Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in New Haven, CT
Every SEC-registered financial advisor at a firm office in New Haven who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in New Haven; the most are at Janney Montgomery Scott LLC (6). 12 are also registered broker representatives.
CFP advisors in New Haven, A to Z
Every advisor in New Haven →- Kenneth J. AyersAyers & Associates, P.C. · Certified Financial Planner
- James BellKnights Of Columbus Asset Advisors LLC · Certified Financial Planner
- Lazetta R. BraxtonThe Real Wealth Coterie · Certified Financial Planner
- Leo M. Connors Jr.Janney Montgomery Scott LLC · Certified Financial Planner
- Mark DipaolaJanney Montgomery Scott LLC · Certified Financial Planner
- Daniel A. FigulyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew C. FlemingLPL Financial LLC · Certified Financial Planner
- Dara GibbsJanney Montgomery Scott LLC · Certified Financial Planner
- Bernadette T. HuangEquita Financial Network, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Kirk KnudsenMorgan Stanley · Certified Financial Planner
- Melanie E. KreglingJanney Montgomery Scott LLC · Certified Financial Planner
- Charles F. KreitlerKreitler Financial LLC · Certified Financial Planner
- Yuna F. LarueStrategic Advisers LLC · Certified Financial Planner
- Gregory C. NappoJanney Montgomery Scott LLC · Certified Financial Planner
- Jacob W. NessKreitler Financial LLC · Certified Financial Planner
- Brian T. ObremskiJanney Montgomery Scott LLC · Certified Financial Planner
- Craig L. PlattCetera Investment Advisers LLC · Certified Financial Planner
- Kathleen A. SmithWashington Trust Advisors · Certified Financial Planner
- David J. Van OsdolSmarter Way Wealth · Certified Financial Planner, Chartered Financial Analyst
- Sarah O. WhiteStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in New Haven
Janney Montgomery Scott LLC 6Kreitler Financial LLC 2Strategic Advisers LLC 2Ayers & Associates, P.C. 1Cetera Investment Advisers LLC 1Equita Financial Network, Inc. 1Knights Of Columbus Asset Advisors LLC 1LPL Financial LLC 1Morgan Stanley 1Smarter Way Wealth 1The Real Wealth Coterie 1Washington Trust Advisors 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Connecticut cities
All of Connecticut →Stamford 103West Hartford 79Glastonbury 67Farmington 58Shelton 39Fairfield 37Westport 37Greenwich 26Madison 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 New Haven, CT?
20 SEC-registered investment adviser representatives at firm offices in New Haven, Connecticut list the CFP designation; Janney Montgomery Scott LLC employs the most of them (6).
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 New Haven?
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.