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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Greenwich, CT

Every SEC-registered financial advisor at a firm office in Greenwich who lists the Certified Financial Planner designation, A to Z.

26 CFP professionals work in Greenwich; the most are at J.P. Morgan Securities LLC (5). 16 are also registered broker representatives.

CFP advisors in Greenwich, A to Z

Every advisor in Greenwich →
  • Lilliam S. AraqueStrategic Advisers LLC · Certified Financial Planner
  • Jennette J. BrilliantCerity Partners LLC · Certified Financial Planner
  • John M. CramptonCresset Asset Management, LLC · Certified Financial Planner
  • David J. DonovanMorgan Stanley · Certified Financial Planner
  • Sean M. DowlingThe Dowling Group Wealth Management · Certified Financial Planner
  • Naidia DowouJ.P. Morgan Securities LLC · Certified Financial Planner
  • Laura K. DrynanFirst Manhattan Co. LLC · Certified Financial Planner, Chartered Financial Analyst
  • Adam C. ElgertWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Edward FennesseyStrategic Advisers LLC · Certified Financial Planner
  • Matthew H. FosterFocus Partners Wealth, LLC · Certified Financial Planner
  • Ryan J. GiacomarroJ.P. Morgan Securities LLC · Certified Financial Planner
  • Dylan M. GivnerJ.P. Morgan Securities LLC · Certified Financial Planner
  • Robert V. GrilloRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Martha S. KernPlan First Wealth LLC · Certified Financial Planner, Chartered Financial Consultant
  • Nadine G. LeeFocus Partners Wealth, LLC · Certified Financial Planner, Personal Financial Specialist
  • James A. MooreWjl Financial Advisors · Certified Financial Planner
  • Kirk A. MullenJ.P. Morgan Securities LLC · Certified Financial Planner
  • Mark W. NasoWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Matthew C. NorthropMain Street Research LLC · Certified Financial Planner
  • Alexander L. PaliosMorgan Stanley · Certified Financial Planner
  • Jay R. Post Jr.Citigroup Global Markets Inc. · Certified Financial Planner
  • Elaine M. PotashPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kelvin SavageJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
  • Charles W. Tricomi Jr.Greenwich Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Lidia VelazquezCitigroup Global Markets Inc. · Certified Financial Planner
  • Susana VidanStrategic Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Greenwich

J.P. Morgan Securities LLC 5Strategic Advisers LLC 3Citigroup Global Markets Inc. 2Focus Partners Wealth, LLC 2Morgan Stanley 2Wells Fargo Clearing Services, LLC 2Cerity Partners LLC 1Cresset Asset Management, LLC 1First Manhattan Co. LLC 1Greenwich Wealth Management, LLC 1Main Street Research LLC 1Plan First Wealth LLC 1Private Advisor Group, LLC 1Raymond James Financial Services Advisors, Inc. 1The Dowling Group Wealth Management 1

CFP advisors in other Connecticut cities

All of Connecticut →

Stamford 103West Hartford 79Glastonbury 67Farmington 58Shelton 39Fairfield 37Westport 37New Haven 20Madison 19Cheshire 18Avon 17Hartford 14Mystic 14Essex 13Guilford 13Darien 12Milford 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8

Questions

How many CFP financial advisors are in Greenwich, CT?

26 SEC-registered investment adviser representatives at firm offices in Greenwich, Connecticut list the CFP designation; J.P. Morgan Securities LLC employs the most of them (5).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Greenwich?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.