Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Morristown, NJ
Every SEC-registered financial advisor at a firm office in Morristown who lists the Certified Financial Planner designation, A to Z.
182 CFP professionals work in Morristown; the most are at Private Advisor Group, LLC (84). 120 are also registered broker representatives.
CFP advisors in Morristown, A to Z
Every advisor in Morristown →- Nathan A. AddoPrivate Advisor Group, LLC · Certified Financial Planner
- Diane L. AllardBeacon Trust · Certified Financial Planner
- Marc E. ApgarBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
- Howard J. ArendPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Mark D. BallesteroMorgan Stanley · Certified Financial Planner
- Craig C. BartlettOsaic Wealth, Inc. · Certified Financial Planner
- Jason B. BeeneCorient · Certified Financial Planner
- Erik S. BeiermeisterMorgan Stanley · Certified Financial Planner
- Rebecca A. BergerPrivate Advisor Group, LLC · Certified Financial Planner
- David J. BerkeihiserPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Rodd D. BerroPegasus Asset Management Inc. · Certified Financial Planner
- Michael R. BocinaStrategic Advisers LLC · Certified Financial Planner
- Samantha M. BoothBeacon Trust · Certified Financial Planner, Chartered Financial Consultant
- Paul E. BrehneMorgan Stanley · Certified Financial Planner
- Ann S. BrinckmanPrivate Advisor Group, LLC · Certified Financial Planner
- Christopher S. BromleySimon Quick Advisors, LLC · Certified Financial Planner
- John F. Campaigne Jr.Private Advisor Group, LLC · Certified Financial Planner
- Elena ChambousLPL Financial LLC · Certified Financial Planner
- Patsy V. ChiancaCharles Schwab & Co., Inc. · Certified Financial Planner
- James J. Ciprich Jr.Corient · Certified Financial Planner
- Nicholas R. CoheePrivate Advisor Group, LLC · Certified Financial Planner
- David CohenSterling Financial Management, Inc. · Certified Financial Planner
- Carol J. CoopermanStrategic Advisers LLC · Certified Financial Planner
- Steven L. CoppolaPrivate Advisor Group, LLC · Certified Financial Planner
- Thomas C. CorcimigliaPrivate Advisor Group, LLC · Certified Financial Planner
- Paul CritchleyCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Daniel J. CrockerPrivate Advisor Group, LLC · Certified Financial Planner
- Jordan L. CrowleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Christopher CvitanBeacon Trust · Certified Financial Planner
- Robert J. D'AmatoMorgan Stanley · Certified Financial Planner
- Kasey L. DavisPrivate Advisor Group, LLC · Certified Financial Planner
- Nicola De PintoCharles Schwab & Co., Inc. · Certified Financial Planner
- John F. DeeganMorgan Stanley · Certified Financial Planner
- Edward J. Dempsey Jr.Private Advisor Group, LLC · Certified Financial Planner
- Jacob C. DempseySimon Quick Advisors, LLC · Certified Financial Planner
- Michael P. DesaulnierPrivate Advisor Group, LLC · Certified Financial Planner
- Edward M. DirugerisPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert J. DitraniPrivate Advisor Group, LLC · Certified Financial Planner
- Dustin R. DockterPrivate Advisor Group, LLC · Certified Financial Planner
- Michael K. DonofrioPark Avenue Securities LLC · Certified Financial Planner
- Connor N. DonovanSimon Quick Advisors, LLC · Certified Financial Planner
- Daniel J. DucaMercer Global Advisors Inc. · Certified Financial Planner
- Lorraine A. EugenioMercer Global Advisors Inc. · Certified Financial Planner
- Andrew F. Ferguson Sr.Simon Quick Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert W. Fink IIIPrivate Advisor Group, LLC · Certified Financial Planner
- Robert L. FinkleStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Nathanael C. FlynnPrivate Advisor Group, LLC · Certified Financial Planner
- Samantha A. Fraelich-RohePrivate Advisor Group, LLC · Certified Financial Planner
- James B. Galbraith IIIPrivate Advisor Group, LLC · Certified Financial Planner
- Gregory T. GioeStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Brad M. GlickmanPrivate Advisor Group, LLC · Certified Financial Planner
- Evan GoetzPrivate Advisor Group, LLC · Certified Financial Planner
- Nicholas J. GoodwinPrivate Advisor Group, LLC · Certified Financial Planner
- Michael J. GrazianoMorgan Stanley · Certified Financial Planner
- Michael A. GreggPrivate Advisor Group, LLC · Certified Financial Planner
- Hal D. GuyPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alyce M. HackettLPL Financial LLC · Certified Financial Planner
- Patricia A. HallBeacon Trust · Certified Financial Planner
- Ian T. HarveyCorient · Certified Financial Planner
- Christopher E. HigginsPrivate Advisor Group, LLC · Certified Financial Planner
- Douglas B. HolderPrivate Advisor Group, LLC · Certified Financial Planner
