Verified
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
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
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.
| Name | Title | Contact | |
|---|---|---|---|
| Steve Krameisen | Chief Technology Officer & Chief Information | s****n@americanportfolios.com | |
| Robert Cohen | President | r****n@americanportfolios.com | |
| Mahi Saini | IT Head | m****i@americanportfolios.com | |
| Robert Engelhardt | Senior Vice President | r****t@americanportfolios.com | |
| Lynn Murphy | Managing Director | l****y@americanportfolios.com | |
| Jason Mieras | Senior Managing Director | j****s@americanportfolios.com | |
| Russell Clark | Senior Managing Director | r****k@americanportfolios.com | |
| Phillip Bredow | Vice President, Operations | p****w@americanportfolios.com | |
| Ronald Bergmann | Senior Vice President | r****n@americanportfolios.com |
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.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Chris Levi | Investment Advisor Representative | ******4600 | c.......i@americanportfolios.com | |
John Clayton | Managing Director, Senior Vice President | ******5196 | j.......n@americanportfolios.com | |
Danielle Crawford | Investment Assistant | ******4680 | d.......e@karpus.com | |
Doug Cook | Executive | *******7325 | d.......k@seal-software.com | |
Jack Meyers | Vice President | ******5196 | j.......s@americanportfolios.com | |
William Larkin | Investment Advisory Representative | ******5196 | w.......n@americanportfolios.com | |
Kristina Garrison | Director Strategic Relations | ******5196 | k.......0@yahoo.com | |
Carl Vandenburg | Registered Representative | *******9236 | c.......g@americanportfolios.com | |
Kaitlyn Crawford | Internal Business Consultant | ******5196 | k.......d@americanportfolios.com | |
Jeff Baker | Financial Advisor | ******0357 | j.......r@americanportfolios.com | |
Avi Bitton | Compliance Department | ******5196 | a.......n@americanportfolios.com | |
Russ Kerstein | Commission Manager | ******5196 | r.......n@americanportfolios.com | |
Griffin Kennedy | Administrative Assistant | *******3566 | g.......y@americanportfolios.com | |
Colin Malone | Operations Associate | ******1559 | g.......1@hotmail.com | |
William Dudes | Investment Advisor | ******5196 | w.......s@americanportfolios.com | |
Jason Mieras | Certififed Financial Planner And Senior Managing Director | ******5196 | j.......s@americanportfolios.com | |
Erica Keane | Associate Products Manager | *******3653 | e.......e@americanportfolios.com | |
Rich Gerepka | Cfp At American Portfolios | ******5196 | r.......a@americanportfolios.com | |
Ronald Wyche | Senior Technical Analyst | *******3889 | w.......o@excite.com | |
Donna Imbriano | Reception Admin | ******5196 | d.......o@americanportfolios.com | |
Frank Tauches | President | ******5196 | f.......s@americanportfolios.com | |
Richard Wright | Registered Representative Principle | ******7720 | g.......h@att.net | |
David Gasparik | Registered Representative And Principal At American Portfolios Financial Services Inc | ******5196 | d.......k@americanportfolios.com | |
Kenneth Aulbach | Vice President Of National Sales | ******5196 | k.......h@donoghue.com | |
Eric May | Senior Vice President | ******4542 | e.......y@americanportfolios.com | |
Anthony Simonetti | Financial Advisor | ******5196 | a.......i@americanportfolios.com | |
Maryann Rosolino | Corporate Receptionist And Event Planner | ******1874 | m.......9@yahoo.com | |
Ron Chakler | Managing Director | ******9609 | r.......r@americanportfolios.com | |
Xavier Felipe | Cfp | *******4314 | x.......e@americanportfolios.com | |
Martin Wendel | Compliance | ******5196 | m.......l@americanportfolios.com | |
Mauro D''addato | In-house Supervisory Principal | ******9108 | m.......o@americanportfolios.com | |
Melissa Grappone | Vice President Of Marketing And Corporate Communications | ******0592 | m.......1@usa.net | |
Nicole Fernandez | Administrator | ******5196 | n.......z@americanportfolios.com | |
Susan Dunlap | Account Executive | *******3887 | s.......p@americanportfolios.com | |
Diana Curbelo | Registered Representative | ******5196 | d.......o@americanportfolios.com | |
Daniel Stallings | Investment Advisor Representative | *******5100 | d.......s@financialpg.com | |
John Stith | Investment Advisor | ******5196 | j.......h@americanportfolios.com | |
Alec Quaid | Associate Advisor | ******3242 | a.......d@northwesternmutual.com | |
Hillary Wertlieb | Financial Professional Cwsâ | ******1327 | h.......y@aol.com | |
Cindy Hurley | Administrative Assistant | ******5196 | c.......y@americanportfolios.com | |
Anthony Tripi | President | *******5510 | a.......0@yahoo.com | |
Joshua Elkin | Registered To Managing Director | ******5196 | j.......n@americanportfolios.com | |
Eli Grodko | Financial Advisor | ******4856 | e.......o@americanportfolios.com | |
Anthony Sciuto | Investment Advisor Representative | ******4814 | a.......o@earthlink.net | |
Geoffrey Brown | Compliance Officer | ******5196 | g.......9@yahoo.com | |
Allan Wasserman | Vice President | ******2204 | a.......n@americanportfolios.com | |
