Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Albany, NY
Every SEC-registered financial advisor at a firm office in Albany who lists the Certified Financial Planner designation, A to Z.
52 CFP professionals work in Albany; the most are at LPL Financial LLC (7). 44 are also registered broker representatives.
CFP advisors in Albany, A to Z
Every advisor in Albany →- Marc A. AgelAlbanyadvisor Group LLC · Certified Financial Planner
- George A. Amedore IIIAmeriprise Financial Services, LLC · Certified Financial Planner
- Jordan L. AndreMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Levi AshleyStrategic Advisers LLC · Certified Financial Planner
- Jake AustroStrategic Advisers LLC · Certified Financial Planner
- Daniel D. BauerAllsquare Wealth Management, LLC · Certified Financial Planner
- Douglas J. BauerAllsquare Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Steven T. BauerEdward Jones · Certified Financial Planner
- Jason D. BaysLPL Financial LLC · Certified Financial Planner
- Peter J. BazanosAmeriprise Financial Services, LLC · Certified Financial Planner
- George N. BrownRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Thomas J. BrownLPL Financial LLC · Certified Financial Planner
- Valerie CassickStrategic Advisers LLC · Certified Financial Planner
- Michael J. CowlesJanney Montgomery Scott LLC · Certified Financial Planner
- Ryan C. DuffPrivate Advisor Group, LLC · Certified Financial Planner
- Derek G. GrayCurran Wealth Management · Certified Financial Planner
- Brandon G. HaaseSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Stephanie J. HaaseSteward Partners Investment Advisory, LLC · Certified Financial Planner, Chartered Financial Analyst
- Brittany A. Hedderman-GiordanoLPL Financial LLC · Certified Financial Planner
- Mark A. KeelingAmeriprise Financial Services, LLC · Certified Financial Planner
- Steven L. KennedyPrivate Advisor Group, LLC · Certified Financial Planner
- Joseph M. KrossManning & Napier Advisors, LLC · Certified Financial Planner
- Robert LaferriereVoya Financial Advisors, Inc. · Certified Financial Planner
- Peter V. LaurenzoGwn Securities Inc. · Certified Financial Planner
- Robert M. Mangold Jr.Greenbush Financial Group, LLC · Certified Financial Planner
- Ian R. MannLPL Financial LLC · Certified Financial Planner
- Claudio M. MastroianniOsaic Institutions, Inc. · Certified Financial Planner
- Scott J. McCauleyNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Shamus P. McCulloughStrategic Advisers LLC · Certified Financial Planner
- Thomas M. McGrathFocus Partners Wealth, LLC · Certified Financial Planner
- William J. MillerPks Advisory Services, LLC · Certified Financial Planner
- Brandie Mulligan&Partners · Certified Financial Planner
- Bernard C. MurphyArista Advisory Group, LLC · Certified Financial Planner
- Lori G. MurphyAlbanyadvisor Group LLC · Certified Financial Planner
- Paul J. MurrayJanney Montgomery Scott LLC · Certified Financial Planner
- Maria NatarelliAmeriprise Financial Services, LLC · Certified Financial Planner
- Steven T. NovotnyLPL Financial LLC · Certified Financial Planner
- Daniel J. O'KeefeLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert M. PalmerFocus Partners Wealth, LLC · Certified Financial Planner
- Dominick J. PanettaIndependent Financial Partners · Certified Financial Planner
- Jared E. PaulCapable Wealth, LLC · Certified Financial Planner
- Jennifer E. ReedNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Richard A. RobbCommonwealth Financial Network · Certified Financial Planner
- Michael R. RugerGreenbush Financial Group, LLC · Certified Financial Planner
- Frederick W. SchmalkuchePinnacle Wealth Strategies, LLC · Certified Financial Planner, Personal Financial Specialist
- Derek R. ShodenAmeriprise Financial Services, LLC · Certified Financial Planner
- Brian A. SlatteryPrivate Advisor Group, LLC · Certified Financial Planner
- Todd A. SlingerlandLPL Financial LLC · Certified Financial Planner
- Brenton W. SmithMinichmacgregor Wealth Management, LLC · Certified Financial Planner
- Jeffrey P. TrombettaOsaic Wealth, Inc. · Certified Financial Planner
- Stephen J. WoodardEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Francis M. ZovistoskiOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Albany
LPL Financial LLC 7Ameriprise Financial Services, LLC 5Strategic Advisers LLC 4Private Advisor Group, LLC 3Albanyadvisor Group LLC 2Allsquare Wealth Management, LLC 2Focus Partners Wealth, LLC 2Greenbush Financial Group, LLC 2Janney Montgomery Scott LLC 2Northwestern Mutual Investment Services, LLC 2Osaic Wealth, Inc. 2Steward Partners Investment Advisory, LLC 2&Partners 1Arista Advisory Group, LLC 1Capable Wealth, LLC 1
CFP advisors in other New York cities
All of New York →New York 985Rochester 131Melville 110Garden City 65Pittsford 61Williamsville 61Buffalo 56Brooklyn 52Hauppauge 51Syracuse 46White Plains 40Tarrytown 39Latham 33Purchase 33Saratoga Springs 31Jericho 28New York City 28Staten Island 25Woodbury 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21Elmsford 20
Questions
How many CFP financial advisors are in Albany, NY?
52 SEC-registered investment adviser representatives at firm offices in Albany, New York list the CFP designation; LPL Financial LLC employs the most of them (7).
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 Albany?
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.