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Financial Advisors in Locust Valley, NY

7 financial advisors listed · Updated Oct 27, 2026

Find financial advisors and planners in Locust Valley for retirement, investments and planning, and request a consultation.

Avahere lists 7 financial advisors in Locust Valley, NY (11560). Of these, 3 show a public phone number, 5 link to a website and 3 list a street address. Locust Valley is a hamlet in the Town of Oyster Bay; this page also covers Lattingtown, Matinecock. Nearby, Glen Head has 7 and Glen Cove has 7. None of these businesses has claimed its page yet, so the details come from public business records.

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Listed in nearby towns. Many local businesses travel to customers across the area.

Financial Advisors in Locust Valley: common questions

How many financial advisors are in Locust Valley, NY?
Avahere lists 7 financial advisors in Locust Valley. Nearby you'll also find 7 in Glen Head, 7 in Glen Cove, 4 in Oyster Bay.
How can I check a financial advisor?
Use FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure site to look up registrations and any disciplinary history.
How do I request an appointment with a financial advisor?
Send a request with the times that suit you. The business replies to confirm or suggest another time. Requests are free, and Avahere never charges a booking fee.
I run a financial advisor business. How do I update my listing?
Find your business and choose "Claim it free". After a quick check you can edit your details, add services and photos, and answer customers at no cost.
Is Avahere free?
Yes. Avahere is free for customers and for businesses. There are no lead fees, and businesses cannot pay to rank higher.

Listings come from public business records and from business owners. Avahere does not show owner names or private contact details. Spot a mistake or want a listing removed? Remove a listing or contact us.