Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Millburn, NJ
Every SEC-registered financial advisor at a firm office in Millburn who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Millburn; the most are at Charles Schwab & Co., Inc. (5). 9 are also registered broker representatives.
CFP advisors in Millburn, A to Z
Every advisor in Millburn →- Christopher M. AhlstrandStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Analyst
- Gabriel B. BerkowitzStrategic Advisers LLC · Certified Financial Planner
- Sean M. CarsonCharles Schwab & Co., Inc. · Certified Financial Planner
- Craig C. DuntonUBS Financial Services Inc. · Certified Financial Planner
- Azis FejzullajCharles Schwab & Co., Inc. · Certified Financial Planner
- Nicholas J. Lardieri Jr.Charles Schwab & Co., Inc. · Certified Financial Planner
- John J. LyonsCharles Schwab & Co., Inc. · Certified Financial Planner
- Ekta RoongtaJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- Bryan J. SawyerCharles Schwab & Co., Inc. · Certified Financial Planner
- Ping YinYin Financial Planning · Certified Financial Planner
Firms with the most CFP professionals in Millburn
Charles Schwab & Co., Inc. 5Strategic Advisers LLC 2J.P. Morgan Securities LLC 1UBS Financial Services Inc. 1Yin Financial Planning 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 Millburn, NJ?
10 SEC-registered investment adviser representatives at firm offices in Millburn, New Jersey list the CFP designation; Charles Schwab & Co., Inc. employs the most of them (5).
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 Millburn?
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.