americanportfolios.comInvestment Advisory Services | American Portfolios Financial Services
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Title:Investment Advisory Services | American Portfolios Financial Services
Description:American Portfolios offers investment advisory services. We are an SEC Registered Investment Advisor offering investment advisory services.
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CLOSE The AP Difference Advisors Clients Contact Us Join AP BrokerCheck Blog Login MENU The AP Difference Advisors Clients Contact Us Join AP BrokerCheck Blog Login MENU American Portfolios has been vigilant in actively monitoring the situation surrounding the COVID-19 pandemic to ensure the uninterrupted operations, support and services by—and for—its employees, affiliated investment professionals and their clients in the midst of this uncertain environment. Please click here to read a statement from CEO Lon T. Dolber. -- American Portfolios Stands United Against Social Inequality CEO Lon T. Dolber shares a company message reflecting on the current unrest in our nation. Read the Message Read the Message An American Portfolios Market Outlook Keep current on what’s happening in the market and economy: Read commentary from American Portfolios’ Chief Investment Officer Cliff Walsh, CFA in this AP Market Commentary. Learn More Learn More Providing Support When It’s Needed Most American Portfolios steps things up for its financial professionals at a time when service excellence has never been more important. Learn More Learn More American Portfolios Deemed an Essential Business Dept. of Homeland Security deems American Portfolios’ workforce and affiliated associates essential to nation’s public health and economic security. Learn More Learn More SIX YEARS RUNNING WINNER OF THE 2020 BROKER/DEALER OF THE YEAR AWARD SIX TIMES IN A ROW* Based on a poll of registered representatives conducted by Investment Advisor Magazine. Broker/Dealers ranked highest by their representatives are awarded “Broker/Dealer (BD) of the Year* Learn More Learn More Setting the Bar Ever Higher American Portfolios wins the 2020 WealthManagement.com Industry Award in the category of Broker-Dealers with Fewer than 1,000 Advisors – Service for its practice management solution, Virtual Administrative Services. Learn More Learn More WE DON’T SEEK TO BE THE BIGGEST… JUST THE BEST. American Portfolios has been named one of the Best Companies to Work for in New York six years running. Learn More Learn More BEHIND EVERY DOLLAR Hear what our leaders and advisors believe sets us apart. Watch Trailer Video Watch Full Video Watch Trailer Video Watch Full Video Your clients trust you to give them the best advice We’re here to help you stay one step ahead. Enjoy exclusive access to resources provided by AP’s industry experts Learn More Learn More “The only people I answer to, as an independent, are my clients.” — Bob Clayton, American Portfolios Advisor Meet More Advisors Meet More Advisors RESPONSE TO COVID-19 American Portfolios has been vigilant in actively monitoring the situation surrounding the COVID-19 pandemic to ensure the uninterrupted operations, support and services by—and for—its employees, affiliated investment professionals and their clients in the midst of this uncertain environment. Please click here to read a statement from CEO Lon T. Dolber. Contact Us 4250 Veterans Memorial Hwy., Ste. 420E Holbrook, NY 11741 Tel: 631.439.4600 or 800.889.3914 Fax: 631.439.4698 Contact Us Experience “Financial Freedom – The American Portfolios Advantage” Disclosure Notices SEC Rule 606 Revenue Sharing Customer ID Program Notice Customer Relationship Summary Municipal Securities Investor Information Municipal Securities Rules Privacy Statement Google Analytics Terms of Service Code of Ethics Business Continuity Plan Bank Deposit Sweep Program Disclosure APFS Accountholder Fee Schedule Treasury Department Deems Financial Services Sector Critical Securities offered through American Portfolios Financial Services, Inc., Member: FINRA / SIPC Investment advisory services offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor Check the background of any investment professional on FINRA’s BrokerCheck....
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