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

David Smalbach

Daniel Mazzola

John Johnson

Cfp® Erica Smith

Msit Tara Cusumano Ms

Q Z.

Joyce Sneeden

Jeremy Vela

Mike Maloney

John Rodriguez

Vincent Esparza Cfp, Clu, Nssa

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 Investment Advisory team at American Portfolios provides personalized investment strategies and financial planning services tailored to meet individual client needs. This team, consisting of Investment Advisory Representatives and a Financial Services Assistant, offers expert guidance on asset management, portfolio construction, and risk assessment. They work closely with clients to develop comprehensive financial plans, including retirement planning, tax-efficient investing, and long-term care solutions.

Investment Advisory

Leadership Team

Financial Planning Team

Compliance and Risk Management

Investment Advisory

About

Team members

Other teams at American Portfolios

Leadership Team

Financial Planning Team

Compliance and Risk Management