American Portfolios
Investment Banking
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
Available Jobs at American Portfolios
Top C-suite Members of Company
Connect with key decision-makers at American Portfolios. View the C-suite executives and leadership team.
| Name | Title | Contact | Action |
|---|---|---|---|
| Steve Krameisen | Chief Technology Officer & Chief Information | s****n@americanportfolios.com | Show details |
| Robert Cohen | President | r****n@americanportfolios.com | Show details |
| Mahi Saini | IT Head | m****i@americanportfolios.com | Show details |
| Robert Engelhardt | Senior Vice President | r****t@americanportfolios.com | Show details |
| Lynn Murphy | Managing Director | l****y@americanportfolios.com | Show details |
| Jason Mieras | Senior Managing Director | j****s@americanportfolios.com | Show details |
| Russell Clark | Senior Managing Director | r****k@americanportfolios.com | Show details |
| Phillip Bredow | Vice President, Operations | p****w@americanportfolios.com | Show details |
| Ronald Bergmann | Senior Vice President | r****n@americanportfolios.com | Show details |
Employees Contact
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Email formats
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| Email format | Example | Percentage |
|---|---|---|
| Email formats for American Portfolios are not available. | ||
Email verification tool
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Technology stack
American Portfolios uses Facebook Web Custom Audiences to retarget specific segments of website visitors with highly relevant ads, maximizing advertising ROI and engagement.
American Portfolios uses Facebook Pixel to track website visitor actions and collect conversion data, facilitating precise audience targeting, retargeting campaigns, and accurate measurement of advertising performance for improved ROI.
American Portfolios uses WordPress.org to build, manage, and scale highly customizable websites and web applications, leveraging its open-source platform for full control over content, data, and extensive functionality.
American Portfolios uses reCAPTCHA to differentiate human users from automated bots, protecting websites and online services from spam, abuse, and fraudulent activity while maintaining a seamless user experience.