American Portfolios

American Portfolios Employee Directory

Financial ServicesNew York, United States201-500 Employees

Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS), now Osaic,  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.

Find American Portfolios employees' phone numbers or email addresses

American Portfolios Global Highlights

Location
Employees

North America
932

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  • United States Of America
    932

Europe
5

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  • Germany
    2
  • United Kingdom Of Great Britain And Northern Ireland
    2
  • France
    1

Asia
3

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  • India
    2
  • Nepal
    1

American Portfolios's Leadership

  • Stylized image of a person
    K. C.
    Chief Executive Officer
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    D. L.
    Chief Administrative Officer
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  • Stylized image of a person
    D. H.
    Chief Compliance Officer
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    B.
    Chief Operating Officer
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  • Stylized image of a person
    C. W.
    Chief Investment Officer
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  • Stylized image of a person
    C. W.
    Chief Investment Officer
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  • Stylized image of a person
    H. G. C.
    Chief Compliance Officer For American Portfolios Advisors
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  • Stylized image of a person
    M. R.
    Chief Compliance Officer
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Contact profiles from American Portfolios

Name
Title
Contact Info
Location
Last Update
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    D. O.
    President
    Phone icon
    United StatesFlorida
    Oct 21, 2024
  • Stylized image of a person
    D. M.
    Owner
    Phone icon
    United StatesMinnesota
    Oct 17, 2024
  • Stylized image of a person
    D. S.
    President
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    E. V.
    Assistant To Ceo
    Phone icon
    United StatesNew York
    Sep 12, 2024
  • Stylized image of a person
    F. G.
    Cco
    Phone icon
    United StatesNew York
    Oct 16, 2024
  • Stylized image of a person
    F. T.
    President
    Phone icon
    United StatesNew York
    Oct 21, 2024
  • Stylized image of a person
    G. B.
    Owner
    Phone icon
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    G. E.
    Founder - Chief Executive Officer
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    United StatesTexas
    Oct 22, 2024
  • Stylized image of a person
    H. G. C.
    Chief Compliance Officer For American Portfolios Advisors
    Phone icon
    United StatesFlorida
    Oct 22, 2024
  • Stylized image of a person
    J. R.
    Managing Partner
    Phone icon
    United StatesPennsylvania
    Oct 16, 2024

Frequently Asked Questions

What is American Portfolios known for?

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American Portfolios was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 4250 Veterans Memorial Hwy. Ste. 420E Holbrook, NY 11741 US; you can contact the main corporate office by phone at . Explore American Portfolios's company overview page for more information.

What is American Portfolios's most common email format?

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American Portfolios employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more American Portfolios email formats with LeadIQ.

How many employees does American Portfolios have currently?

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American Portfolios has approximately 220 employees as of December 2024. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are American Portfolios's key employees and leadership?

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As of December 2024, American Portfolios's key employees include:

  • Chief Executive Officer: K. C.
  • Chief Administrative Officer: D. L.
  • Chief Compliance Officer: D. H.
  • Chief Operating Officer: B.
  • Chief Investment Officer: C. W.

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