- Michael A. HoltBeacon Trust · Certified Financial Planner
- Tor E. HothamPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Darren L. HugoMorgan Stanley · Certified Financial Planner
- Kevin L. HusseyPrivate Advisor Group, LLC · Certified Financial Planner
- Danna JacobsLavish Financial Planning · Certified Financial Planner
- Earle W. Jarden Jr.Corient · Certified Financial Planner
- Vida M. JatulisPrivate Advisor Group, LLC · Certified Financial Planner
- Eric JimenezCorient · Certified Financial Planner
- Jayson W. JohnsonPrivate Advisor Group, LLC · Certified Financial Planner
- Andrew C. KarlinskiPrivate Advisor Group, LLC · Certified Financial Planner
- Keith M. KellerPrivate Advisor Group, LLC · Certified Financial Planner
- Jon D. KempnerMorgan Stanley · Certified Financial Planner
- Sean KhalighPrivate Advisor Group, LLC · Certified Financial Planner
- Bernard M. KielyKiely Capital Management, Inc. · Certified Financial Planner
- Ryan M. KittredgePrivate Advisor Group, LLC · Certified Financial Planner
- Michael J. KlingerCorient · Certified Financial Planner
- Christopher D. KnightPrivate Advisor Group, LLC · Certified Financial Planner
- Krzysztof KolbaPrivate Advisor Group, LLC · Certified Financial Planner
- Gerald M. KoreyCorient · Certified Financial Planner
- Donald J. KremerPrivate Advisor Group, LLC · Certified Financial Planner
- Carman M. KubandaPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jamie L. KulikPrivate Advisor Group, LLC · Certified Financial Planner
- William B. LalorSimon Quick Advisors, LLC · Certified Financial Planner
- Joseph V. Lentine Jr.Strategic Advisers LLC · Certified Financial Planner
- Robert H. Lewit Jr.Stifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Grayson L. LibrieMorgan Stanley · Certified Financial Planner
- Edward J. Livrieri Jr.Private Advisor Group, LLC · Certified Financial Planner
- Brett C. LonerganPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jack R. MahoneySimon Quick Advisors, LLC · Certified Financial Planner
- Parrish T. MalsonPrivate Advisor Group, LLC · Certified Financial Planner
- Lisa A. ManzolilloSimon Quick Advisors, LLC · Certified Financial Planner
- James F. MarchesiRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Richard M. MarcianoPrivate Advisor Group, LLC · Certified Financial Planner
- Susan J. MartinPrivate Advisor Group, LLC · Certified Financial Planner
- Chad J. MastPrivate Advisor Group, LLC · Certified Financial Planner
- Matthew H. Masterson Jr.Corient · Certified Financial Planner
- Graham MattesPrivate Advisor Group, LLC · Certified Financial Planner
- Eric MattessichStrategic Advisers LLC · Certified Financial Planner
- Regina McCann HessPrivate Advisor Group, LLC · Certified Financial Planner
- Shane W. McCormickPrivate Advisor Group, LLC · Certified Financial Planner
- Peter J. McRaeMcRae Capital Management Inc. · Certified Financial Planner
- Roderick McRae IIIMcRae Capital Management Inc. · Certified Financial Planner, Chartered Financial Analyst
- Larissa A. MehlfelderSimon Quick Advisors, LLC · Certified Financial Planner
- Brian MercadoPrivate Advisor Group, LLC · Certified Financial Planner
- Troy E. MillerPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert Milligan Jr.Raymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Cregg D. MiyatPrivate Advisor Group, LLC · Certified Financial Planner
- Ryan P. MoffettSimon Quick Advisors, LLC · Certified Financial Planner
- Tyler L. MontanoPrivate Advisor Group, LLC · Certified Financial Planner
- Zachary A. MorseCorient · Certified Financial Planner
- Daniel T. MurphyPrivate Advisor Group, LLC · Certified Financial Planner
- Patrick J. MurphySimon Quick Advisors, LLC · Certified Financial Planner
- Jason O. NortonPrivate Advisor Group, LLC · Certified Financial Planner
- Ghazi NweiranCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Chadderdon W. O'BrienCorient · Certified Financial Planner
- Brian M. O'DowdO'Dowd Asset Management LLC · Certified Financial Planner
- John V. O'Hara Jr.Private Advisor Group, LLC · Certified Financial Planner
- Marc A. OceanakBeacon Trust · Certified Financial Planner
- Ayobande T. OmomoCitigroup Global Markets Inc. · Certified Financial Planner
- Dominic A. OteriPrivate Advisor Group, LLC · Certified Financial Planner
- Olha S. PaluchMercer Global Advisors Inc. · Certified Financial Planner
- Alexander M. Panas IIIKestra Advisory Services, LLC · Certified Financial Planner
- Christopher C. PerrineBeacon Trust · Certified Financial Planner
- Sabrina PersaudMorgan Stanley · Certified Financial Planner
- Taylor M. PetersLavish Financial Planning · Certified Financial Planner
- Michael M. PirrelloRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- David A. PittBeacon Trust · Certified Financial Planner
