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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in East Brunswick, NJ

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

The short answer

4 CFP professionals work in East Brunswick; the most are at Eagle Strategies LLC (1). 3 are also registered broker representatives.

CFP advisors in East Brunswick, A to Z

Every advisor in East Brunswick →

Firms with the most CFP professionals in East Brunswick

Eagle Strategies LLC 1Osaic Wealth, Inc. 1Pcb Capital LLC 1World Investment Advisors, 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 East Brunswick, NJ?

4 SEC-registered investment adviser representatives at firm offices in East Brunswick, New Jersey list the CFP designation; Eagle Strategies LLC employs the most of them (1).

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 East Brunswick?

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.