# AMERICAN PORTFOLIOS ADVISORS. INC

AMERICAN PORTFOLIOS ADVISORS. INC of HOLBROOK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 112697
- Type: SEC-registered investment adviser
- SEC file number: 801-61065
- Location: 4250 VETERAN'S MEMORIAL HIGHWAY, 4TH. FLOOR, SUITE 420E, HOLBROOK, NY, 11741
- Phone: 631-439-4600 X156
- Latest filing: 2024-08-01
- Regulatory AUM: $13.1B
- Discretionary AUM: $9.5B
- Non-discretionary AUM: $3.6B
- Clients: 700
- Accounts: 54,553

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| DOLBER LON TERRY | CEO; CEO, PRESIDENT; CHAIRMAN (+3 more) | — |
| TAUCHES FRANK ANTHONY | CHIEF COMPLIANCE OFFICER; CHIEF COUNSEL FOR THE FIRM; EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL FOR THE FIRM | — |
| LOMANTO THOMAS JOSEPH | CHIEF COMPLIANCE OFFICER; PRESIDENT; SR VICE PRESIDENT | — |
| GRUBER JOSEPH BENJAMIN | PRESEIDENT | — |
| SCHLUETER MATTHEW ADAM | EXECUTIVE VICE PRESIDENT | — |
| CHAFFEE HAROLD GERARD | CCO | — |
| PRICE JAMES DALE | CHAIRMAN | — |
| GORDON GEORGE BRUCE | EXECUTIVE VICE PRESIDENT; PRESIDENT | — |
| JOYNER DAMON BRADLEY | CHIEF FINANCIAL OFFICER | — |
| WIRTSHAFTER TOM M | PRESIDENT | — |
| MOORS COLIN MICHAEL | CCO | — |
| WIRTSHAFTER TOM | PRESIDENT | — |
| CAIRNEY WILLIAM F | CCO | — |
| BAIATA FRANK | PRESIDENT | — |
| SCHMIDT STEVEN ANDREW | TREASURER | — |
| DOLBERGRAPPONE MELISSA ANN | VICE PRESIDENT OF MARKETING & CORPORATE COMMUNICATIONS | — |
| MCKENNA NINA | ASSISTANT SECRETARY | — |
| Vollono Craig | EXECUTIVE VICE PRESIDENT, AP HOLDINGS, INC. AND GENERAL COUNSEL | — |
| SEIFFERT SCOTT ROBERT | CHIEF ACCOUNTING OFFICER | — |
| HENIG ABBY | ASSISTANT SECRETARY | — |
| MYERS MICHAELA DALE | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112697/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112697/similar
- Related entities: https://search.stillhousedata.com/firm/112697/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112697

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.