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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Saddle Brook, NJ

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

10 CFP professionals work in Saddle Brook; the most are at Ameriprise Financial Services, LLC (5). 10 are also registered broker representatives.

CFP advisors in Saddle Brook, A to Z

Every advisor in Saddle Brook →
  • James J. ChaAmeriprise Financial Services, LLC · Certified Financial Planner
  • Robert F. Ehinger Jr.MML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jacqueline M. GearyMML Investors Services, LLC · Certified Financial Planner
  • Daniel A. KaneAmeriprise Financial Services, LLC · Certified Financial Planner
  • Dante P. LibertiAmeriprise Financial Services, LLC · Certified Financial Planner
  • Tyler J. PalumboAmeriprise Financial Services, LLC · Certified Financial Planner
  • Sergio O. PessoaMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Anthony V. SambratoMML Investors Services, LLC · Certified Financial Planner
  • James L. SteinAmeriprise Financial Services, LLC · Certified Financial Planner
  • Kenneth J. TraficanteEquitable Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Saddle Brook

Ameriprise Financial Services, LLC 5MML Investors Services, LLC 4Equitable Advisors, 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 21Madison 21Montclair 20Moorestown 20Hackensack 19Holmdel 17Basking Ridge 16

Questions

How many CFP financial advisors are in Saddle Brook, NJ?

10 SEC-registered investment adviser representatives at firm offices in Saddle Brook, New Jersey list the CFP designation; Ameriprise Financial Services, LLC 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 Saddle Brook?

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.