Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Hoboken, NJ
Every SEC-registered financial advisor at a firm office in Hoboken who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Hoboken; the most are at Align Financial Solutions (1). 5 are also registered broker representatives.
CFP advisors in Hoboken, A to Z
Every advisor in Hoboken →- Jonathan F. CutrupiStrategic Advisers LLC · Certified Financial Planner
- Kaitlyn JonesUBS Financial Services Inc. · Certified Financial Planner
- Charles V. NattMorgan Stanley · Certified Financial Planner
- Roger J. Relucio Jr.LPL Financial LLC · Certified Financial Planner
- Stephen A. RienziErnst & Young Investment Advisers LLP · Certified Financial Planner
- Jake A. RitterMML Investors Services, LLC · Certified Financial Planner
- Hazel S. SeccoAlign Financial Solutions · Certified Financial Planner
- Brian F. SheahenHudson Oak Wealth Advisory LLC · Certified Financial Planner, Personal Financial Specialist
Firms with the most CFP professionals in Hoboken
Align Financial Solutions 1Ernst & Young Investment Advisers LLP 1Hudson Oak Wealth Advisory LLC 1LPL Financial LLC 1MML Investors Services, LLC 1Morgan Stanley 1Strategic Advisers LLC 1UBS Financial Services Inc. 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 Hoboken, NJ?
8 SEC-registered investment adviser representatives at firm offices in Hoboken, New Jersey list the CFP designation; Align Financial Solutions 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 Hoboken?
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.