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A Confluence of Purpose

American Portfolios joins forces with Advisor Group.

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Learn More

Go Paperless Effortlessly

View, manage and update your accounts on American Portfolios Client Access anytime, anywhere.

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Register Now

An American Portfolios Market Outlook

Chief Investment Officer Cliff Walsh, CFA®, provides insight in a new market commentary.

Read the Commentary
Read the Commentary

Committed to Community Renewal

American Portfolios proudly fosters creative entrepreneurship by providing financial support and nurturing financial literacy.

 

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Learn More

To Serve and Protect

A Message from American Portfolios CEO on Commitment to Workplace Safety

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Read Statement

Celebrating Our 20th Year of Service

2021 marks American Portfolios’ 20th year of helping people fulfill their American Dreams.

Read the Press Release
Read the Press Release

BEHIND EVERY DOLLAR

Hear what our leaders and advisors believe sets us apart.

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Watch Full Video
Watch Trailer Video
Watch Full Video

Financial Freedom

The American Portfolios Advantage: American Portfolios Financial Services, Inc. was conceived by a group of like-minded, independent financial services professionals in private practice dedicated to serving their clients by offering sound financial guidance and solid investment advice. Click here to learn more.

Contact Us

4250 Veterans Memorial Hwy., Ste. 420E
Holbrook, NY 11741
Tel: 631.439.4600 or 800.889.3914
Fax: 631.439.4698
Contact Us

Experience “Financial Freedom – The American Portfolios Advantage”

Disclosure Notices

AP Accountholder Commission and Fee Schedule
AP/Pershing Mutual Fund Surcharge List
Business Continuity Plan Disclosure
Cash Sweep Program Disclosure
Cash Sweep Insured Cash Account Program Rate Chart: BDSL
Cash Sweep Program Bank Deposit Rate Chart: BDSA, BDSP, BDSR
Cash Sweep Program Participating Bank List
Characteristics and Risks of Standardized Options
Client Privacy Notice
Code of Ethics
Customer ID Program Notice
Customer Relationship Summary
Do Not Sell My Personal Information
Federated Hermes Government Reserves Fund Summary Prospectus
Model Management Available Managers and Pricing
Municipal Securities Investor Information
Municipal Securities Rules
Password Reset Instructions
Privacy Policy
Revenue Sharing
SEC Rule 606
Treasury Department Deems Financial Services Sector Critical

Securities offered through American Portfolios Financial Services, Inc., Member: FINRA/SIPC

Investment advisory services offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor
Form ADV Part 2A Disclosure Brochure

 

Check the background of any investment professional on FINRA’s BrokerCheck.