Jeremy Price is a CFP-designated registered investment advisor, based in Malta, NY, with 4 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2691 State Route 9, Malta, NY, 12020
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2026 - Present · 2 mos
Retirement Planning Group, LLC
July 2026 - Present · 3 mos
Previous Registrations
Goldman Sachs Wealth Services, L.P.
December 2022 - October 2025 · 2 yrs 10 mos
Goldman Sachs & CO. LLCBroker
August 2022 - July 2026 · 3 yrs 11 mos
State Registrations1 state
NY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Jonathan Laparl, CFPOsaic Wealth, INC.
- Kiere Neulander, CFPLPL Financial LLC
- Michael Frontera, CFP, ChFCCambridge Investment Research Advisors, INC.
- Darryl Teal, CFPAmeriprise Financial Services, LLC
- Robert Woodcock, CFP, ChFCEquitable Advisors, LLC
- Richard Sandner, ChFCEquitable Advisors, LLC