American Portfolios
Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc.(APFS), now Osaic, is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc,(APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc.(APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. American Portfolios has numerous recognitions by a number of industry publications and organizations. Such acknowledgment includes: multiple Broker-Dealer of the Year (Division wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.
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Verified contacts
188
available on Kipplo
LinkedIn employees
185
51 to 200 range
Open roles
—
no listings
Distinct roles
112
indexed titles
Tech stack
7
tools in use
Monthly traffic
842
organic / mo
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Decision-makers and verified team members
188 contacts with verified email or phone · masked until revealed.
- BL
Ben Lira
Managing Director · General Business & Management
EmailPhone - DG
David Gallant
Registered Principal · Finance & Accounting
EmailPhone - ID
Ian D. Savage
Associate Vice President · General Business & Management
EmailPhone - MB
Michael Brown
Registered Principal · Finance & Accounting
EmailPhone - MK
Mike Kaufherr
Director · General Business & Management
EmailPhone - TF
Tom Finnegan
Managing Director · General Business & Management
EmailPhone - AF
Armando Fernandez
Senior Vice President Wealth Advisor · Finance & Accounting
EmailPhone - DM
Dave Molter
Vice President, New Business Development & Advisor Relations · Other
EmailPhone - HB
Howard Brodis
Branch Manager Assoc Vice Pres · General Business & Management
EmailPhone
Showing 9 of 188 verified contacts
Top roles at American Portfolios
112 distinct titles indexed · top 10 shown.
- 20financial advisor
- 13registered representative
- 9investment advisor representative
- 6financial consultant
- 5administrative assistant
- 5assistant
- 5managing director
- 4financial planner
- 4senior vice president
- 3investment advisor
- +102more titles
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