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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Summit, NJ

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

50 CFP professionals work in Summit; the most are at Simplicity Wealth (17). 24 are also registered broker representatives.

CFP advisors in Summit, A to Z

Every advisor in Summit →

Firms with the most CFP professionals in Summit

Simplicity Wealth 17Tlg Advisors, Inc. 15Beacon Pointe Advisors, LLC 3J.P. Morgan Securities LLC 3Summit Place Financial Advisors, LLC 2Alphacore Capital LLC 1Beacon Hill Private Wealth LLC 1Cary Street Partners 1LPL Enterprise, LLC 1LPL Financial LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Oppenheimer & Co. Inc. 1Seabridge Investment Advisors LLC 1Strategic Advisers LLC 1Wealth Enhancement Advisory Services, LLC 1

CFP advisors in other New Jersey cities

All of New Jersey →

Morristown 182Red Bank 87Parsippany 84Paramus 83Florham Park 64Marlton 57Princeton 53Englewood 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 Summit, NJ?

50 SEC-registered investment adviser representatives at firm offices in Summit, New Jersey list the CFP designation; Simplicity Wealth employs the most of them (17).

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 Summit?

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.