Patricia Mcneilly | Chartered Financial Accredited Investment Fiduciary | ******0889 | s.......l@sbp.org | |
Dave Molter | Vice President, New Business Development And Advisor Relations | ******5196 | d.......y@yahoo.com | |
A Wade | Financial Advisor | ******6889 | a.......e@americanportfolios.com | |
Rosann Lill | Assisant Office | ******4600 | r.......l@americanportfolios.com | |
John Rodriguez | Information Security Manager | *******8775 | j.......z@americanportfolios.com | |
Jason Maldonado | Operations Transaction Processor | ******4600 | j.......o@americanportfolios.com | |
Andrew Dorfman | Vice President Of Technology | *******1319 | a.......n@aol.com | |
Robert Engelhardt | Senior Vice President | ******5196 | b.......t@gmail.com | |
Michael Stewart | Managing Director, Owner And Operator Of The Houston Branch | ******5196 | m.......t@americanportfolios.com | |
Bruce Agne | Financial Advisor | ******5196 | b.......e@americanportfolios.com | |
Stanley Alterman | Senior Managing Director | ******5196 | s.......n@americanportfolios.com | |
Lon Dolber | Chief Executive Officer | ******7911 | l.......r@americanportfolios.com | |
Karen Finley | Administrative Assistant | ******5196 | k.......5@gmail.com | |
Dave Stepp | Investment Advisor | ******9017 | d.......p@americanportfolios.com | |
Howard Brodis | Branch Assoc Pres | ******1343 | h.......s@yahoo.com | |
Charles Herendeen | Managing Director Of Retirement Plans And Financial Advisor | *******4407 | c.......n@americanportfolios.com | |
John Johnson | Financial Planner | ******2605 | j.......n@americanportfolios.com | |
Kelly Lonergan | Registered Representative | ******7000 | k.......y@turner-corp.com | |
Al Spangler | Investment Advisor Representative | ******1262 | a.......9@yahoo.com | |
Roger Fence | Registed Representative | ******5196 | r.......e@americanportfolios.com | |
Doug Siebert | Registered Representative | ******7346 | d.......e@socket.net | |
Regina Clayton | Investment Advisor Representative | ******5196 | r.......n@americanportfolios.com | |
David Gallant | Registered Principal | *******4673 | d.......2@maine.rr.com | |
Ben Lira | Managing Director | *******4600 | b.......a@americanportfolios.com | |
Ethel Valentino | Assistant To Chief Executive Officer At American Portfolios | ******5196 | e.......o@americanportfolios.com | |
Christopher Gillon | Investment Advisor | ******5196 | b.......1@yahoo.com | |
Timothy Harding | Investment Advisor Representative | ******8452 | t.......g@sovereignbank.com | |
Keith Carravone | Insurance Sales | *******7968 | r.......h@verizon.net | |
Kimberly Branch | Vice President Of Marketing Strategy | ******0466 | k.......h@americanportfolios.com | |
Brian Rickles | Financial Advisor | ******5196 | b.......s@americanportfolios.com | |
Gregory Masone | Financial Advisor | *******9922 | g.......e@hotmail.com | |
Jane Desmond | Managing Director | *******4600 | j.......d@americanportfolios.com | |
Stephen Maresca | Financial Advisor | ******5196 | s.......a@americanportfolios.com | |
Stewart Caesar | Consultant | ******2945 | s.......1@optonline.net | |
Michael Bird | Vp | ******5196 | m.......d@americanportfolios.com | |
Sharon Hennager | Assistant | ******5196 | s.......r@americanportfolios.com | |
James Goedtke | Rfc Client Services Associate Senior Vice President Due Diligence Analyst, Product Manager | *******4600 | i.......s@frontiernet.net | |
Patty Hunter | Assistant | ******5196 | p.......r@americanportfolios.com | |
Patricia Brooks | Administrative Support Associate | ******0999 | s.......4@gmail.com | |
Denise Shaljian | New Business | ******5196 | d.......n@americanportfolios.com | |
David Bangert | Managing Director | *******4600 | d.......t@americanportfolios.com | |
Paul Berceau | Insurance | ******6770 | p.......u@yahoo.com | |
Scott Littman | Compliance | ******5196 | s.......n@americanportfolios.com | |
Amber Kane | Advisor Technology Analyst | ******6136 | a.......e@americanportfolios.com | |
Corey Brodsky | Director Of Practice Management | ******2443 | c.......y@massmutual.com | |
Daniel Dipaola | Financial Advisor | ******1678 | d.......a@hotmail.com | |
Maria Zarb | Vice President - Business Services | ******5196 | m.......b@americanportfolios.com | |
Christopher Levi | Investment Advisor Representative | ******5196 | l.......2@yahoo.com | |
Andrew Corrigan | Registered Representative | *******1775 | a.......1@verizon.net | |
James Mcpartlan | Investment | ******5196 | j.......n@americanportfolios.com | |
Damon Joyner | Chief Financial Officer | ******3332 | d.......r@comcast.net | |
Mark Frieler | Senior Vice President | ******7764 | m.......r@wi.rr.com | |
Patti Redling | Financial Consultant | ******5196 | r.......2@optonline.net | |
David Pulcini | Financial Advisor | *******8446 | d.......i@axa-advisors.com |
Email Formats
Discover the email patterns used at American Portfolios to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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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.
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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