Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Stamford, CT
Every SEC-registered financial advisor at a firm office in Stamford who lists the Certified Financial Planner designation, A to Z.
103 CFP professionals work in Stamford; the most are at Steward Partners Investment Advisory, LLC (45). 82 are also registered broker representatives.
CFP advisors in Stamford, A to Z
Every advisor in Stamford →- Adrienne B. AlexanderCommonwealth Financial Network · Certified Financial Planner
- David M. AltmanAlliancebernstein L.P. · Certified Financial Planner
- Peter F. AvondaSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Dehaven J. BeckerSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael BeloffStratos Wealth Partners, Ltd. · Certified Financial Planner, Chartered Financial Consultant
- Robert J. Bennett Jr.Brighton Jones LLC · Certified Financial Planner
- Matthew BillittiCharles Schwab & Co., Inc. · Certified Financial Planner
- William D. BishopAlliancebernstein L.P. · Certified Financial Planner
- Stephen K. BlackwellSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Matthew J. BonshakNew Edge Wealth · Certified Financial Planner
- Francis A. BrownAbundant Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Whitney P. BullardTiaa-Cref Individual & Institutional Services, LLC · Certified Financial Planner
- Timothy M. Burklow Jr.Steward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Zachary CalderSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Robert F. Carrigg Jr.Steward Partners Investment Advisory, LLC · Certified Financial Planner
- Elizabeth L. ClearyMML Investors Services, LLC · Certified Financial Planner
- Kyle A. CodeyOppenheimer & Co. Inc. · Certified Financial Planner
- David K. CohnSteward Partners Investment Advisory, LLC · Certified Financial Planner
- James A. CookJc Capital Advisors Group LLC · Certified Financial Planner
- Spencer M. CooperRzh Advisors LLC · Certified Financial Planner
- Bryn M. DoyleMML Investors Services, LLC · Certified Financial Planner
- David E. ElwoodSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Alexandra G. EscobedoNew Edge Wealth · Certified Financial Planner
- Charles L. FaillaSovereign Financial Group, Inc. · Certified Financial Planner
- Stephanie T. FernandesMercer Global Advisors Inc. · Certified Financial Planner
- Nathan FreshwaterNew Edge Wealth · Certified Financial Planner
- Paul T. GaitherSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Michael J. Germano IVSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Donna H. GoldmanOppenheimer & Co. Inc. · Certified Financial Planner
- Tracy A. GraviusRockefeller Capital Management · Certified Financial Planner
- Josette L. GreechanOppenheimer & Co. Inc. · Certified Financial Planner
- Joshua T. GreenSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Stefan E. GreenbergMML Investors Services, LLC · Certified Financial Planner
- Martha E. GuyerSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Alison J. HamiltonCarnegie Investment Counsel · Certified Financial Planner
- Kevin F. HansleyVantage Financial Group, Inc. · Certified Financial Planner
- Thomas J. HenskeMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Burton E. Hilton IVNew Edge Wealth · Certified Financial Planner
- Joshua C. HoltSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Richard W. HumphreySteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Briana M. IannacconeSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Lacey D. JohnsonNeuberger Berman Bd LLC · Certified Financial Planner
- Kevin P. JudgeCharles Schwab & Co., Inc. · Certified Financial Planner
- Sharon G. KaploveAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael J. KeysSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Allison A. KistlerSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Jack R. KornutikPrime Capital Financial · Certified Financial Planner
- Jacob R. LambertTortoise Investment Management, LLC · Certified Financial Planner
- Seth S. LesondakSteward Partners Investment Advisory, LLC · Certified Financial Planner
- William M. LewisSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Yanbin LinsimSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Daniel A. LockwoodSteward Partners Investment Advisory, LLC · Certified Financial Planner
- David LumSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Matthew Marino-BabcockSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Gary MarzottoCharles Schwab & Co., Inc. · Certified Financial Planner
