🤫 Directory · consent-first

Near 12401. Kingston.

14 financial advisors & firms and 1 insurance agent verified near Kingston, NY — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 12401

Miller Howard Investments INC0 mi

RIA firm · Kingston, NY 12401 · Registered investment adviser · $3.8B AUM

CRD 105800 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mhi Funds, LLC0 mi

RIA firm · Kingston, NY 12401 · Registered investment adviser

CRD 282270 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Black Sea Gold Advisors LLC0 mi

RIA firm · Kingston, NY 12401 · Registered investment adviser · $17M AUM

CRD 304330 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Taconic Advisors7.4 mi

RIA firm · Saugerties, NY 12477 · Registered investment adviser · $246M AUM

CRD 123961 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ddo Advisory Services, LLC8.7 mi

RIA firm · Rhinebeck, NY 12572 · Registered investment adviser · $27M AUM

CRD 154944 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Bantam INC.11.1 mi

RIA firm · Staatsburg, NY 12580 · Registered investment adviser · $31M AUM

CRD 288075 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ryefield Capital, LLC12.1 mi

RIA firm · Germantown, NY 12526 · Registered investment adviser · $2M AUM

CRD 178514 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Beyond Wealth Management Group, LLC16 mi

RIA firm · New Paltz, NY 12561 · Registered investment adviser · $139M AUM

CRD 293291 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Charybdis Investments International16.5 mi

RIA firm · High Falls, NY 12440 · Registered investment adviser · $7M AUM

CRD 284971 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Marshall + Sterling Wealth Advisors, INC.20 mi

RIA firm · Poughkeepsie, NY 12601 · Registered investment adviser · $1.6B AUM

CRD 164345 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Seahorse Financial Advisers INC.21.8 mi

RIA firm · Millbrook, NY 12545 · Registered investment adviser · $87M AUM

CRD 117407 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

D'arcangelo Financial Advisors, LLC22.8 mi

RIA firm · Poughkeepsie, NY 12603 · Registered investment adviser

CRD 117833 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Benkei Asset Management22.8 mi

RIA firm · Gardiner, NY 12525 · Registered investment adviser · $42M AUM

CRD 164821 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Timm Financial Services22.8 mi

RIA firm · Poughkeepsie, NY 12603 · Registered investment adviser · $12M AUM

CRD 331581 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 12401

Wheeler & Taylor Private Client36.2 mi

Insurance · Great Barrington, MA · Waterfront estates in Southampton; coastal exposure, flood zones, high replacement costs

This is you? Claim itclaimable & removable by its owner

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Nearby areas

Verified advisors and insurance agents in the places closest to Kingston, NY.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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🤫 Directory · consent-first

Near 12401. Kingston.

14 financial advisors & firms and 1 insurance agent verified near Kingston, NY — every one cited to the regulator, claimable and removable by the person named.

Find your person