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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Paramus, NJ

Every SEC-registered financial advisor at a firm office in Paramus who lists the Certified Financial Planner designation, A to Z.

83 CFP professionals work in Paramus; the most are at Morgan Stanley (14). 74 are also registered broker representatives.

CFP advisors in Paramus, A to Z

Every advisor in Paramus →

Firms with the most CFP professionals in Paramus

Morgan Stanley 14Strategic Advisers LLC 9Raymond James & Associates, Inc. 8LPL Financial LLC 6Ameriprise Financial Services, LLC 5Wells Fargo Clearing Services, LLC 5UBS Financial Services Inc. 4Charles Schwab & Co., Inc. 3Valley Wealth Managers, Inc. 3Breakwater Capital Group 2Cetera Planning Partners 2Commonwealth Financial Network 2J.P. Morgan Securities LLC 2LPL Enterprise, LLC 2MML Investors Services, LLC 2

CFP advisors in other New Jersey cities

All of New Jersey →

Morristown 182Red Bank 87Parsippany 84Florham 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 Paramus, NJ?

83 SEC-registered investment adviser representatives at firm offices in Paramus, New Jersey list the CFP designation; Morgan Stanley employs the most of them (14).

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 Paramus?

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.