Direct booking
Book time directly with this advisor, no back-and-forth required
9 advisors near New York, NY
Based on your filters
Marc M
Series 63, Series 65
Brooklyn, NY
Fisher Investments
Marc Michael is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade from 2015 to 2020 before joining Fisher Investments in 2020. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.
Roy B
Series 63, Series 66
Woodland Park, NJ
Fisher Investments
Roy Bentzen is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Nationwide Investment Services Inc., MML Distributors LLC, Mass Mutual, and Thornburg Securities Corp. Outside of finance, Bentzen operates Bentzen Home Renovations, LLC, a company engaged in rehabilitating homes for resale. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research and provides sub-advisory, retirement plan services, and manages separate accounts and pooled funds.
Nicholas W
Series 65
New York, NY
Fisher Investments
Nicholas Witcher is a Series 65 licensed financial advisor with six years of experience at Fisher Investments and a total of five years in the industry. His prior work includes positions at Lifetime Financial Growth and several roles outside the financial sector. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates through a centralized investment process.
Joshua E
CFA®, Series 65
New York, NY
Fisher Investments
Joshua Evans is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has worked at Fisher Investments since 2018 and previously at Bowers Wealth Management, Inc. from 2014 to 2017. Based in New York, NY, Evans is part of a large team serving institutional and private clients worldwide. Fisher Investments manages discretionary portfolios for institutional and high-net-worth clients, utilizing a centralized investment process that combines quantitative and qualitative research. The firm offers sub-advisory and retirement plan services and employs tax-aware and risk-management strategies across diversified mandates.
Erik H
Series 65
New York, NY
Fisher Investments
Erik Hansson is a financial advisor at Fisher Investments in New York, NY, holding a Series 65 designation with eight years of industry experience. He has worked at Fisher Investments since 2017 and previously spent time at LPL Financial and the University of Southern Mississippi. Fisher Investments serves a global client base including institutional and private clients, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment approach involving quantitative and qualitative research, implementing tax-aware strategies and risk management techniques.
Maximilian H
Series 63, Series 65
Brooklyn, NY
Fisher Investments
Maximilian Hamburger is a financial advisor with Fisher Investments in Brooklyn, NY, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Fisher Investments in 2025, he spent 13 years at Neuberger Berman LLC. Fisher Investments serves a global clientele of institutional and private investors, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory, retirement plan services, and management of various pooled investment vehicles.
Stephen H
Series 65
New York, NY
Fisher Investments
Stephen Hogan is a financial advisor with Fisher Investments, holding a Series 65 designation and 10 years of industry experience. He has worked at Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with a five-member committee that uses both quantitative and qualitative research to construct globally diversified portfolios.
Ryan J
Series 65
Brooklyn, NY
Fisher Investments
Ryan Jones is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman and the University of Arkansas. He has been with Fisher Investments since 2019. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.
Omar N
Series 65
New York, NY
Fisher Investments
Omar Nevarez is a Series 65-licensed financial advisor with Fisher Investments in New York, NY, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he is a partner in a beauty salon business and co-owns a vending machine operation. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm uses a centralized investment process involving quantitative and qualitative analysis to construct diversified portfolios and employs tax-aware and risk-management strategies.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
9 advisors near New York, NY
Based on your filters