- Michael A. Porrey Jr.Private Advisor Group, LLC · Certified Financial Planner
- David L. PotischmanMorgan Stanley · Certified Financial Planner
- Colin D. PrattPrivate Advisor Group, LLC · Certified Financial Planner
- James W. ReillyCorient · Certified Financial Planner
- Mark R. ReimetPrivate Advisor Group, LLC · Certified Financial Planner
- Nathan E. ReusserPrivate Advisor Group, LLC · Certified Financial Planner
- Abigail M. RosenCorient · Certified Financial Planner
- Eric K. RosenbergerKestra Advisory Services, LLC · Certified Financial Planner
- Nicholas T. RossiPrivate Advisor Group, LLC · Certified Financial Planner
- Diane RothbergStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Daniel W. RowlesPrivate Advisor Group, LLC · Certified Financial Planner
- Gregory M. RuleyPrivate Advisor Group, LLC · Certified Financial Planner
- Kevin C. RyanStrategic Advisers LLC · Certified Financial Planner
- Jeffrey J. SartoriusPrivate Advisor Group, LLC · Certified Financial Planner
- Michael D. SaytherWells Fargo Clearing Services, LLC · Certified Financial Planner
- Dominick R. ScavelliMorgan Stanley · Certified Financial Planner
- Kathryn B. SchneiderPrivate Advisor Group, LLC · Certified Financial Planner
- Alec SciarraPNC Wealth Management LLC · Certified Financial Planner
- Francesco J. ScorsoneCorient · Certified Financial Planner
- Zachary M. ScottOsaic Wealth, Inc. · Certified Financial Planner
- Evan K. SmithCorient · Certified Financial Planner
- James R. SonnebornCorient · Certified Financial Planner
- Richard S. SpinnerCary Street Partners · Certified Financial Planner, Chartered Financial Consultant
- John J. StrasburgerPrivate Advisor Group, LLC · Certified Financial Planner
- Adam B. StrousePrivate Advisor Group, LLC · Certified Financial Planner
- Caitlin StrunkPrivate Advisor Group, LLC · Certified Financial Planner
- Marilyn SueyPrivate Advisor Group, LLC · Certified Financial Planner
- Patrick J. SullivanPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Adam J. TalmadgeSimon Quick Advisors, LLC · Certified Financial Planner
- George T. TemelPrivate Advisor Group, LLC · Certified Financial Planner
- Jeffrey M. TraceyPrivate Advisor Group, LLC · Certified Financial Planner
- Anders P. VelischekSimon Quick Advisors, LLC · Certified Financial Planner
- John G. VennePrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael R. VitalePrivate Advisor Group, LLC · Certified Financial Planner
- Kenneth N. VostalMorgan Stanley · Certified Financial Planner
- Eric B. WaggonerPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Timothy L. WaitePrivate Advisor Group, LLC · Certified Financial Planner
- Denis C. WalkerMML Investors Services, LLC · Certified Financial Planner
- Trevor S. WallnerPrivate Advisor Group, LLC · Certified Financial Planner
- Frank C. WardLPL Financial LLC · Certified Financial Planner
- Gary A. WarnerPrivate Advisor Group, LLC · Certified Financial Planner
- Craig S. WeinsteinJ.P. Morgan Securities LLC · Certified Financial Planner
- Melissa L. WeiszCorient · Certified Financial Planner, Chartered Financial Analyst
- Daniel B. WeitzSimon Quick Advisors, LLC · Certified Financial Planner
- Timothy C. WhyteMorgan Stanley · Certified Financial Planner
- Casey J. Wieczorek Jr.Morgan Stanley · Certified Financial Planner
- Andrew J. WilsonPrivate Advisor Group, LLC · Certified Financial Planner
- Christopher J. WinterGoldman Sachs Wealth Services, L.P. · Certified Financial Planner
- Sarah M. WoehrmanPrivate Advisor Group, LLC · Certified Financial Planner
- Diane L. WoodwardPrivate Advisor Group, LLC · Certified Financial Planner
- Daniel E. WrightPrivate Advisor Group, LLC · Certified Financial Planner
- Megan T. WurstaPrivate Advisor Group, LLC · Certified Financial Planner
- Weirong ZhangWillow Wealth Management LLC · Certified Financial Planner
- William A. ZimmerKestra Advisory Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Morristown
Private Advisor Group, LLC 84Corient 16Morgan Stanley 15Simon Quick Advisors, LLC 13Beacon Trust 8Strategic Advisers LLC 6Raymond James Financial Services Advisors, Inc. 4Charles Schwab & Co., Inc. 3Kestra Advisory Services, LLC 3LPL Financial LLC 3Mercer Global Advisors Inc. 3Stifel, Nicolaus & Company, Incorporated 3Lavish Financial Planning 2McRae Capital Management Inc. 2Osaic Wealth, Inc. 2
CFP advisors in other New Jersey cities
All of New Jersey →Red 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 16Lawrenceville 16
Questions
How many CFP financial advisors are in Morristown, NJ?
182 SEC-registered investment adviser representatives at firm offices in Morristown, New Jersey list the CFP designation; Private Advisor Group, LLC employs the most of them (84).
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 Morristown?
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.