Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS) 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. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. 

American Portfolios has numerous recognitions by a number of industry publications and organizations.  Such acknowledgment includes: multiple Broker-Dealer of the Year (Division III) wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.


Insurance

Investment Management

American Portfolios

Lon T. Dolber

Msit Tara Cusumano Ms

Q Z.

Joyce Sneeden

Jeremy Vela

Mike Maloney

John Rodriguez

Vincent Esparza Cfp, Clu, Nssa

Tom Finnegan

Lori Dougherty

Howard Douglas Clu, Chfc, Msfs, Aep

Gary Davis

Ben Lira

Mary Lobue

Cynthia Dorsch

Martin Wendel

Avi Bitton

Cliff Walsh

Melissa Dolber Grappone

Kevin Filosa

Kenneth A.

Brett Shofner

The Data and Technology Team at American Portfolios is responsible for developing, maintaining, and supporting the company's technical infrastructure and data systems. This includes creating and managing software applications, providing technical assistance to staff, overseeing data operations to ensure data integrity and accessibility, and driving technological innovations to enhance operational efficiencies and service delivery. The team ensures that all technological solutions align with the strategic goals of the company and supports independent investment professionals nationwide.

Data and Technology Team

Leadership Team

Financial Planning Team

Compliance and Risk Management

Data and Technology Team

About

Team members

Other teams at American Portfolios

Leadership Team

Financial Planning Team

Compliance and Risk Management