Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Manasquan, NJ
Every SEC-registered financial advisor at a firm office in Manasquan who lists the Certified Financial Planner designation, A to Z.
24 CFP professionals work in Manasquan; the most are at Mariner (11). 17 are also registered broker representatives.
CFP advisors in Manasquan, A to Z
Every advisor in Manasquan →- James AlbanMariner · Certified Financial Planner
- Hoda G. AliStrategic Advisers LLC · Certified Financial Planner
- Cory M. AllenMariner · Certified Financial Planner
- Christopher P. ArnellaMorgan Stanley · Certified Financial Planner
- Vincenzo J. BarbaLPL Financial LLC · Certified Financial Planner
- Kevin P. CarsonMariner · Certified Financial Planner
- Paul J. ConfortiMariner · Certified Financial Planner
- Andrew DespotakisMariner · Certified Financial Planner
- Kevin G. DuffyThe Private Client Advisory Group, LLC · Certified Financial Planner
- Mark A. FacconeThe Private Client Advisory Group, LLC · Certified Financial Planner
- Christopher R. HousenMariner · Certified Financial Planner
- Patrick R. HousenMariner · Certified Financial Planner
- Kenneth P. LeblancMercer Global Advisors Inc. · Certified Financial Planner
- Robert F. LeporeLepore Financial Services LLC · Certified Financial Planner
- Douglas J. LockwoodLPL Financial LLC · Certified Financial Planner
- Kristian J. LydonLPL Enterprise, LLC · Certified Financial Planner
- Michael MazzeoMariner · Certified Financial Planner, Chartered Financial Consultant
- Renee D. PepiaThe Private Client Advisory Group, LLC · Certified Financial Planner
- Patrick D. PryzMariner · Certified Financial Planner
- Nicholas H. RaffettoMariner · Certified Financial Planner
- David ScuremanLPL Financial LLC · Certified Financial Planner
- Grant E. ShulmanThe Ameriflex Group · Certified Financial Planner
- Gregory E. ShulmanThe Ameriflex Group · Certified Financial Planner, Chartered Financial Consultant
- Michael A. ViselliMariner · Certified Financial Planner
Firms with the most CFP professionals in Manasquan
Mariner 11LPL Financial LLC 3The Private Client Advisory Group, LLC 3The Ameriflex Group 2LPL Enterprise, LLC 1Lepore Financial Services LLC 1Mercer Global Advisors Inc. 1Morgan Stanley 1Strategic Advisers 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 26Warren 24Wall 22Bedminster 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16Lawrenceville 16
Questions
How many CFP financial advisors are in Manasquan, NJ?
24 SEC-registered investment adviser representatives at firm offices in Manasquan, 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 Manasquan?
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.