Jerry Cocuzzo & Associates

Located in Riverhead, N.Y., Morgan Stanley Smith Barney is one of the leading financial service companies in the world, specializing in wealth management. The company offers a wide range of products and services, such as brokerage and investment advisory services, financial as well as wealth planning, credit and lending, cash management, annuities, insurance, retirement and trust. Morgan Stanley Smith Barney caters to the needs of individuals, businesses and institutions. The company serves more than 550 corporate clients.

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Established in 1876, Ladenburg Thalmann & Company is a full-service banking and brokerage firm. It offers independent brokerage and advisory services and assists clients with investment strategies. The company provides assistance with matters concerning alternative investment and asset management, as well as has expertise in securities management and wealth and retirement planning. Ladenburg Thalmann & Company also offers financial advisory services and assists clients in the area of mergers and acquisitions. In addition, it represents debtors and creditors and helps them execute in- and out-of-court business restructuring procedures. The company s affiliate, Capitalink provides fairness and solvency advice to corporations. Ladenburg Thalmann & Company maintains a location in Melville, N.Y., and additionally operates of Punk Ziegel & Company, which specializes in healthcare and financial services.