Our Firm

History of American Portfolios Financial Services, Inc.

American Portfolios was founded by a group of independent financial professionals in 2001.  Since that time, the company has grown in excess of $7.3 billion assets under management and over 60,000 corporate and retail clients.

Currently, there are approximately 560 Registered Representatives working from over 301 branch offices and 81 OSJ.

Our business activities consist primarily of retails sales and trading of listed and unlisted equities and fixed-income securities, government, municipal and corporate securities, options, mutual funds, variable annuities and related insurance products and services.

In keeping with our focus on service to the client all general securities transactions are cleared through our clearing arrangements with Pershing Bank of New York Mellon and T.D. Waterhouse.

American Portfolios local registered representatives have over 32 combined years of experience handling 401(k)'s, 403(b)'s and benefit planning.  As independent representatives, we can offer products from a wide array of insurance and investment companies to the corporate marketplace, meeting both employee and company needs. 

By 2005, our corporate group benefit business had grown large enough that it merited a dedicated team focused entirely on servicing and growing those accounts, and APFS Rochester, Inc. was formed to do just that. 

Today, as before, our strong history of client retention speaks to the quality of our service.