American Portfolios Financial Services Inc.
A member of American Portfolios Holdings Inc.
4250 Veterans Memorial Highway
Holbrook, NY 11741
Clearing firm: Pershing LLC, TD Ameritrade, Other
No. advisers: 811
Year founded: 2001
Year end: Dec. 31
No. of retail offices: 362
For More Information
|CEO||Lon T. Dolber|
|Recruiting Contact||Timothy O'Grady|
(800) 889-3914 ext. 285
|Compliance Contact||Martin Wendel|
631.439.4600, ext. 126
|Marketing Contact||Melissa Grappone|
(800) 889-3914 ext. 108
|Technology Operations Contact||Lon T. Dolber|
(631) 439-4600 ext. 106
Recruitment & Staffing
|No. of reps||811||808||805|
|No. of producing reps||675||667||680|
|No. of reps producing $100K-$499K /year||341||333||302|
|Total revenues: Other||0||0||0|
|Total account assets||$21,738,093,622||$20,445,604,605||$21,327,480,717|
|Total account assets: Other||$14,900,374,370||$14,697,364,903||$16,413,369,484|
|Average assets per rep||$26,804,061||$25,303,966||$26,493,765|
|Social Media & Mobile|
|Allows advisers to use social media||Y|
|Social media sites allowed||Facebook|
|Dedicated mobile application for advisers?||Y|
|Primary purpose of mobile application||mobile application for our national conference - Connections|
November 4, 2017 - How successful areâ€‹ broker-dealers in harnessing the power of big data and predictive analytics to help advisers grow their practices and retain clients? According to a panel of broker-dealer executives participating in an InvestmentNews Technology...
May 21, 2017 - Some retirement plan advisers are turning to so-called "RIA aggregators" that focus on the defined contribution market to help them build their practices, the primary allure being the scale and support afforded by a large, like-minded adviser network....
April 23, 2017 - Top 50 IBDs ranked by 2016 revenue Bubble view By group Table view Firm 2016 revenue ($M) % change vs. 2015 2016 commission revenue ($M) % change vs. 2015 2016 fee revenue ($M) % change vs. 2015 2016 other revenue ($M) % change vs. 2015 1 LPL Financial...
January 22, 2017 - The 2017 InvestmentNews independent-broker-dealer directory is based on information provided by 90 eligible firms. To be considered for future listings, contact INResearch@investmentnews.com. Visit InvestmentNews.com/bddata for more-complete profiles....
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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