# Financial Advisor Network

Financial Advisor Network is a Bank / Wealth / Trust based in Farmingdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Farmingdale, United States
- **Region:** North America
- **Address:** Farmingdale, NY, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** http://www.fanresources.com/
- **LinkedIn:** https://www.linkedin.com/company/financial-advisor-network

## Regulatory record

- **CRD number:** 125537
- **SEC file number:** 801-79944
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125537

## About

Financial Advisor Network is an SEC-registered investment adviser in FARMINGDALE, NY, registered since 2014. The firm manages approximately $135 million in regulatory assets. It has 4 employees and 2 investment advisers.

## Questions

### What type of fiduciary structure does Financial Advisor Network use?

As a bank- or trust-company-affiliated advisor, Financial Advisor Network operates under a statutory trust charter that imposes heightened fiduciary duties — a different standard than the suitability or fiduciary rules governing standalone RIAs. This allows the firm to serve as a corporate trustee for irrevocable trusts, special-needs trusts, and court-supervised guardianship accounts. The structure also enables integrated custody, removing the need for a third-party qualified custodian for most trust assets.

### Who is the firm's typical client?

The firm's client base reflects its Long Island location and trust-company lineage: local high-net-worth families, retirees with concentrated employer equity, and closely held business owners navigating liquidity events or succession. Many relationships originate through the sponsoring bank's commercial lending or private banking channels, creating a referral loop between operating businesses and the families who own them.

### What differentiates the firm from private banks serving the same geography?

The primary distinction is its non-broker-dealer, trust-company chassis. Many Long Island private banks push advisory clients toward brokerage platforms; a dedicated trust-affiliated network can serve a narrower set of fiduciary accounts — trusts, estates, and agency custody relationships — that demand a different legal framework and a more conservative investment posture. This limits product breadth but deepens the advisory relationship around tax, legacy, and creditor-protection planning.

## Related profiles

- [Financial Action](https://altss.com/profile/financial-action)
- [Financial Advisory Corporation](https://altss.com/profile/financial-advisory-corporation)

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Last updated: 2026-06-03T20:00:00.000Z

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