Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Short Hills, NJ
Every SEC-registered financial advisor at a firm office in Short Hills who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Short Hills; the most are at Wells Fargo Clearing Services, LLC (3). 10 are also registered broker representatives.
CFP advisors in Short Hills, A to Z
Every advisor in Short Hills →- David A. BobrowskyLPL Financial LLC · Certified Financial Planner
- Judd T. CarltonOsaic Wealth, Inc. · Certified Financial Planner
- Adam D. GarretsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael B. GullyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Paul W. HansenMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Emily M. JaffeOfc Wealth Management · Certified Financial Planner
- Michael J. LevineWells Fargo Clearing Services, LLC · Certified Financial Planner
- Bruce B. MilsteinJanney Montgomery Scott LLC · Certified Financial Planner, Chartered Financial Consultant
- Philip P. PalazzoloMorgan Stanley · Certified Financial Planner
- Ashley ReyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Mark A. RiegerBrookstone Capital Management LLC · Certified Financial Planner
- Jeffrey S. RosenblumUBS Financial Services Inc. · Certified Financial Planner
- Charles C. ScottEdelman Financial Engines · Certified Financial Planner
- Kevin A. SheaEdelman Financial Engines · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey R. WatersOfc Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Short Hills
Wells Fargo Clearing Services, LLC 3Edelman Financial Engines 2Morgan Stanley 2Ofc Wealth Management 2Brookstone Capital Management LLC 1Janney Montgomery Scott LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1UBS Financial Services Inc. 1Wells Fargo Advisors Financial Network, 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 Short Hills, NJ?
15 SEC-registered investment adviser representatives at firm offices in Short Hills, New Jersey list the CFP designation; Wells Fargo Clearing Services, LLC employs the most of them (3).
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 Short Hills?
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.