American Portfolios (AP) is among a small segment of privately held independent broker/dealers defending its position to build and conduct business—and the businesses it serves—the way it chooses. These are companies not owned by a manufacturer of product, a private equity firm or a consolidator that holds eight or nine broker/dealers. AP’s upward ascent charted by tying interconnected strategic perspectives—people, innovation, process and customer—to advance its ambitious vision for growth and greatness.

WITH THE YEAR ALMOST GONE, you may now be evaluating the effectiveness of the marketing plans put in place at the beginning of the New Year.  Consistent review of results and what’s working is needed to monitor progress; however, during the course of this review, before you decide to cast off your marketing budget, understand that doing so is tantamount to running a ship without a sail.

No. 1 Company to Work for in NY

CEO Lon T. Dolber, stated, "There is no greater affirmation as a leader of a firm than knowing the satisfaction of your employees, and in turn your customers. I've always believed that the success of any company has to start, first and foremost, with your people and their well-being." Read Press ReleaseGo to

What is “Behind Every Dollar”? 

Explore the inner workings of what's possible because the powerhouse of thought is not burdened by complexities. In an industry subverted by multiple agendas ... Watch VideoGo to

American Portfolios Annual Review

From our first day of business, we've believed the things that make you richest are the things you do for others. Since then, we've never looked back. Independent together for 15 years!

In 2015, with a five-year roadmap in hand, AP set out to confidently navigate a course toward increased profitability and sustainable independence. Because of the roadmap, AP has stayed focused on the future, helping the fast-paced byways of financial services to sustain.  Download Annual Review  Download Road Map Go to

American Portfolios Financial Services, Inc.

Winner of The 2015 and 2016 Broker/Dealer of the Year

Fifteen years ago on Sept. 10, 2001, we founded our company with the simple idea that every financial advisor should have only one person to answer to—the client. Yet, this recognition is not for the idea or the company; it’s for the people, our full-time associates, affiliated colleagues, investing clients and communities in which we live that make it all possible. It’s small proof that, in America, anything is possible when people come together to follow a truly independent path. See Award MaterialGo to Watch CEO Video Go to

Gain Insights From Your Peers, Best Practices and the Industry at Large

American Portfolios’ quarterly publication, FREE, is a publication that reinforces our company’s culture of open dialogue, collaboration and transparency.  

FREE taps into a wealth of information, knowledge and expertise from individuals and entities associated with American Portfolios.  It is a collection of content prepared by the editorial team in corporate communications and other industry experts, clients and affiliated American Portfolios advisors. You’ll gain insights from your peers about the economy, best practices and the industry at large.  Read MagazineGo to

American Portfolios Financial Services, Inc.
4250 Veterans Memorial Hwy, Suite 420E
Holbrook, NY 11741
P 631.439.4600
F 631.439.4698