Broker Check

NEW YORK

Long Island

Andrea Owen-Boyd, MBA

Financial Advisor

Anthony DeLuca

Registered Representative

Carlo Ritaccio

Financial Advisor

Crystal Masiello

EA to Robert DePalo Jr. and James Roche

Danaher Miller

Financial Representative

Dean Rothman, AAMS

Director of Wealth Management

Doug Holzer

Financial Advisor

Eugene Linett, JD*M, CLTC

Financial Specialist & Long Term Care Specialist

Francesco Coppola

Financial Representative

Giovanni Pistilli

Financial Representative

Hirsch Glanzer

Financial Representative

Jack Fiorillo

Financial Representative

Jesse Mistretta, MBA, JD

Wealth Management Advisor

Joan Gartner

EA to Robert Votruba, Wealth Management New Business

Joseph O'Donnell, CPA

Financial Advisor

Joseph Falco

Financial Advisor

Laurence B. Turell, CExP

Financial Specialist

Malachi Smith

Financial Representative

Marc Merber

Financial Representative

Marcia Amira Trice Noel

Financial Representative

Maria Tomitz

EA to Dean Rothman, Wealth Management New Business

Michael Reyes

Financial Advisor

Michael Hopkins

Financial Representative

Nicholas A. Miradoli 

Financial Representative

Paula Zonin-Crowley, CLU®, ChFC®, LUTCF

Disability Insurance Specialist

Robert Votruba, CFS, MBA, Ph.D.

Partner, Wealth Management

Robert DePalo, JD, CExP, AEP

Director of Business Planning

Rocco Mazzei, MBA

New Business Desk - Wealth Management

Shivam Kothari

Financial Representative

Tim Murray

Registered Representative

Victor Ehrlich

Sr. Underwriting

Vincent Lombardo

Financial Representative

William Katz

Financial Advisor

Manhattan

David Moskovitz, CLU®, ChFC®

Wealth Management Advisor

Elizabeth Torres

Financial Representative

Eric Bouskila

Financial Representative

Jake Miller

Financial Advisor

Jamie Kopelman

Financial Representative

Janet Henfield-Green

Financial Representative

Jared Stern

Financial Representative

Jonathan Carpenter, CPA

Financial Representative

Jordan Mimoun, Esq.

Business Development Director

Ligia Braun

Business Development Manager

Lorenzo Marini

Financial Representative

Marin Milan

Financial Representative

Marlene Windmiller

Financial Representative

Mary DeLucca

Vice President, Marketing

Max Nettesheim

Financial Advisor

Michael Korn, CLTC

Financial Advisor

Noal Goldfarb, MS, CFA®, RICP®

Wealth Management Advisor

Paul Adams

Registered Representative

Ron Gottfried, CLU®, ChFC®

Financial Representative

Ruby Sanchez

Administrative Assistant

Veronica Chang, CLTC

Chief Operating Officer

William Badger

Financial Representative

Queens

Derek Chan

Managing Partner, New York

Zachary Fu, AIF®

Financial Advisor

Karen (Lu) Guo

Business Development Manager, Financial Advisor

Thomas M. Avitabile, CRPC®

Wealth Management Advisor

Marolyn Liang

Financial Advisor

Tony Wong, CFP®, CFS®, CDFA®

Wealth Management Advisor

Annie Li

Operations Manager

Abel Joseph

Financial Advisor

Peggy Zhong

Financial Representative

Shelly Huang

Financial Professional

Sherry Chiu

Financial Representative

William Shang

Financial Representative

Charlene Kruk

Financial Advisor

Yafeng Wu

Director of Asian Markets

Brooklyn

Daniel Denker

Financial Representative

Ekaterina Zharova

Financial Representative

Ilya Fishteyn

Financial Representative

Jeffrey H. Levitan

Financial Representative

Michael Fraiman

Sr. Managing Director

Valentin Polyakov

Financial Professional

Yulia Santalova

Financial Representative

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