Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Direct booking

firm logo

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

8 advisors near New York, NY

Based on your filters

user avatar
firm logo

Ardian H

Series 66

New York, NY

Newedge Advisors

Ardian Hasko is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Management and B. Riley Securities prior to joining NewEdge Advisors in 2025. Outside of his advisory role, Mr. Hasko serves as a board member of Equality Charter School and is the board president of Kew Garden Hills Apartment Owners Inc. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Jacen M

Series 66

New York, NY

Newedge Advisors

Jacen Marzocco is an investment advisor representative at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors and LPL Enterprise since 2025. Outside of his advisory role, he has held positions at Cafe Amici and Indian Trail Club. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, using a range of investment vehicles and analytic approaches.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Robert B

Series 63, Series 65

New York, NY

Newedge Advisors

Robert Brous is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of advisory roles, he serves as Managing Principal of Advisium Wealth Management, LLC, overseeing accounting and HR functions. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a range of analytic approaches and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Roland P

CFP®, Series 66

Montclair, NJ

Newedge Advisors

Roland Prestenback III is a CFP® with 15 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2017. He has also been associated with LPL Financial since 2010. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Daniel R

CFP®, Series 63, Series 65

New York, NY

Newedge Advisors

Daniel Riso is a CFP® professional with 16 years of industry experience, currently serving at NewEdge Advisors since 2021. His prior experience includes roles at Triad Advisors, Equitable Advisors, and Axa Advisors. Outside of his advisory work, he is the founder and CEO of DJR Consulting Group, which provides business coaching and consulting services to business owners and privately held companies without charging fees. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program combining asset management with financial planning, employing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Mathew R

Series 66

New York, NY

Newedge Advisors

Mathew Rough is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Equitable Advisors and AXA Advisors. He is also involved with Periscope Wealth Management, operating under the DBA Goss Advisors. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Andrew K

Series 66

New York, NY

Newedge Advisors

Andrew Koris is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2023. His prior experience includes roles at Oppenheimer and Morgan Stanley, including Morgan Stanley Private Bank. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Joseph D

Series 65, Series 66

New York, NY

Newedge Advisors

Joseph Dimauro is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at NewEdge Advisors since 2021, following a 17-year tenure at Equitable Advisors and Axa Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
Warmer team member

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.

Find your advisor
Discover

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")