Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Chatham, NJ
Every SEC-registered financial advisor at a firm office in Chatham who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Chatham; the most are at Wells Fargo Advisors Financial Network, LLC (7). 12 are also registered broker representatives.
CFP advisors in Chatham, A to Z
Every advisor in Chatham →- Thomas K. BeldingCgn Advisors, LLC · Certified Financial Planner
- Meghan BergmanCitigroup Global Markets Inc. · Certified Financial Planner
- David R. DrogonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Bryan DrowosWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- David J. HeflinNeuberger Berman Bd LLC · Certified Financial Planner
- Carolie W. JohnsonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Aaron KesslerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- John A. MalcolmGwn Securities Inc. · Certified Financial Planner
- Daniel H. MoskowitzChatham Wealth Management · Certified Financial Planner
- Jason PerezWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Paul R. StierhoffSeelaus Asset Management, LLC · Certified Financial Planner
- Justin TaylorWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Keith M. TucholskiHamel Associates,inc. · Certified Financial Planner
- Gary WayneWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jeffrey YoanidesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
Firms with the most CFP professionals in Chatham
Wells Fargo Advisors Financial Network, LLC 7Cgn Advisors, LLC 1Chatham Wealth Management 1Citigroup Global Markets Inc. 1Gwn Securities Inc. 1Hamel Associates,inc. 1LPL Financial LLC 1Neuberger Berman Bd LLC 1Seelaus Asset Management, LLC 1
CFP advisors in other New Jersey cities
All of New Jersey →Morristown 182Red Bank 87Parsippany 84Paramus 83Florham Park 64Marlton 57Princeton 53Summit 50Englewood 37Westwood 32Cherry Hill 27Jersey City 27Ridgewood 27Fairfield 26Manasquan 24Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16
Questions
How many CFP financial advisors are in Chatham, NJ?
15 SEC-registered investment adviser representatives at firm offices in Chatham, New Jersey list the CFP designation; Wells Fargo Advisors Financial Network, LLC employs the most of them (7).
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 Chatham?
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.