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American Portfolios

Investment Banking

Founded: Not Available
Headquarters: 4250 Veterans Memorial Hwy Ste 420E, Holbrook, New York, 11741, United States
Overview
Location
New York, United States
Headquarter
4250 Veterans Memorial Hwy Ste 420E, Holbrook, New York, 11741, United States
Contact Number
(631) 439-4600
No of Employees
819 Employees
Industry
Investment Banking
Contact Email
Not Available
Company Type
Private Company
Website
www.americanportfolios.com
Founded
Not Available
CEO
Not Available
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
$469.2 Million
Total Funding
<$5M
Recent Funding Amount
<$5M
No of Funding Rounds
1
Social Handles

Company Overview

Headquartered in Holbrook, N.Y., American Portfolios Financial Services, Inc. (AP) 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.

Employees by Level

C-Level

7

VP-Level

30

Director

30

Manager

67

Non-Manager

442

Top Contacts

422

Top C-suite Members of Company

Connect with key decision-makers at American Portfolios. View contact details of C-suite executives and leadership team.

NameTitleContact
Steve KrameisenChief Technology Officer & Chief Informations****[email protected]
Robert CohenPresidentr****[email protected]
Mahi SainiIT Headm****[email protected]
Robert EngelhardtSenior Vice Presidentr****[email protected]
Lynn MurphyManaging Directorl****[email protected]
Jason MierasSenior Managing Directorj****[email protected]
Russell ClarkSenior Managing Directorr****[email protected]
Phillip BredowVice President, Operationsp****[email protected]
Ronald BergmannSenior Vice Presidentr****[email protected]

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Chris Levi
Investment Advisor Representative
******4600[email protected]
John Clayton
Managing Director, Senior Vice President
******5196[email protected]
Danielle Crawford
Investment Assistant
******4680[email protected]
Doug Cook
Executive
*******7325[email protected]
Jack Meyers
Vice President
******5196[email protected]
William Larkin
Investment Advisory Representative
******5196[email protected]
Kristina Garrison
Director Strategic Relations
******5196[email protected]
Carl Vandenburg
Registered Representative
*******9236[email protected]
Kaitlyn Crawford
Internal Business Consultant
******5196[email protected]
Jeff Baker
Financial Advisor
******0357[email protected]
Avi Bitton
Compliance Department
******5196[email protected]
Russ Kerstein
Commission Manager
******5196[email protected]
Griffin Kennedy
Administrative Assistant
*******3566[email protected]
Colin Malone
Operations Associate
******1559[email protected]
William Dudes
Investment Advisor
******5196[email protected]
Jason Mieras
Certififed Financial Planner And Senior Managing Director
******5196[email protected]
Erica Keane
Associate Products Manager
*******3653[email protected]
Rich Gerepka
Cfp At American Portfolios
******5196[email protected]
Ronald Wyche
Senior Technical Analyst
*******3889[email protected]
Donna Imbriano
Reception Admin
******5196[email protected]
Frank Tauches
President
******5196[email protected]
Richard Wright
Registered Representative Principle
******7720[email protected]
David Gasparik
Registered Representative And Principal At American Portfolios Financial Services Inc
******5196[email protected]
Kenneth Aulbach
Vice President Of National Sales
******5196[email protected]
Eric May
Senior Vice President
******4542[email protected]
Anthony Simonetti
Financial Advisor
******5196[email protected]
Maryann Rosolino
Corporate Receptionist And Event Planner
******1874[email protected]
Ron Chakler
Managing Director
******9609[email protected]
Xavier Felipe
Cfp
*******4314[email protected]
Martin Wendel
Compliance
******5196[email protected]
Mauro D''addato
In-house Supervisory Principal
******9108[email protected]
Melissa Grappone
Vice President Of Marketing And Corporate Communications
******0592[email protected]
Nicole Fernandez
Administrator
******5196[email protected]
Susan Dunlap
Account Executive
*******3887[email protected]
Diana Curbelo
Registered Representative
******5196[email protected]
Daniel Stallings
Investment Advisor Representative
*******5100[email protected]
John Stith
Investment Advisor
******5196[email protected]
Alec Quaid
Associate Advisor
******3242[email protected]
Hillary Wertlieb
Financial Professional Cwsâ
******1327[email protected]
Cindy Hurley
Administrative Assistant
******5196[email protected]
Anthony Tripi
President
*******5510[email protected]
Joshua Elkin
Registered To Managing Director
******5196[email protected]
Eli Grodko
Financial Advisor
******4856[email protected]
Anthony Sciuto
Investment Advisor Representative
******4814[email protected]
Geoffrey Brown
Compliance Officer
******5196[email protected]
Allan Wasserman
Vice President
******2204[email protected]
Patricia Mcneilly
Chartered Financial Accredited Investment Fiduciary
******0889[email protected]
Dave Molter
Vice President, New Business Development And Advisor Relations
******5196[email protected]
A Wade
Financial Advisor
******6889[email protected]
Rosann Lill
Assisant Office
******4600[email protected]
John Rodriguez
Information Security Manager
*******8775[email protected]
Jason Maldonado
Operations Transaction Processor
******4600[email protected]
Andrew Dorfman
Vice President Of Technology
*******1319[email protected]
Robert Engelhardt
Senior Vice President
******5196[email protected]
Michael Stewart
Managing Director, Owner And Operator Of The Houston Branch
******5196[email protected]
Bruce Agne
Financial Advisor
******5196[email protected]
Stanley Alterman
Senior Managing Director
******5196[email protected]
Lon Dolber
Chief Executive Officer
******7911[email protected]
Karen Finley
Administrative Assistant
******5196[email protected]
Dave Stepp
Investment Advisor
******9017[email protected]
Howard Brodis
Branch Assoc Pres
******1343[email protected]
Charles Herendeen
Managing Director Of Retirement Plans And Financial Advisor
*******4407[email protected]
John Johnson
Financial Planner
******2605[email protected]
Kelly Lonergan
Registered Representative
******7000[email protected]
Al Spangler
Investment Advisor Representative
******1262[email protected]
Roger Fence
Registed Representative
******5196[email protected]
Doug Siebert
Registered Representative
******7346[email protected]
Regina Clayton
Investment Advisor Representative
******5196[email protected]
David Gallant
Registered Principal
*******4673[email protected]
Ben Lira
Managing Director
*******4600[email protected]
Ethel Valentino
Assistant To Chief Executive Officer At American Portfolios
******5196[email protected]
Christopher Gillon
Investment Advisor
******5196[email protected]
Timothy Harding
Investment Advisor Representative
******8452[email protected]
Keith Carravone
Insurance Sales
*******7968[email protected]
Kimberly Branch
Vice President Of Marketing Strategy
******0466[email protected]
Brian Rickles
Financial Advisor
******5196[email protected]
Gregory Masone
Financial Advisor
*******9922[email protected]
Jane Desmond
Managing Director
*******4600[email protected]
Stephen Maresca
Financial Advisor
******5196[email protected]
Stewart Caesar
Consultant
******2945[email protected]
Michael Bird
Vp
******5196[email protected]
Sharon Hennager
Assistant
******5196[email protected]
James Goedtke
Rfc Client Services Associate Senior Vice President Due Diligence Analyst, Product Manager
*******4600[email protected]
Patty Hunter
Assistant
******5196[email protected]
Patricia Brooks
Administrative Support Associate
******0999[email protected]
Denise Shaljian
New Business
******5196[email protected]
David Bangert
Managing Director
*******4600[email protected]
Paul Berceau
Insurance
******6770[email protected]
Scott Littman
Compliance
******5196[email protected]
Amber Kane
Advisor Technology Analyst
******6136[email protected]
Corey Brodsky
Director Of Practice Management
******2443[email protected]
Daniel Dipaola
Financial Advisor
******1678[email protected]
Maria Zarb
Vice President - Business Services
******5196[email protected]
Christopher Levi
Investment Advisor Representative
******5196[email protected]
Andrew Corrigan
Registered Representative
*******1775[email protected]
James Mcpartlan
Investment
******5196[email protected]
Damon Joyner
Chief Financial Officer
******3332[email protected]
Mark Frieler
Senior Vice President
******7764[email protected]
Patti Redling
Financial Consultant
******5196[email protected]
David Pulcini
Financial Advisor
*******8446[email protected]