- Joseph M. MasielloLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Jerry O. McDonaldSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Brendan L. McEwanRzh Advisors LLC · Certified Financial Planner
- Eric A. MeermannPalisades Hudson Asset Management, L.P. · Certified Financial Planner
- Jason J. MinardTweedy, Browne Company LLC · Certified Financial Planner
- George P. Mitchell Jr.MML Investors Services, LLC · Certified Financial Planner
- Ellen H. MolnarSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Matthew L. MongonNew Edge Wealth · Certified Financial Planner
- Travis MunroSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Barbara Ann NapolitanoStrategic Advisers LLC · Certified Financial Planner
- Rohan R. NayakBasso Capital Management, L.P. · Certified Financial Planner
- George U. NottinghamSteward Partners Investment Advisory, LLC · Certified Financial Planner
- John J. OcchipintiSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Daniel OppizziStrategic Advisers LLC · Certified Financial Planner
- Richard M. ParryPrime Capital Financial · Certified Financial Planner
- Stephen S. PhilleoSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Michael B. PiazzaSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Jonathan J. Piazza-HarperNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Nicholas I. QuartaranoLPL Financial LLC · Certified Financial Planner
- Legrand S. Redfield Jr.Asset Management Group, Inc. · Certified Financial Planner
- Tobe C. ReedSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
- Justin T. ReeseNew Edge Wealth · Certified Financial Planner
- Jason R. ReevesSteward Partners Investment Advisory, LLC · Certified Financial Planner
- John A. RiceSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Cody RobertsWilliam Blair · Certified Financial Planner
- Lauren A. RowlandRzh Advisors LLC · Certified Financial Planner
- Simi SchwartzSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Leah D. SchwarzSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Alan B. SegalSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Matthew W. SextonClear Harbor Asset Management, LLC · Certified Financial Planner
- Alexander ShapsesNew Edge Wealth · Certified Financial Planner
- William D. SidariSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Peter H. SilcoxSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Robert E. SlatkinSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Caryn J. SmithSovereign Financial Group, Inc. · Certified Financial Planner
- Daniel C. SnyderSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Corrado V. SpezzacatenaSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Jacob V. StewartNorthcoast Asset Management LLC · Certified Financial Planner
- Michael L. StradtSteward Partners Investment Advisory, LLC · Certified Financial Planner
- John A. Straus Jr.New Edge Wealth · Certified Financial Planner
- Stephen StrosserStrategic Advisers LLC · Certified Financial Planner
- Joseph M. Sullender Jr.Steward Partners Investment Advisory, LLC · Certified Financial Planner
- Erika SullivanSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Britt SzostakMML Investors Services, LLC · Certified Financial Planner
- Vernon A. ThorntonSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Christopher J. WolfeGc Wealth Management Ria, LLC · Certified Financial Planner, Chartered Financial Analyst
- David R. WrenSovereign Financial Group, Inc. · Certified Financial Planner
- Carl J. ZuckerbergRzh Advisors LLC · Certified Financial Planner
Firms with the most CFP professionals in Stamford
Steward Partners Investment Advisory, LLC 45New Edge Wealth 8MML Investors Services, LLC 6Rzh Advisors LLC 4Charles Schwab & Co., Inc. 3Oppenheimer & Co. Inc. 3Sovereign Financial Group, Inc. 3Strategic Advisers LLC 3Alliancebernstein L.P. 2LPL Financial LLC 2Prime Capital Financial 2Abundant Wealth Management LLC 1Ameriprise Financial Services, LLC 1Asset Management Group, Inc. 1Basso Capital Management, L.P. 1
CFP advisors in other Connecticut cities
All of Connecticut →West Hartford 79Glastonbury 67Farmington 58Shelton 39Fairfield 37Westport 37Greenwich 26New 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 Stamford, CT?
103 SEC-registered investment adviser representatives at firm offices in Stamford, Connecticut list the CFP designation; Steward Partners Investment Advisory, LLC employs the most of them (45).
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 Stamford?
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.