Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lawrenceville, NJ
Every SEC-registered financial advisor at a firm office in Lawrenceville who lists the Certified Financial Planner designation, A to Z.
16 CFP professionals work in Lawrenceville; the most are at Morgan Stanley (6). 13 are also registered broker representatives.
CFP advisors in Lawrenceville, A to Z
Every advisor in Lawrenceville →- Douglas H. BaileyLincoln Investment · Certified Financial Planner
- Nicholas BurkMorgan Stanley · Certified Financial Planner
- Barbara J. ClarkeMorgan Stanley · Certified Financial Planner
- Karen B. EdelmanUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Wesley EnglishVault Private Wealth · Certified Financial Planner
- Matthew GodfroyAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Randley GonzalezStrategic Advisers LLC · Certified Financial Planner
- Harpreet S. MangatWhite Knight Strategic Wealth Advisors, LLC · Certified Financial Planner
- Karamjeet S. MangatWhite Knight Strategic Wealth Advisors, LLC · Certified Financial Planner
- Olivier P. MartinezMorgan Stanley · Certified Financial Planner
- Michael PineEdward Jones · Certified Financial Planner
- Carolyn P. SandersonMorgan Stanley · Certified Financial Planner
- Brian R. SeigfriedAmeriprise Financial Services, LLC · Certified Financial Planner
- Nicholas A. SerraMorgan Stanley · Certified Financial Planner
- Kenneth J. WeingartenSax Wealth Advisors, LLC · Certified Financial Planner
- Robin H. WeintraubMorgan Stanley · Certified Financial Planner
Firms with the most CFP professionals in Lawrenceville
Morgan Stanley 6Ameriprise Financial Services, LLC 2White Knight Strategic Wealth Advisors, LLC 2Capital Analysts 1Edward Jones 1Lincoln Investment 1Sax Wealth Advisors, LLC 1Strategic Advisers LLC 1UBS Financial Services Inc. 1Vault Private Wealth 1Weingarten Associates, L.L.C. 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 Lawrenceville, NJ?
16 SEC-registered investment adviser representatives at firm offices in Lawrenceville, New Jersey list the CFP designation; Morgan Stanley employs the most of them (6).
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 Lawrenceville?
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.