Email Formats

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Technology Stack

Technology

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by American Portfolios

Facebook Pixel
Facebook Pixel

Facebook Pixel technology used by American Portfolios

WordPress.org
WordPress.org

WordPress.org technology used by American Portfolios

reCAPTCHA
reCAPTCHA

reCAPTCHA technology used by American Portfolios

Frequently Asked Questions

What is the address of American Portfolios's headquarters?

American Portfolios is headquartered at 4250 Veterans Memorial Hwy Ste 420E, Holbrook, New York, 11741, United States.

How can I contact American Portfolios by phone?

You can reach American Portfolios by calling their customer support number at (631) 439-4600.

What is the official website for American Portfolios?

You can visit American Portfolios's official website at www.americanportfolios.com.

How much revenue does American Portfolios generate?

American Portfolios reports an annual revenue of approximately $469.2 Million.

What is the SIC code for American Portfolios?

The Standard Industrial Classification (SIC) code for American Portfolios is 62,628.

What is the NAICS code for American Portfolios?

American Portfolios falls under the NAICS code 52,523.

How many people work at American Portfolios?

American Portfolios has a workforce of about 819 employees.

Which industry is American Portfolios part of?

American Portfolios operates in the Investment Banking, Finance industry.

Which technologies are used by American Portfolios?

American Portfolios utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, WordPress.org, reCAPTCHA.

Who is the Chief Executive Officer (CEO) of American Portfolios?

The CEO of American Portfolios is .

How can I get in touch with American Portfolios?

To contact American Portfolios, call (631) 439-4600 or visit their website at www.americanportfolios.com

Is American Portfolios a publicly traded company?

No, American Portfolios is a private company.

How much total funding has American Portfolios secured so far?

To date, American Portfolios has raised <$5M across 1 funding round(s).

Who are the main competitors of American Portfolios?

Key competitors of American Portfolios include The Lincoln Investment Companies, David Lerner Associates, Cambridge Investment Research, Cetera Advisor Networks

Which companies has American Portfolios acquired?

Acquisitions by American Portfolios include FSC Securities, Infinex Financial Group, American Portfolios, Investacorp .

Who is the Chief Technology Officer (CTO) at American Portfolios?

en is the Chief Technology Officer (CTO) at American Portfolios.

Where can I find American Portfolios on social media?

You can follow American Portfolios on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

When did American Portfolios complete its most recent funding round?

American Portfolios latest funding round closed on May 15, 2020 with the amount of <$5 Million

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