Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Quincy, MA

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

5 CFP professionals work in Quincy; the most are at Strategic Advisers LLC (3). 4 are also registered broker representatives.

CFP advisors in Quincy, A to Z

Every advisor in Quincy →

Connor ElliottStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
Brendan R. GallagherPinnacle Investments, LLC · Certified Financial Planner
Elliot B. HermanEdelman Financial Engines · Certified Financial Planner
Jeremy J. PhelpsStrategic Advisers LLC · Certified Financial Planner
Jennifer RileyStrategic Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Quincy

Strategic Advisers LLC 3 Edelman Financial Engines 1 Pinnacle Investments, LLC 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 391 Waltham 92 Needham 60 Westborough 43 Burlington 41 Wellesley 40 Westwood 36 Braintree 35 Danvers 31 Hingham 27 Lexington 25 Newton 25 Andover 24 Woburn 24 Worcester 24 Norwell 22 Wakefield 22 Framingham 21 Plymouth 18 Beverly 15 Cambridge 14 Lynnfield 14 Walpole 14 North Andover 13

Questions

How many CFP financial advisors are in Quincy, MA?

5 SEC-registered investment adviser representatives at firm offices in Quincy, Massachusetts list the CFP designation; Strategic Advisers LLC employs the most of them (3).

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 Quincy?

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.