Southampton

Visit Schwab's Southampton, NY branch, your local investment firm offering financial services near you.

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Address

16 Hill Street, Suite #6
Southampton, NY 11968: opens in a new window

Independent Branch

We are located on Montauk Highway / Hill St just East of the Southampton Movie Theater and West of Jobs Lane.

Ample parking available in attached parking lot.

Hours

Mon - Fri: 9:00 a.m. - 5:00 p.m.
Sat - Sun: Closed
Check deposits only. Accepted until 5:00 p.m.

Contacts

Branch phone: 631-259-6888
24/7 support: 800-435-4000

Please schedule an appointment before visiting so that we may provide you with the best service possible.

Your needs, expertly handled.

Schwab Consultants have one goal: to help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Michael Illari

Independent Branch Leader and Financial Consultant | CFP®, MBA

Trent Dattoli

VP - Financial Consultant

We have one focus: You.

Whether you prefer to manage your own investments or work with a Consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you—ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.

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Past performance is no guarantee of future results.

There are eligibility requirements to work with a dedicated Financial Consultant.

Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

(1025-SM77)

Southampton

Location Details for Southampton

Address

Hours

Contacts