Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Madison, NJ
Every SEC-registered financial advisor at a firm office in Madison who lists the Certified Financial Planner designation, A to Z.
21 CFP professionals work in Madison; the most are at Mariner (11). 5 are also registered broker representatives.
CFP advisors in Madison, A to Z
Every advisor in Madison →- Andrew B. BolesEdward Jones · Certified Financial Planner
- Matthew S. BorrielloArax Advisory Partners · Certified Financial Planner
- Megan M. BrozowskiMariner · Certified Financial Planner
- Richard N. CoppaMariner · Certified Financial Planner
- Jeffrey F. DickinsonMML Investors Services, LLC · Certified Financial Planner
- John M. EganHightower Advisors, LLC · Certified Financial Planner
- Darin P. GartlandMariner · Certified Financial Planner
- David M. HillMariner · Certified Financial Planner
- Michael S. KatsMariner · Certified Financial Planner
- Gregory L. KlarMariner · Certified Financial Planner
- Michael J. LehmanPremier Path Wealth Partners, LLC · Certified Financial Planner
- Patrick J. McCahillHightower Advisors, LLC · Certified Financial Planner
- Sonia K. Morales RodriguezMariner · Certified Financial Planner
- Brian A. ParsonsMariner · Certified Financial Planner
- Christopher S. PiccoliMariner · Certified Financial Planner
- Donna M. SabatinoMariner · Certified Financial Planner
- John F. SharkeyM Holdings Securities, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Joseph T. SmithLPL Financial LLC · Certified Financial Planner
- Jeremy T. WeltherMariner · Certified Financial Planner
- Derek T. WittjohannPremier Path Wealth Partners, LLC · Certified Financial Planner
- Patrick T. YorkPremier Path Wealth Partners, LLC · Certified Financial Planner
Firms with the most CFP professionals in Madison
Mariner 11Premier Path Wealth Partners, LLC 3Hightower Advisors, LLC 2Arax Advisory Partners 1Edward Jones 1LPL Financial LLC 1M Holdings Securities, Inc. 1MML Investors Services, 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 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16Lawrenceville 16
Questions
How many CFP financial advisors are in Madison, NJ?
21 SEC-registered investment adviser representatives at firm offices in Madison, New Jersey list the CFP designation; Mariner employs the most of them (11).
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 Madison?
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.