Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Amherst, NY
Every SEC-registered financial advisor at a firm office in Amherst who lists the Certified Financial Planner designation, A to Z.
24 CFP professionals work in Amherst; the most are at Osaic Wealth, Inc. (6). 18 are also registered broker representatives.
CFP advisors in Amherst, A to Z
Every advisor in Amherst →- Jeffrey M. ArberTriple Play Planning, LLC · Certified Financial Planner
- Mark J. BeardiCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Michael J. BirenbachOrchestral Financial Group Inc. · Certified Financial Planner
- Cody J. BlaskoOsaic Wealth, Inc. · Certified Financial Planner
- Thad BorowiakEdelman Financial Engines · Certified Financial Planner
- James L. Cecchini IILincoln Investment · Certified Financial Planner
- William R. DeaconMcCollum Christoferson Group, LLC · Certified Financial Planner
- Jacob A. DenzLincoln Investment · Certified Financial Planner
- Michael J. DilulloLincoln Investment · Certified Financial Planner
- Jonathan A. DonatelliPrincipal Securities, Inc. · Certified Financial Planner
- Colleen M. FitzhenryMML Investors Services, LLC · Certified Financial Planner
- Joshua L. HinschAmeriprise Financial Services, LLC · Certified Financial Planner
- Max LipsitzOsaic Wealth, Inc. · Certified Financial Planner
- Leonardo MesaF L Putnam Investment Management Co. · Certified Financial Planner
- Scott J. MirantoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alan R. MollotOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Julie K. MurphyOsaic Wealth, Inc. · Certified Financial Planner
- Timothy J. O'SheiF L Putnam Investment Management Co. · Certified Financial Planner
- Colin P. PhoenixCharles Schwab & Co., Inc. · Certified Financial Planner
- Paul J. PodsiadloPrincipal Securities, Inc. · Certified Financial Planner
- Ronald W. SporyzPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Samuel L. TerrazzinoEquity Services, Inc. · Certified Financial Planner
- Robert J. VogelOsaic Wealth, Inc. · Certified Financial Planner
- David A. YounisOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Amherst
Osaic Wealth, Inc. 6Lincoln Investment 3Principal Securities, Inc. 3Ameriprise Financial Services, LLC 2F L Putnam Investment Management Co. 2Cambridge Investment Research Advisors, Inc. 1Capital Analysts 1Charles Schwab & Co., Inc. 1Edelman Financial Engines 1Equity Services, Inc. 1MML Investors Services, LLC 1McCollum Christoferson Group, LLC 1Mollot & Hardy, Inc. 1Orchestral Financial Group Inc. 1Triple Play Planning, LLC 1
CFP advisors in other New York cities
All of New York →New York 985Rochester 131Melville 110Garden City 65Pittsford 61Williamsville 61Buffalo 56Albany 52Brooklyn 52Hauppauge 51Syracuse 46White Plains 40Tarrytown 39Latham 33Purchase 33Saratoga Springs 31Jericho 28New York City 28Staten Island 25Woodbury 25Fairport 24Rye Brook 22Orchard Park 21Elmsford 20
Questions
How many CFP financial advisors are in Amherst, NY?
24 SEC-registered investment adviser representatives at firm offices in Amherst, New York list the CFP designation; Osaic Wealth, Inc. employs the most of them (6).
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 Amherst?
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.