#: 1260952
3040 Riverside Drive, Suite 211, Upper Arlington, OH 43221
96
Wealthminder
score

Michael Connell (CRD# 1260952) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Upper Arlington, OH and has over 32 years of experience in the finance industry.

3
Vicki M. Filipiak
CRD#: 3173841
24725 Nw Twelve Mile Rd, Suite 100, Southfield, MI 48034
96
Wealthminder
score

Vicki Filipiak (CRD# 3173841) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Southfield, MI and has over 17 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.

4
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 27 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.

5
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 18 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.

6
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 12 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.

7
Casey A. Winningham
CRD#: 1450055
2025 Gateway Pl, Suite 420, San Jose, CA 95110
96
Wealthminder
score

Casey Winningham (CRD# 1450055) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in San Jose, CA and has over 28 years of experience in the finance industry. Casey Winningham 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
Elizabeth S. Leventis
CRD#: 6222483
201 Mccullough Drive, Suite 350, Charlotte, NC 28262
94
Wealthminder
score

Elizabeth Leventis (CRD# 6222483) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.

9
Augustine W. Abbatiello
CRD#: 5336896
900 Merchants Concourse, Suite 406, Westbury, NY 11590
93
Wealthminder
score

Augustine Abbatiello (CRD# 5336896) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Westbury, NY and has over 9 years of experience in the finance industry.

10
Anthony J. Accetta
CRD#: 5123632
43 British American Blvd, 1st Floor, Latham, NY 12110
93
Wealthminder
score

Anthony Accetta (CRD# 5123632) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Latham, NY and has over 10 years of experience in the finance industry.

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