Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Woodcliff Lake, NJ

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

The short answer

4 CFP professionals work in Woodcliff Lake; the most are at 5c Capital Management, LLC (1). 3 are also registered broker representatives.

CFP advisors in Woodcliff Lake, A to Z

Every advisor in Woodcliff Lake →

Michael G. BotwinickLPL Financial LLC · Certified Financial Planner
Curtis R. Brooks5c Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
Gregory P. HubbardPark Avenue Securities LLC · Certified Financial Planner
Kieran J. LynchCitizens Securities, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Woodcliff Lake

5c Capital Management, LLC 1 Citizens Private Wealth 1 Citizens Securities, Inc. 1 LPL Financial LLC 1 Park Avenue Securities LLC 1

CFP advisors in other New Jersey cities

All of New Jersey →

Morristown 196 Red Bank 93 Parsippany 85 Paramus 79 Florham Park 67 Marlton 60 Princeton 55 Summit 46 Englewood 35 Westwood 34 Fairfield 33 Jersey City 27 Warren 26 Cherry Hill 23 Wall 23 Moorestown 22 Ridgewood 22 Madison 21 Manasquan 21 Bedminster 20 Hackensack 19 Holmdel 17 Montclair 17 Chatham 16

Questions

How many CFP financial advisors are in Woodcliff Lake, NJ?

4 SEC-registered investment adviser representatives at firm offices in Woodcliff Lake, New Jersey list the CFP designation; 5c Capital Management, LLC employs the most of them (1).

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 Woodcliff Lake?

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.